Posts by this author

What is a CRM?
Prospects ask if Clinked is a CRM - it's a great question! We compliment CRM or, as we like to say, we pick up “Where CRM ends & Client Knowledge begins.”

Contracts: Open the Door to Client Success
Exploring the initial component to delighting clients: contracts. A contract is an ideal opportunity to open the doors to client success early on!

Client Trust During Uncertainty
The world is having a tough time at the moment – the uncertainty doesn't mean everything stops. We carry on & adjust until we find our new normal.

Is a client portal right for your organisation?
Explore here how a client portal can be used with clients, teams and when working remote. Then take the client portal quiz to see if one fits your needs!

How to Meet Clients’ “New Normal”
Clinked shares best practices of working with clients remotely, including a snapshot on building and retaining client trust.

How to: Data Visualizations
Data visualisation is a hot topic - explore how Clinked integrates with top tools to make real-time reporting & dashboard sharing with clients even easier!

Managing A Client Portal: Members & Permissions
A client portal can allow easy seamless interaction across multiple parties. Learn how to set up members & permissions to work better together now.
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