Automated Customer Engagement - Anytime & Anywhere
Unique Features You Can Get
Product Catalog & Services Display
Display your products and services to your existing and new customers day in and day out with an online customer service portal.
Leverage online customer portal solutions to be in constant touch with customers via chat, tickets, and more.
Set groups of customers to enable them to see a particular price according to the customer type you defined and make them feel important.
Let the customers make purchases online via the payment option of their choice with online customer portal solutions.
Provide Key Insights
Use the customers’ data to help make your products and services fit the customers’ needs the best.
Understand Your Customers
Our customer portal solutions help identify what the customer is searching for, likes, and more to finetune your products and services.
Create a community on your customer portal and start open discussion forums, discussion boards, etc.
Using our customer portal solutions and services, build a Customer Service Portal for your business as an extension of your CRM or independent of it to keep the database on your servers and retain security.
Ready-to-Launch Portal Solutions
Check out our SuiteCRM, SugarCRM, Dynamics CRM and Salesforce plugins for CRM Portals.
Bespoke Customer Portal Solutions
Based on your business logic and model (B2B or B2C), CRM modules, we can create an online customer portal.
Updates on Existing Portal
CMS Migration, Re-development, or making any size of updates on your existing CRM Portal.
Major Industries We Serve
We are a CRM consultancy and always strive to find the most effective way to deliver your requirements. And, we always look forward to ensuring that our solution remains viable for your business.
Simplify your education logistics with a futuristic online customer portal to make education easily accessible.
Streamline donor management, volunteer management, and other nonprofit operations to make your nonprofit a success.
Manage your real-estate brokers and partners centrally to ease your real-estate business logistics.
Group your financial services in categories and optimize them to make their management efficient and transparent for customers.
Manage doctors, nursing staff, their schedules, patient details, and more to upgrade your healthcare services.
Provide your insurers with full clarity, visibility, and transparency to overcome your customers’ skepticism and gain more sales.
Travel & Hospitality
Offer the best travel and hospitality services with an online customer portal for your travel business.
Use our customer portal to streamline your legal services and smoothen the processes involved.
Why Build a CRM Customer Portal?
Optimize Business Processes
A customer portal provides a single point of communication platform for all the stakeholders such as the customer/client and employees. Based on the roles defined in your team, you can assign your employees different levels of access to serve the end user.
Just like in the CRM, for CRM Portal also, the users will have limited access as per the access assigned to them by the Admin. Therefore, governing who can access what is now super-easy, well-documented, and implemented through the CRM portal.
Ease of Use
There are a number of case studies suggesting how a CRM Customer Portal leads to increased productivity. Why? Because it is a process improvement tool that ensures that the redundant processes are discarded and the whole business logic operates with uniform activities.
Efficient Partner Network Management & Growth
All Your Affiliates at One Place - Managed & Generating Revenue
Operational Ease for Supply Chain Management
Efficient Customer Communication Management System
All Your Resources & Knowledge Managed Efficiently
Educate the Future - Taking Schools Online
Enable Customers to Form Better Relationships
Retail Portal for You and Your Customers
Types of Portal Solutions We Offer
Manage your incoming partnership requests, contracts, and onboarding. Give them better visibility of collaborating with you.
Centralize your affiliates’ management with a single point of contact in the form of a portal through our affiliate portal development services.
Make your logistics more efficient and well-managed by managing all your vendors and suppliers centrally.
Knowledge Base Portal
Automate your customer support with a knowledge base portal to provide your customers with all they need to self-solve their problems.
Build a web portal to manage your vendors, suppliers, partners, affiliates, or any other entity you need for your business.
Get a custom-built portal exclusive to your business needs with our custom portal development services.
Explore latest news, trends, guides and about everything in the world of CRMs.
© Copyright 2021 CRMJetty All rights reserved