The Portal Connector Description
Dynamics CRM and The Portal Connector can help you improve your customer service.
You can provide better customer service by integrating Microsoft Dynamics CRM and Dynamics 365 seamlessly with an online portal that is secure and customizable.
It is easy to use, and does not require any coding or custom programming.
The Portal Connector offers key advantages, including:
* You can host your portal online, in the cloud, or with a third-party hosting provider
* Works with Dynamics CRM 2011, 2015, 2016, Dynamics 360
* All data from CRM, including Custom Entities, can be used in your portal solution
* One license includes unlimited Dev/Test/UAT environments
* The Portal Connector is simple to use and doesn't require any coding skills
* End Users can authenticate with your portal using Facebook, LinkedIn and Twitter.
* Developers can customize every aspect of our solution with our open API
The Portal Connector Alternatives
Onehub
Onehub is a secure file storage and sharing platform that can be used by businesses of all sizes.
You can secure your data with bank-level encryption and our granular, role-based permissions structure. This allows you to control who has access to your content as well as share sensitive business files with confidence.
Onehub provides a range of powerful business tools, including virtual data rooms, client portals and Google Docs integration. It also offers automatic watermarking, branded workspaces and custom agreements to increase and expand file sharing.
You can customize your Onehub Workspace to give content sharing a professional, polished look. You can also create your own Client Portal.
Onehub's virtual data room allows your business to send confidential information to clients and keep collaborators anonymous.
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Boardable
At Boardable, we know boards. That’s why we built the best board management platform on the market. The last thing you need is more tabs to manage during a mission-critical meeting. We’ve been there, we get it. Trusted by thousands of organizations around the globe, our intuitive one-screen experience makes it easy to host meetings, build and share agendas, record minutes, manage and sign documents, assign tasks, vote digitally, and more.
We offer knowledgeable service and support from a team of experts. Over 80% of our customer team serve on boards and committees. We’re with you whether it’s your first time or you’re replacing an outdated board management platform.
Our platform caters to all levels of tech-savvy because we’ve been there. We know your time is better spent on your mission, not learning a complicated new tool. Board management software doesn’t have to be complicated to be powerful. Our solution is ready to use, right out of the box.
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InfinCE
InfinCE, a digital workplace platform to manage your end-to-end business operations and enhance the employee experience. It is a smart collaboration and remote working platform hosted on a secure private cloud that can easily integrate with third party apps/software's to empower employees to collaborate and work from anywhere. InfinCE is equipped with all the essential collaboration, communication, and productivity tools for businesses to manage employees, customers, business communications, and project management. It's fast to set up, easy to use, and a budget-friendly platform with exclusive features like:
Virtual phone system to streamline your business communication.
Customizable dashboards with smart tiles for complete data visualization.
Curated marketplace with many open-source and commercial business software.
Guest users can view dashboards, share files/documents, and collaborate with the team, customers or partners, without being part of InfinCE.
Smart video calling experience with multiple screen share and simultaneous document editing.
Centrally control your IT assets with stringent access controls.
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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:
$14995.00/one-time
Pricing Information:
Perpetual Licensing.
Monthly Subscription.
Monthly Subscription.
Free Trial:
Yes
Integrations
Company Details
Company:
Sylogist
Year Founded:
1993
Headquarters:
Canada
Website:
www.crmportalconnector.com
Media
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Product Details
Platforms
Windows
SaaS
Type of Training
Documentation
Live Online
Webinars
In Person
Customer Support
Phone Support
Online
The Portal Connector Features and Options
Portal Software
Chat
Collaboration
Content Management
Document Management
File Sharing
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