6 Best Clinked Alternatives & Competitors for Agencies in 2024

While Clinked offers a secure client portal with a user-friendly interface, it might not be the best one for growing businesses. 

If you’ve been frustrated by limitations like:

• Subscription management
• Lack of invoicing
• Payment integrations
• Lack of service management 
• Third-party form builder, etc

Then, it’s time to explore other options. 

Hence, addressing these issues, we’ve shortlisted 5 best-Clinked alternatives that can help your agency operate more efficiently without any bottlenecks. Let’s find the right fit for your business!

Quick List of Top Clinked Alternatives

1. Agency Handy: Best for digital agencies to manage client onboarding, orders, subscriptions, and invoicing in one place.
2. SPP: Ideal for digital agencies focused on specialized client onboarding with custom fields. 
3. Moxo: Perfect for enterprises seeking advanced workflow automation and customizable client portals.
4. FuseBase: Top choice for small businesses wanting a no-code platform with AI support.
5. SuiteDash: Ideal for agencies needing an all-in-one CRM + business management solution.
6. Dubsado: Suitable for freelancers and small businesses automating client management and workflows.

What are the Reasons to Find An Alternative to Clinked?

Clinked is a great choice for agencies that need a secure client portal with an easy-to-use interface. However, it may not offer the advanced features of many other alternatives.

Here are some drawbacks of Clinked for which you might want to look for some other alternative:

No Service Catalog 

Clinked doesn’t offer a built-in service catalog, making it harder to list and manage your services directly within the platform. A service catalog helps you to list and showcase your services and easily share them with your prospective clients

Customizable Forms

You can’t create customized intake forms in Clinked, so you’ll need to rely on third-party tools to gather client information. This lack of built-in forms can lead to a fragmented process, making it more challenging to maintain a seamless client onboarding experience.

Lacks Invoicing

Clinked does not include built-in invoicing capabilities, meaning you can’t create, send, or manage invoices directly within the platform. This can be a drawback for businesses that need to handle billing and payments as part of their client management process.

No Subscription Management

Clinked doesn’t offer features for managing subscriptions. This means you can’t set up recurring payments, manage different subscription plans, or automate billing for ongoing services.

No Payment Integration Feature

Clinked lacks payment integration, meaning you can’t process payments or handle billing directly through the platform. You’ll need to use third-party tools for getting paid.

Feature Access

Clinked restricts some project management tools to higher plans. If you’re on a budget, you might miss out on tools like Kanban boards and shared calendars, which are vital for managing projects.

Storage Limits

With Clinked, you’ll get only 5 TB of storage even in the Enterprise plan. This might not be enough if you handle large files or many projects, especially for content and video editing agencies. For additional storage, you need to pay an extra $0.10 per GB.

A Quick Comparison of The Top Clinked Alternatives

In this quick comparison, we explored the top 6 Clinked alternatives, highlighting their key features, pricing, and what sets them apart.

Top 6 Clinked Alternatives for Better Client Management

When it comes to managing client relationships, having the right tools is crucial for success. While Clinked offers a solid platform, it might not meet the specific needs of every business. 

Here, we’ve analyzed all the possible Clinked alternatives and shortlisted the 5 best ones for you. 

1. Agency Handy

Agency Handy is the best alternative to Clinked if you’re looking for service listing, customizable intake and order forms, invoicing, and subscription management — all in one place.

For starters, you can create a shareable group service catalog, where you can create bundle services. For example, if you offer SEO services, you can list all services in one pack, including keyword research, site audit, on-page optimization, content writing, backlinks, etc. 

Interestingly, you can price each one separately inside the group or just share a price range upfront. Moreover, clients can also leave reviews on the services.

Apart from service management, Agency Handy offers customizable intake and order forms that let you gather all the necessary information. Intake for client onboarding and Order for task details. 

And for order management, you’ll get to view the whole work progress on the Kanban board – to do, in progress, in revision, done, etc. It will help you meet deadlines and be transparent with the clients. 

