Blue Square Toolkit

Blue Square Toolkit

Blue Square Apps
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About

A CRM is ideally suited for professionals and teams that want a simple solution that works. Unlimited everything for a per-user monthly price. No contracts. Get started with a free 14-day trial. Attract & keep great clients by implementing Pareto Systems' best practices into your business. An innovative tab navigation system that enables you to work quickly and efficiently. Track important information on your process, and your communication with clients. Important client data is secure with bank-grade encryption and geo-redundant data centers. Our knowledgeable support team is also available from 6am to 4pm Pacific Time Monday to Friday. Open up multiple tabs to view multiple Contacts, Accounts, Tasks, and your Calendar all at the same time. Click between records to find the information you need as quickly as possible. Build stronger client relationships by tracking valuable information on your client's Family, Occupational, Recreational interests, and Money.

About

Clinked is a white-label client portal, virtual data room and collaboration platform built for professional services businesses that need an organised, secure, and branded way to work with clients. Instead of juggling email threads, shared drives, chat apps, and scattered approvals, Clinked brings communication, documents, tasks, approvals, and updates into one structured workspace. Key Features: ● White-label client portals with custom branding, domains, and mobile apps ● Secure document sharing and management ● Task and project management ● Real-time chat and collaboration ● Granular permissions and user access controls ● Audit trails and activity tracking ● Branded mobile app on iOS and Android ● Workflow integrations Security AES-256 bank-grade encryption ● ISO/IEC 27001:2024 certification ● Two-factor authentication ● GDPR-focused controls ● Detailed audit logs and permission settings

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies searching for a solution to manage and improve their operations

Audience

SME and enterprises.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$29 per user month
Free Version
Free Trial

Pricing

$599/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Good product that is easy to setup and has client portals so you can have things in one spot for them.

Cons

  • I didn't like the minimal amount of storage it has.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Blue Square Apps
Canada
www.bluesquaretoolkit.com

Company Information

Clinked
Founded: 2008
United Kingdom
www.clinked.com

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Categories

CRM

Categories

Internal Communications Features

App Integration
Blogs
Chat/Messaging
Email Management
Employee Directory
Event Calendar
Newsletter Management
Photo Gallery
Social Sharing
Survey Management
Telephony
Video Chat
Voice Chat

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Virtual Data Room Features

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Integrations

Desktop.com
Google Drive
Google Workspace
Josys
LinkedIn
Shift
Stackreaction
Wufoo
Zapier

Integrations

Desktop.com
Google Drive
Google Workspace
Josys
LinkedIn
Shift
Stackreaction
Wufoo
Zapier
Claim Blue Square Toolkit and update features and information
Claim Blue Square Toolkit and update features and information
Claim Clinked and update features and information
Claim Clinked and update features and information