CRMJetty 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.
CRMJetty Alternatives
Nasdaq Boardvantage
The board portal platform and collaboration tool for boards and senior executives. Learn how Nasdaq Boardvantage can make board processes paperless, and reduce the time it takes to prepare meetings. You can create single- or multi-day meetings in a matter of seconds. Add details, attach files, track attendance, and even initiate remote meetings. To protect information, encryption and multiple layers provide protection for confidentiality, integrity, availability, and security. Quickly create and distribute Board and Committee Evaluations, Conflict of Interest, and general questionnaires. Manage files, contacts and signatures. Collaboration with notifications, annotations and unanimous consent votes, esignatures and in-app email security. Accessible on any device, smartphone, tablet, or desktop. Sync seamlessly online and offline.
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Moxo
Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences.
Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction.
Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences.
Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.
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Zapa Client Portals
Introducing Zapa Client Portals, the easy solution for managing client documents. As a CPA, gather documents faster during tax season. As an attorney, manage documents and communication in one place for more profitability. The portal allows clients to upload documents, provides a checklist of necessary documents and deadlines and gives self-service access to their files. It's secure, reliable and user-friendly. Upgrade your client management with Zapa. Try it now!
Zapa Client Portals is built for small business owners such as accountants and attorneys who need a secure and efficient way to gather, organize, and share client documents. These professionals often work with sensitive financial and personal information and need a reliable solution to keep this information secure while also streamlining their workflow. The portal is designed to provide a user-friendly interface for clients to upload documents, a checklist of necessary documents and deadlines, and easy self-service access for clients. Additionally, the portal provides a secure way for these professionals to share documents with their clients and other stakeholders, making it a valuable tool for small businesses looking for an easy way to manage their client data.
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GreenOrbit
GreenOrbit has been in the intranet software industry for more than 20 years and has worked with many IT departments on successful intranet projects of all sizes.
- Our out-of-the-box intranet software is quickly deployed.
- Once deployed (either in the cloud or on-premise), GreenOrbit is easy to manage and requires minimal input from the IT department, which in most cases can be outsourced to other departments for day-to-day management.
- GreenOrbit is easy to use - in fact, it is used by over one hundred customers and more than 380,000 users.
- It provides a centralized location for communication and document management, forms and workflows, and many other features.
- Most importantly, GreenOrbit is secure.
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Pricing
Pricing Starts At:
$399 USD
Free Trial:
Yes
Integrations
Company Details
Company:
CRMJetty
Year Founded:
2008
Headquarters:
United States
Website:
www.crmjetty.com
Media
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Product Details
Platforms
Windows
Mac
Types of Training
Training Docs
Customer Support
Live Rep (24/7)
CRMJetty Features and Options
CRMJetty User Reviews
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