And you won’t have to go back and forth with clients regarding feedback or approval. They can easily collaborate and do both in the tasks.

The platform also supports up to 20 TB of storage, which is a huge advantage if you’re in the creative sector like motion design, animation videos, etc, and handling large files.

Additionally, you’ll no longer have to depend on bookkeeping tools with Agency Handy. The platform’s invoicing and subscription management tools let you maintain all the purchases and invoices in a single place, whether it’s a one-time, recurring, or subscription-based system. 

Overall, Agency Handy is the best Clinked competitor, especially for digital businesses looking to optimize all operations in one hub.

Features of Agency Handy

Here’s a list of features of Agency Handy:

White Label Customization

Log in or sign up to Agency Handy and add your branding to make your workspace truly yours. Upload your logo and choose primary and secondary colors to create the look you want. Set up a custom domain to make your workspace more familiar and add a personal touch. 

Group Service Listing

Add your service names, details, pricing, and quantity to build a personalized service list. Moreover, you can offer multi-package services and price them together. You can also hide the price of services from clients and let clients leave a review of the services for future prospects.

Customized Intake Form

Design the perfect intake form to collect all the necessary data from your clients such as name, contact details, and project specifics. Customize each form to capture every detail you need to complete orders efficiently.   

Order Forms

After or before each client conversation, you can design order forms to get all the info about the task. So that you can get started soon. Add custom fields like paragraphs, placeholders, files, spreadsheets, etc. 

Order Management

Break down orders into tasks to keep everything manageable. Assign tasks to your team, set deadlines, and follow up regularly. Use the Kanban board to see where each task stands. And get client feedback and approvals in real time. 

Tickets

Log all client issues by creating tickets, ensuring that every concern is clearly documented and organized. Assign tickets to team members right away, making sure issues are resolved effectively.

Files Management

With every order, you’ll have hundreds of files created and shared. Organize them effortlessly using Files. Attach any necessary files to a specific order, task, or ticket making it easier to follow up and keep everything in border. 

Invoice & Subscriptions

Get an automated invoice for each order or create one for personalized requests. You can link your services to your website for upfront payments or split payments across multiple invoices. Create and send personalized quotations for specific client needs. 

Dashboard

Get a comprehensive overview of your entire operation. Stay connected with the latest client feedback, tickets created, and revenue generated, all from a single view. This allows you to quickly identify bottlenecks and address them

Pros of Agency Handy

• Customize your workspace with a shareable service catalog and branded intake forms.
• Manage large projects easily with up to 20 TB of storage.
• Use Kanban boards in every plan to visualize and track project progress.
• Use the multiple language support to reach a wider audience. 
• Reach out for support via email, live chat, or the Facebook community.

Best Use Cases of Agency Handy

Agency Handy’s comprehensive tool offers support to a wide range of businesses. Here are 5 best use cases of Agency Handy:

Marketing Agencies

As a marketing agency, you need to manage multiple campaigns and client projects simultaneously. Agency Handy’s customizable workflows and Kanban boards allow you to track each project’s progress easily.

Further Read: Best Client Portals for Marketing Agencies

Creative Agencies

For creative agencies, showcasing services is essential. Agency Handy provides a shareable service catalog that helps you present your offerings clearly, while also keeping client deliverables organized and accessible.

Consulting Firms

Gathering detailed client information is crucial for providing tailored advice for a consulting firm. Agency Handy’s customizable intake forms make it easy to collect the necessary data, streamlining the onboarding process and ensuring you have everything you need to start working effectively.

IT Services

Data security and storage capacity are top priorities for an IT firm. With up to 20 TB of storage and bank-grade security, Agency Handy ensures that your client’s information is safe and accessible whenever you need it.

Freelancers

As a freelancer, you have to keep up with several clients and manage your projects, invoices, and client interactions all at one time. Agency Handy offers a centralized platform that helps you keep everything on track, from start to finish, making your workflow smoother and more efficient.

