clientCONNECT 5.6

clientCONNECT is a client engagement and collaboration platform that centralizes communication, documents, scheduling, and service workflows in one secure, branded hub. Built for professional services teams, agencies, and customer-facing organizations, it streamlines how you onboard clients, manage ongoing work, and track outcomes.

Key capabilities:

• Unified client profiles with timelines, notes, documents, and activity history
• Omnichannel messaging (email, SMS, and in-app chat) with a shared inbox and automated reminders
• Secure file sharing with granular permissions, version control, and e-signature support
• Scheduling and bookings with calendar integrations, time tracking, and billable hours
• Workflow automation using templates, task assignments, approvals, and SLA alerts
• Self-service client portal for ticketing, status updates, knowledge base, and payments
• Analytics and reporting for pipeline, utilization, and client satisfaction, with export options
• Integrations for email and calendars (Google/Microsoft), cloud storage (Drive/OneDrive), accounting (QuickBooks/Xero), collaboration tools (Slack/Teams), and a REST API with webhooks
• Enterprise-grade security featuring encryption in transit and at rest, role-based access controls, audit logs, SSO, and MFA
• Custom branding with your domain, themes, forms, and content templates
• Responsive web experience and mobile apps for iOS and Android

Benefits:

• Reduce back-and-forth and consolidate client interactions
• Accelerate onboarding and approvals
• Improve visibility across teams and projects
• Increase client satisfaction while scaling operations

Getting started is straightforward: import your clients, connect calendars and email, apply your branding, configure workflows, and invite your team and clients to collaborate in one place.

clientCONNECT is developed by HSBC Bank Canada and is used by 1 user of Software Informer. The most popular versions of this product among our users are: 4.2, 4.3, 5.0, 5.1 and 5.6. The name of the program executable file is Clntcnct.exe.

You can check VMware Horizon Client, Bitvise SSH Client, Client Connector for Windows Server Essentials and other related programs like ConnectWise Internet Client at the "download" section.