Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Accessing and sharing information about customers, vendors, or employees from your ERP or CRM systems is effortless through a SharePoint portal. The system ensures data security by only showing pertinent information to authenticated users. By utilizing the Office 365 platform, which serves as the backbone for all DynamicPoint portals, businesses can integrate workflows alongside data collection forms, streamlining entire operations. With self-service capabilities available around the clock, customer satisfaction is bound to improve significantly. Additionally, partners can connect directly with your team, allowing for immediate responses to queries in real-time without the need for phone calls or emails. Our portal serves as a gateway to the business data housed within your ERP and CRM systems, eliminating the need for data replication or synchronization. The information is presented in real-time, ensuring accuracy and timeliness. Built on the Microsoft Office 365 platform, users can also take full advantage of the suite's offerings, including Microsoft Power Automate for enhanced workflow automation. This seamless integration not only maximizes productivity but also fosters a collaborative environment that can adapt to evolving business needs.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Microsoft Dynamics 365
Yes
Acumatica Cloud ERP
No
Epicor CMS
No
Exact
No
Key2Act
No
Microsoft 365
No
Microsoft Dynamics 365 Business Central
No
Microsoft Dynamics 365 Finance
No
Microsoft Entra ID
No
Microsoft Power Automate
No
Integrations
Microsoft Dynamics 365
Yes
Acumatica Cloud ERP
Yes
Epicor CMS
Yes
Exact
Yes
Key2Act
Yes
Microsoft 365
Yes
Microsoft Dynamics 365 Business Central
Yes
Microsoft Dynamics 365 Finance
Yes
Microsoft Entra ID
Yes
Microsoft Power Automate
Yes
Pricing Details
$399 USD
Free Trial
Yes
Free Version
No
Pricing Details
$500 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
CRMJetty
Founded
2008
Country
United States
Website
www.crmjetty.com
Vendor Details
Company Name
DynamicPoint
Country
United States
Website
www.dynamicpoint.com/customer-and-vendor-portal/
Product Features
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No
Product Features
Portal
Chat
No
Collaboration
Yes
Content Management
Yes
Document Management
Yes
File Sharing
Yes
Search
Yes