Further Read: Best Client Portals for Freelancers

Agency Handy Pricing 

You’ll get 3 types of pricing plans from Agency Handy:

Pricing Tiers	Monthly Billing	Yearly Billing	Users	Features
Solopreneur	$69/month	$49/month	3	Unlimited ClientsUnlimited OrdersCustom brandingTask ManagementInvoicingNotesInternal team Conversation Client Approval
Teams	$149/month	$99/month	10
Pro	$199/month	$149/month	30

What Do People Say About Agency Handy?

Rating on G2: 5 out of 5

“Handy is a fantastic client portal tool for agencies due to its user-friendly interface, making it easy for clients to access and navigate through the platform.” – Andrew J.

Rating on Product Hunt: 5 out of 5

“A great tool for agency management. AgencyHandy solves all my management problems easily. A hassle-free tool you should add to your list.”- Shamima Nasrin

Rating on Trustpilot: 3.8 out of 5

“I am extremely satisfied with Agency Handy. It has streamlined our client management process and has become an essential tool for our business operations.

Features and Functionality:

Customer Management: Adding customers is incredibly straightforward, allowing us to maintain a well-organized database with ease.

Proposal Generation: The feature to send proposals is efficient and professional, saving us time and enhancing our client communication.

Invoicing System: Generating invoices is a breeze with Agency Handy. The system is reliable and helps us get paid faster.

Task Management: The Kanban-style task management has revolutionized how we handle our workload, providing clarity and boosting productivity.” – Vikas Patil

Why Should You Use Agency Handy over Clinked?

Here’s why we think Agency Handy is the right fit for you than Clinked:

2. Service Provider Pro

SPP (Service Provider Pro) stands out when compared to Clinked, especially if you’re looking to specialize in client onboarding and other advanced features to manage your agency.

With SPP, you can create custom order forms, intake forms, and even personalized client portals. This gives your clients a tailored experience that truly reflects your brand.

Additionally, you’ll get built-in tools for invoicing and managing subscriptions, which Clinked lacks. This makes it much easier to handle billing and payments directly within the platform. 

What we liked most about SPP is its client portal. It’s simple to use and keeps all communication in one place, making it easy to stay organized and manage projects.

SPP also includes a team inbox, making it easy to keep all client communication in one place. The platform is highly customizable, allowing you to add custom pages, create advanced reports, and integrate tools like Google Analytics. 

The secure client portal also supports localization, GDPR compliance, and advanced email features like open tracking and business hours auto-replies.

Compared to Agency Handy, SPP falls short in providing a smooth client journey from onboarding to getting paid. But, you can easily do so with Agency Handy without getting stuck anywhere. 

White labeling, onboarding clients, listing services, managing teams, getting feedback and approval, and sending invoices —you name it. 

Further Read: Service Provider Pro Alternative      

Features of Service Provider Pro

Here are the features of SPP:

Intake Forms

You can create custom intake forms to collect all necessary project details after a client places an order. These forms can be multi-page and include conditional logic, making them adaptable to various service types and client needs.

Custom Order Forms

SPP enables you to design personalized order forms for your services. You can set up single-page or multi-step checkouts, include different service types and quantities, and add conditional fields to tailor the forms to your needs.

Client Portal

SPP provides a dedicated client portal where your clients can view their projects, communicate with your team, and manage their accounts. This self-service portal enhances client satisfaction by offering easy access to project status and information.

Team Inbox

All client communications are centralized in a team inbox, ensuring that no messages are missed and allowing for better collaboration among team members. It also keeps a complete history of client interactions.

Integrated Billing and Invoicing

With SPP’s integrated billing and invoicing, you can create and send invoices, process payments, and manage subscriptions all within the platform. This streamlines your financial processes and saves time on billing.

