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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Satisfied customers are well-informed customers. PortalCX is a comprehensive experience platform that provides a customizable portal for tracking project progress and automates communication to ensure customer comfort. With PortalCX, both you and your clients gain instant access to project updates through a user-friendly app that acts as a centralized communication hub for interaction, referrals, and promotional activities. Our easy-to-navigate application reflects your progress and automates customer service functions, enabling you and your clients to efficiently monitor tasks, while the integrated two-way communication and email features ensure smooth synchronization. The most exciting aspect? Everything is managed from a single platform. Ineffective communication can lead to heightened stress and increased cancellations. By offering real-time updates through PortalCX, customer trust is bolstered, resulting in a 20% reduction in churn and support expenses. Additionally, PortalCX consistently keeps clients informed about project developments and automatically encourages them to provide reviews and referrals, further enhancing your business’s reputation and customer engagement.

Description

Sperse is a software package that provides clarity, connectivity, and collaboration to help you know your customers, your cash, and your data. Your client-facing portal connected to a powerful management system. Your portal site is vital for customers and partners to communicate, collaborate and engage with you. Find out how we can power your portal with an exceptional user-experience and smart back-end functionality to manage data. Many businesses have trouble planning cash flows because they look at their business from the rearview mirror using today's financial tools. Poor data quality and integrity can result from poor connectivity between applications. This requires employees and users to learn a lot. This can slow down daily operations and adds a significant hidden cost to the business.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Gmail
Google Sheets
Zapier
Asana
ClickUp
HubSpot CRM
LinkedIn
Mailchimp
PayPal
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
Quickbase
Salesforce
Shopify
Trello
Twilio
X (Twitter)
Xero

Integrations

Gmail
Google Sheets
Zapier
Asana
ClickUp
HubSpot CRM
LinkedIn
Mailchimp
PayPal
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
Quickbase
Salesforce
Shopify
Trello
Twilio
X (Twitter)
Xero

Pricing Details

$79 per month
Free Trial
Free Version

Pricing Details

No price information available.
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

PortalCX, Inc.

Founded

2021

Country

United States

Website

www.portalcx.com

Vendor Details

Company Name

Sperse

Founded

2016

Country

United States

Website

www.sperse.com

Product Features

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Product Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

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