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Description
CRMJetty, a division of Biztech IT Consultancy, excels in providing tailored portal solutions for various CRM platforms such as Salesforce, Microsoft Dynamics 365, SuiteCRM, and SugarCRM. Their product range encompasses self-service portals, partner relationship management (PRM) portals, and vendor portals, all aimed at boosting user engagement and improving operational efficiency. Emphasizing security, no-code customization, and seamless real-time integration with CRM systems, CRMJetty delivers scalable solutions. Recently, they have rolled out AI-enhanced features to further refine portal management. With over 15 years of industry expertise, they assist businesses in developing effective and user-friendly portals that meet diverse needs. By continually innovating, CRMJetty ensures that their solutions remain relevant and highly competitive in the marketplace.
Description
Distinguish yourself from the competition by offering your clients a streamlined and efficient client portal. This Client Portal seamlessly integrates with WordPress, enabling you to oversee client projects without the clutter of traditional project management tools. Projects often become chaotic; if you handle client work, you're familiar with the challenges of monitoring various tasks and deliverables. The majority of documents exchanged tend to be sent via email, which can easily get lost in the clutter of both your inbox and your client's. Whether you're searching for a proposal from six months ago to clarify the project scope or your client is trying to locate a Google document with a draft they need, this can lead to frustration. The Client Portal is a straightforward, lightweight WordPress plugin that you can implement on your website immediately, providing your clients with an organized way to track project progress and access all necessary files at their convenience. Say goodbye to frequent requests like "Can you resend our logo? I can't find it!" as this solution ensures everything is right where it should be. By enhancing your client experience, you'll foster better communication and satisfaction.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Datto RMM
IRSLogics
Microsoft Dynamics 365
Salesforce Sales Cloud
SugarCRM
SuiteCRM
WordPress
Integrations
Datto RMM
IRSLogics
Microsoft Dynamics 365
Salesforce Sales Cloud
SugarCRM
SuiteCRM
WordPress
Pricing Details
$399 USD
Free Trial
Free Version
Pricing Details
$199 per year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CRMJetty
Founded
2008
Country
United States
Website
www.crmjetty.com
Vendor Details
Company Name
Client Portal
Country
United Kingdom
Website
client-portal.io
Product Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Product Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search