Analytics and Reporting

SPP offers built-in analytics to track your agency’s performance. You can monitor team productivity, response times, and sales trends. Additionally, it integrates with Google Analytics for more in-depth e-commerce data.

Customization Options

The platform allows for extensive customization. You can add custom pages to the client portal, modify the underlying HTML templates, and integrate third-party tools. This flexibility ensures that SPP can adapt to your agency’s specific needs.

Pros of Service Provider Pro

• Simplifies the management of client orders and communications.
• Offers excellent customer support with quick response times.
• Integrates smoothly with other marketing and sales tools.
• Features a user-friendly interface, accessible even to non-technical users.

Cons of Service Provider Pro

• Limited customization options for order forms without coding.

Service Provider Pro Pricing

SPP offers three pricing plans:

• Basic Plan: Designed for small shops, priced at $99 per month (billed annually). This plan includes 5 team members, a custom workspace domain, a white-label email domain, a built-in helpdesk, and affiliate and referral tracking.
• Pro Plan: Ideal for established agencies, priced at $249 per month (billed annually). It includes everything in the Basic Plan plus 10 team members, editable client-facing pages, client-side teams, and the ability to create a reseller program.
• Plus Plan: Tailored for high-volume agencies, priced at $1,500 per month. This plan offers everything in the Pro Plan plus 50 team members, custom rules, and workflows.

What Do People Say about Other Software?

Rate on Capterra: 4.9 out of 5

‘Incredible piece of software – saved us so much time and money

Overall: Amazing, support times are ridiculously fast as well.

Pros: We use service provider pro to sell of our products and services online. We were actually in the early stages of getting something built internally, before someone pointed me to SPP. It’s easily the best piece of software I’ve ever used, and helps us do everything – Process orders, handle support, deliver automatic invoices, etc. It also connects to all of our marketing tools and software. So for example, if somebody signs up and makes an order, we can tag them in our marketing suite.

Cons: Honestly nothing missing. It sounds cliche, but they’ve thought about everything here.’ Stewart D.

Is SPP better than Clinked? 

Yes, SPP is a better option than Clinked, especially for agencies that need advanced features. SPP offers built-in invoicing, subscription management, and customizable client portals, which Clinked lacks. 

It also provides more flexibility with custom order forms, intake forms, and detailed project management tools. 

On the other hand, Clinked is better for smaller teams that can work with the basic client management and project management features. 

3. Moxo

Compared to Clinked’s simplicity, Moxo excels with advanced workflow automation and customizable client portals, ideal for businesses handling complex projects.

One standout feature of Moxo is its ability to automate onboarding. When we used it, the drag-and-drop builder made creating custom workflows simple and intuitive. This saves time and ensures everything runs smoothly.

With features like automated workflows, customizable templates, and a secure client portal, Moxo cuts down on manual tasks and improves client satisfaction. Plus, you can easily integrate it with your existing tools to keep everything in sync.

Further Read: Moxo Alternative

Features of Moxo

Let’s look into the features Moxo offers:

Client Portal

Moxo’s client portal offers a seamless, branded experience for clients, vendors, and partners. It centralizes communication, document sharing, and project management tasks. So, it’s easier to manage relationships and streamline workflows all in one place.

Workflow Automation

You can create customized templates using Moxo’s workflow automation with a drag-and-drop builder. It streamlines tasks like onboarding, approvals, and collaboration. This way, you can reduce manual work and enhance efficiency across your operations.

Work Assignment

Moxo allows you to assign specific roles and permissions within your workflows, ensuring that each team member or external user only accesses what they need, enhancing both security and efficiency.

Seamless Onboarding

With customizable templates and playbooks, Moxo streamlines onboarding processes, making it easy to integrate clients, vendors, and partners into your systems smoothly.

Integrations

Moxo integrates with a wide range of tools and services you already use, creating a unified and seamless workflow experience without needing to switch between different applications.

