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About ClientTable

Manage your client and contact list, securely record and share personal client information with your team. Easily control access to your portal and manage logins. Securely share documents and photos through your portal and have your files stored directly in your connected Google Drive, OneDrive or Dropbox account. Use your provider’s desktop sync application or web interface to maintain your workflow and easy document access. Easily preview files in your portal - no need to download

Screenshots & Videos

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Pricing

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • NA

Modes of Support

  • Online

ClientTable Features

Document Storage

Helps in storing the documents electronically and in a systematic way

Document Management

Ability to store and manage your electronic documents

Client Management (Customer)

Facilitates strong necessary data about clients/customers and allows access to it when required

File Sharing

A simple way to share files instantaneously with the team

Client Portal

Facility for clients to view and track progress through the portal and access selective projects, files, documents, information, and etc.
ClientTable Pricing

Free Trial

Not available

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Pricing Plans

Free Free

Features

  • Secure client portal
  • File sharing with desktop sync
  • Custom branding and URL
  • CRM & 15 Clients
  • Secure messaging

Professional $14.00 $14.00 per user / month

Features

  • Secure client portal
  • File sharing with desktop sync
  • Custom branding and URL
  • CRM & Unlimited Clients
  • Secure messaging
  • Remove 'powered by ClientTable
  • Add and manage staff

Screenshots of Vendor Pricing Page

Pricing screenshot

Disclaimer: The pricing details were last updated on 24/05/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about ClientTable Pricing.

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Videos on ClientTable

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Intro to ClientTable

ClientTable FAQs

What is ClientTable used for?

ClientTable offers the following functionalities:

  • Document Storage
  • Document Management
  • Client Management (Customer)
  • File Sharing
  • Client Portal

Learn more about ClientTable features.

Does ClientTable provide API?

No, ClientTable does not provide API.

ClientTable Contact

Vendor Details

Not available

Contact Details

Not available

https://www.clienttable.com/

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