Category
News
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Client Vault 20.43: template journeys, a journey ready for every new client
With Client Vault 20.43, you prepare a journey just once. Every new client gets their own, even from a form, thanks to FluentCRM.
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Client Vault 20.42: Team mode, your whole team around every client
Team mode arrives in Client Vault: your colleagues, your client, their family and their partners work in the same secure digital vault, each at…
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Client Vault 20.37: a fully redesigned admin, and your brand everywhere
A complete redesign of the admin, built from your feedback: a navigation bar, clear home pages, fewer clicks for every task, and your brand…
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Client Vault 20.36: your brand everywhere, your documents always within reach (October 1 update)
Your name and logo in the admin, a copy of your security key in one click, and a guided start right from installation.
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The new Client Vault website: simpler, clearer, and a demo ready in a few seconds
Client Vault has a new website. One clear page that shows the vault, the journeys and the real screens, built on the same logic…
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Client Vault becomes compatible with native Fluent Community pages
Client Vault 20.33 is compatible with the new Fluent Community Space Pages. The complete vault is displayed there, with a dedicated block in their…
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Collection Mode: distribute, protect, and monetize your content with your secure vault
Client Vault is enhanced with a new mode, the Collection. A content catalog — videos, audios, PDFs, fact sheets — organized into sections, which…
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E-commerce and Webhook safeguards are revealed, the user journey gets a refresh, and the scheduling feature arrives
This update adds three important things. Journey steps that unlock after a purchase or external validation, a completely redesigned journey, and a real calendar…
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Client Vault 2.2: Native client messaging + Fluent CRM: talk to your customers without third-party email
Client Vault gains a native advisor-to-client messaging system, hosted within the vault. You write to your clients, they reply, and no content leaves your…
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Client Vault 2.0: Revolutionize your client tracking, achieve powerful results for each client!
Client Vault is upgrading and moving to 2.0. An agency vault to pool your resources, a design revamp across all menus, a natural language…
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Major update: User experience and ease of use at the heart of your vault
In brief: this major update redefines the client journey experience, for both managers and clients. Automatic follow-up emails, participant pausing, fine-grained control over what each…
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Client Vault expands to 17 languages: 6 new ones for your Asian clients
In brief : Client Vault expands from 11 to 17 languages. Chinese (Traditional and Simplified), Japanese, Korean, Indonesian, and Vietnamese join the vault — Chinese…
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