Pros of Moxo

• Save time by automating repetitive tasks with a drag-and-drop builder.
• Create branded, customized portals for a seamless client experience.
• Protect sensitive data with top-tier security and compliance standards.
• Simplify client onboarding with configurable templates and playbooks.
• Manage roles and permissions precisely within workflows.

Cons of Moxo

• There is no clarity on the pricing
• Not a suitable client portal for small businesses

Moxo Pricing

Moxo offers three pricing plans:

• Business Plan: Includes essential workflow automation and collaboration tools, starting with 100 GB/user storage.
• Business Pro Plan: Adds advanced integrations, automation, and branding options, along with a dedicated customer success manager.
• Enterprise Plan: Tailored for large organizations requiring enterprise controls, custom APIs, SDKs, and dedicated technical support.

What Do People Say About Moxo?

Rate on Capterra: 4.1 out of 5

‘A business communication made friendly and resourceful.

Overall: It has a basic feature that is enough for small enterprises but more features and functions would be value-added to this product.’ Hiran T.

Is Moxo Better than Clinked?

Yes, Moxo is better than Clinked if you need advanced workflow automation and customizable client portals. You can automate tasks, streamline onboarding, and manage secure collaboration. 

On the contrary, Clinked is simpler and may suit smaller teams looking for basic project management and file sharing.

4. FuseBase 

While Clinked focuses on client portals, FuseBase integrates both client-facing portals and internal project management tools, offering a more well-rounded solution for agencies.

The platform is designed to help you streamline every phase of your projects, from onboarding to completion. It combines tools for project management, data collection, file management, and team collaboration, all within a single platform. 

One of the standout features we found in FuseBase when we used it was its centralized project workspace. It allowed us to bring all project-related communication, documentation, and tasks together, making collaboration smooth and efficient. 

Moreover, the platform’s integration capabilities also make it easy to connect with other tools, further simplifying your workflows.

Features of FuseBase 

Here are the features of Fusebase:

Personalized Onboarding 

FuseBase lets you create onboarding processes that fit each client’s needs. This makes starting new projects easier and more tailored to each client. Additionally, it simplifies client communication by centralizing all onboarding materials.

Ai-Powered Assistance 

The platform uses AI to help manage tasks like scheduling and reminders, reducing the amount of manual work you have to do. This allows your team to focus on what matters most while the AI handles routine details efficiently.

Centralized Knowledge Base

FuseBase has a space where you can store and access important information, keeping your team informed and organized. This helps streamline communication and keeps everyone on the same page.

CRM, Sales, And Marketing Tools

You can manage client relationships, track sales, and run marketing campaigns all in one place, making your business processes more efficient. This integration streamlines your business processes, making them more efficient.

Project Management Tools

FuseBase offers tools to track tasks, communicate in real-time, and collaborate easily. This helps keep your projects on track and your team coordinated. By centralizing these functions, FuseBase makes it easier to manage your team’s workflow.

Data Collection

FuseBase’s integration with Nimbus Web allows users to efficiently collect and organize data from various sources directly within the platform. This feature enables seamless gathering of web content, notes, images, and other forms of data into a centralized location.

Pros of FuseBase

• AI-powered features like virtual assistants and intelligent search 
• Dashboards provide tools for monitoring progress and detailed analytics.
• Internal collaboration tools like a centralized knowledge base.
• Connects with over 2,000 apps and tools

Cons of FuseBase 

• Additional $7 for advanced features like automation and generative AI.

FuseBase Pricing

FuseBase offers three pricing plans:

• Essentials: $28 per month, includes 2 client accounts, 2 client portals, 3 team members, 99 AI requests, and 99 automation runs.
• Plus: $73 per month, offers 15 client accounts, 5 client portals, 3 team members, 300 AI requests, and 300 automation runs.
• Ultimate (White Label): $148 per month, provides 10,000 client accounts, 15 client portals, 3 team members, 10,000 AI requests, and 10,000 automation runs.

What Do People Say About FuseBase?

Rate on Capterra: 4.6 out of 5

“The tab that is constantly open

Overall: My note-taking became smoother than ever. I used to have Evernote back in the day so I don’t honestly know how much Nimbus Note is better than them. I tried Notion and I felt Nimbus Note AI to be better and feel better. About Nimbus Note, I love how I have all my thoughts in one place. It’s like a borrowed brain, to uncluttered mine.”- Pedro P.

Is FuseBase Better than Clinked?

Yes, FuseBase is better than Clinked if you need advanced customization, AI-powered tools, and extensive integration options. 

It excels in creating personalized client portals, automating workflows, and managing both internal and client-facing tasks with ease. 

In comparison, Clinked is much simpler and offers basic client portal features. It’s ideal for smaller teams and freelancers, but the UI is pretty dull. 

5. SuiteDash

Clinked’s features are limited in scope, whereas SuiteDash delivers an all-in-one business management platform with CRM, project management, invoicing, and white-labeling options, making it more versatile.

It’s an all-in-one business management platform that includes CRM, project management, invoicing, and more.

For instance, SuiteDash allows you to automate client onboarding, manage subscriptions, and even run digital marketing campaigns—all within the same platform. You can’t find these features while using Clinked. 

When we used SuiteDash, SuiteDash’s customization and automation is what stood out to us. The platform integrates smoothly with existing processes, making it easier to manage multiple clients and tasks. 

Moreover, its ability to white-label the platform with your branding adds a professional touch. Not only does SuiteDash offer white-labeling, but you can even white-label minute details like QR code and signup loading page too. 

Further Read: SuiteDash Alternative

Features of SuiteDash

Let’s look at the features of SuiteDash:

Connect Management

Store unlimited client contacts, group them into circles for easy management, add custom data fields, bulk edit, track deals, and import/export client data. Keep all client information organized and easily accessible for your team.

Onboarding New Clients

Automate client onboarding with self-registration forms, document signing, file uploads, trigger actions, and automated email sequences. Streamline the process to ensure a smooth and efficient client onboarding experience.

Client Portal

Create a branded login page and URL, white-labeled mobile app, customize dashboards, and secure client communication with messaging and live chat. Enhance the client experience with a portal that feels like an extension of your brand.

Project Management

Use Kanban boards, task templates, time tracking, and billing to manage and execute projects efficiently. Keep projects on track and meet deadlines with tools that support your workflow.

Invoicing And Payments

Send estimates and invoices, accept online payments, offer subscriptions, store payment details, and manage billing through dashboards. Simplify your financial processes by managing everything in one place.

Appointment Scheduling 

Provide booking pages and calendar widgets, integrate with calendars, and allow clients to self-book and manage appointments. Offer flexible scheduling options that empower your clients to book at their convenience.

File Management

Offer cloud storage, file transfers, folder structures, and version tracking to enhance collaboration and file organization. Ensure secure and organized file handling with features designed for easy access and sharing.

Support Tickets 

Manage customer support with custom inboxes, priorities, tags, email-generated tickets, and controlled access, ensuring efficient ticket handling. Improve your customer support process by keeping everything organized and accessible.

Pros of SuiteDash

• Efficient client onboarding with automated workflows and document management.
• Integrated invoicing and payment processing within the portal.
• Convenient online appointment scheduling with self-booking options.
• Advanced ticket management system for handling client support requests.
• Offers an LMS feature where you can create and sell digital courses.

Cons of SuiteDash

• Cluttered interface and a difficult-to-navigate interface.

SuiteDash Pricing

SuiteDash offers three pricing plans:

• Start Plan: $19 per month or $180 per year, providing foundational business tools like unlimited CRM contacts, staff, portals, and 100GB of storage.
• Thrive Plan: $49 per month or $480 per year, includes everything in the Start plan plus growth tools like autoresponder drip marketing, dynamic proposals, and 500GB of storage.
• Pinnacle Plan: $99 per month or $960 per year, offering premium tools like complete automation, LMS learning management, support tickets, and 2TB of storage.

Further Read: SuiteDash Pricing

What Do People Say About SuiteDash?

Rate on Capterra: 4.8 out of 5

“Complete CRM and Client Portal Solution!

Overall: It’s a very cost-efficient solution for me, I am an Appsumo purchaser and this deal works at least 4x what I invested for.”-  Dr. Ananthashai V.

Is SuiteDash Better than Clinked?

Yes, SuiteDash is better than Clinked for businesses that need a comprehensive all-in-one platform. It’s particularly strong in white-labeling, allowing you to fully customize the client portal to match your brand.

In contrast, Clinked is limited to basic client portal functionality and lacks advanced features like automation and white-labeling.

6. Dubsado

While Clinked offers a secure client portal with a simple interface, Dubsado provides additional specific features that make it more versatile. 

For example, Dubsado includes built-in contract templates, allowing you to create and send legally binding agreements directly from the platform. In contrast, Clinked doesn’t have a contract management feature, requiring you to use external tools for this purpose.

Dubsado also offers integrated invoicing, enabling you to create, send, and track invoices all within the same platform.

Additionally, Dubsado’s scheduling tools let clients book appointments directly through the portal. 

When we used Dubsado, the client portals were very helpful. They made it easy for our clients to access documents, timelines, and communication in one place.    

Lastly, Dubsado’s automation features allow you to set up workflows that automatically handle repetitive tasks like sending reminders or follow-up emails.                                                                                                                                                                                                                                                  

Features of Dubsado 

Here are the key features of Dubsado:

Automated Workflows

Dubsado lets you create workflows that automate routine tasks like sending emails, scheduling reminders, and processing recurring payments. This reduces manual effort and helps you maintain consistency in your processes.

Customizable Forms

You can design forms using pre-made, embeddable templates. These forms can be customized to fit your brand and make it easier to collect client information. So, you can ensure every client’s needs are met properly. 

Advanced Scheduling 

Dubsado’s shared calendar feature allows you to schedule appointments, track meetings, and gather detailed information about your engagements. It helps keep your schedule organized and accessible.

Contract Management

Easily create, customize, and send contracts for electronic signatures. This feature streamlines the contract process, ensuring that all legal agreements are handled efficiently and securely.

Invoicing And Payments

Dubsado simplifies billing by allowing you to create and send invoices directly from the platform. You can also set up payment plans and accept payments through various methods.

Pros of Dubsado 

• Keep all client interactions organized through a dedicated portal.
• Automate various aspects of your workflow to save time.
• Use customizable templates that align with your brand.
• Track all client projects, tasks, and deadlines in one central platform.
• Manage invoicing, payments, and financial tracking seamlessly.

Cons of Dubsado 

• You only get limited features in the starter pricing plan.

Dubsado Pricing

Dubsado pricing offers two types of plans:

• Starter Plan: $20 per month when billed annually, ideal for new businesses and freelancers with access to features like forms, invoicing, and client management.
• Premier Plan: $40 per month when billed annually, designed for growing businesses, includes advanced features like automated workflows, scheduling, and unlimited projects and clients.

What Do People Say About Dubsado?

Rate on Capterra: 4.2 out of 5

‘Dubsado is an excellent CRM!

Overall: Overall I love Dubsado. I wish the setup had been more intuitive. I’ve made peace with not utilizing all of the features and will maybe get them set up one day. There are people you can pay to set up your Dubsado account that are certified by Dubsado.

Pros: I love the ability to customize everything sent out to clients allowing me to stay on brand. I also love that my clients find it easy to schedule and pay invoices. Very intuitive on the client side.

Cons: Dubsado is a major endeavor for setup. 2+ years later, I still have features I’m not using to the best of my ability.’ Jamie S.

Is Dubsado Better than Clinked?

Yes, Dubsado is better than Clinked if you need advanced automation and customized client management. 

Dubsado offers more flexibility in creating forms, managing contracts, and tracking payments, making it ideal for service-based businesses. 

However, if your primary focus is a secure, straightforward client portal, Clinked is a better fit. 

What Key Features to Look for in A Clinked Alternative?

When looking for an alternative to Clinked, here are a few key features you should keep in mind.

Customization And Branding

A strong alternative should offer deep white-labeling capabilities, allowing you to customize the platform to reflect your brand fully. This includes custom logos, color schemes, and even personalized domain names. This helps maintain consistency and professionalism in your client interactions.

Comprehensive Toolset

Look for a platform that integrates essential business tools like CRM, project management, invoicing, and collaboration features. This integration ensures that all aspects of client management are handled in one place, reducing the need for multiple software solutions.

Client Onboarding

The platform should provide customizable onboarding workflows that guide clients through the initial setup, including signing documents, filling out forms, and uploading necessary files. Automated onboarding processes save time and enhance the client experience.

Service Listing

The ability to create detailed service catalogs that can be shared publicly or embedded on your website is essential. This feature allows clients to view, select, and order services easily, streamlining the sales process.

Ease of Use and Setup

A user-friendly interface with drag-and-drop functionality and pre-built templates can significantly reduce the time required to get started. This is particularly important if you need to onboard new clients or projects quickly.

Automation and Workflow Management

Advanced automation features are crucial for improving efficiency. Look for platforms that offer workflow automation for tasks like sending notifications, managing approvals, and handling routine client communications.

Security and Compliance

Ensure the platform includes robust security measures, such as data encryption, two-factor authentication, and compliance with standards like GDPR. Protecting client data is a top priority in any client management system.

Scalability and Flexibility

As your business grows, your software needs should scale with it. Choose a platform that supports unlimited users, clients, and data storage to accommodate your expanding needs without additional costs.

Integration With Third-Party Apps

The ability to seamlessly integrate with other tools and services, such as Google Workspace, Microsoft Office, or industry-specific software, can enhance your workflow and reduce the need to switch between different platforms.

So, What is The Best Clinked Alternative?

Agency Handy is the best alternative to Clinked, offering features that cater specifically to digital agencies. 

It’s designed to meet your specific needs with a shareable service catalog, customizable onboarding forms, and up to 20 TB of storage—ideal for handling large projects. With Kanban boards and order management tools available in all plans, it’s especially suited for SEO and creative agencies.

But it’s worth noting that other software options may fit different requirements. 

Moxo shines in workflow automation and customizable client portals, making it a solid choice for businesses seeking advanced management tools. SuiteDash provides an all-in-one business solution with strong white-labeling options. 

And the list goes on.

You have several strong options depending on what your business needs most.

Wrapping Up

When choosing the best Clinked alternative, focus on identifying your core needs, such as client onboarding and automation features. Prioritize user experience by selecting a platform with an intuitive interface that’s easy to navigate. 

Before making a final decision, take advantage of free trials to see how well the software fits into your daily operations. Ensure that the alternative integrates smoothly with your existing tools. 

Lastly, choose a solution that can grow alongside your business to meet future needs.

FAQs 

What types of businesses are best suited for Agency Handy?

Agency Handy is best suited for digital agencies, marketing firms, and service-based businesses that require an easy-to-use platform. These features make it ideal for organizations that need to improve client communication and keep projects on track. 

How do these Clinked alternatives handle large file storage and sharing?

Platforms like Agency Handy and FuseBase provide significant storage capacities. They include features specifically designed for easy file sharing and management. This is especially beneficial for agencies that handle large files, such as videos and high-resolution images.

What is the best alternative for a marketing agency?

The best alternative for a marketing agency is Agency Handy. It’s great for managing multiple campaigns and projects, offering customizable workflows and Kanban boards for easy tracking. It also features a shareable service catalog.