Customer Portal Solutions

Customer Portal Solutions

Custom Customer Portal Solutions

 

B2C Customer Portal

Here we are talking about bridging the end customer, their needs to access your CRM and your employees. As per the industry, these requirements change. If you have very generic requirements, or do not use too many custom modules in your CRM, with very little customizations we can do manage this project for you.

 

B2B Customer Portal / Client Portal

The need to B2B is to serve a smaller audience in comparison to the B2C. However, the use cases and the nature of access to the Portals would vary significantly. Here, we are mainly talking about accessing the quotes, purchase orders, invoices, meetings schedule, and similar group of activities.

Unique Features You Can Get...

Product Catalog & Services Display

It is an easy way to display your products & services to existing and new customers. A Customer Portal will run 24x7.

Be Available

To display your products is one thing. Provide a platform to the customers to get in touch with you. It could be chat, tickets, and more.

Add Value

Your CRM has customer types defined already. You can set groups of the customers to see a particular price. Is there a better way to show a customer that they are important?

Payment Gateway

Not just display information, let the customer make purchase, too.

Provide Key Insights

Best mechanism to upsell is to show the user data. Let the customer decide how to utilize your products & services best.

Understand Your Customers

The CRM Customer Portal also helps you identify what the customer is searching for, and more.

Collaborate

Create a community on your customer portal and start open discussion forums, discussion boards, etc.

Security

Using our services, we can build a Customer Service Portal for your business that is an extension of your CRM. Alternatively, you can choose to develop a web-based portal independent of the CRM. Either way, the database remains on your servers and your security remains intact.

Service Models

 

Our Existing Products

Check out our SuiteCRM, SugarCRM, Dynamics CRM and Salesforce plugins for CRM Portals.

 

New Development

Based on your business logic and CRM modules, we can create a custom CRM Portal.

 

Updates on Existing Portal

CMS Migration, Re-development, or making any size of updates on your existing CRM Portal.

We are a CRM Consultancy. We can always find a workaround to ensure, we can find the most effective way to deliver your requirements. And, we always look forward to ensuring that our solution remains viable for your business.

Why Build a CRM Customer Portal?

 

Optimize Business Processes

A customer portal provides a single point of communication platform for all the stakeholders such as the customer or the client and employees. Therefore, you can assign specific rights to the customers to have direct access to CRM and control the same from backend. Based on the roles defined in your team, you can assign your employees different levels of access to serve the end user.

 

Role-based Accessibility

Just like in the CRM, for CRM Portal also, the users will have limited access as per the access assigned to them by the Admin. Therefore, governing who has access to what is no more implied. It is well-documented and implemented through the CRM Portal.

 

Ease of Use

There are a number of case studies suggesting how a CRM Customer Portal leads to increased productivity. Why? Because, it is a process improvement tool that ensures that the redundant processes are discarded and through uniform activities, the whole business logic operates.

Technologies

 

Frontend

HTML5, CSS, Bootstrap, Javascript (Angular, React), jQuery

 

Backend

Core PHP, CakePHP

 

CMS

WordPress, Joomla, Drupal, DotNetNuke

 

Cross Platform

Ionic, Xamarin

 

CRM

SugarCRM, SuiteCRM, Dynamics CRM, Salesforce

Industries

  • Banking & Insurance
  • Education
  • Healthcare
  • Manufacturing
  • Pharma
  • Services

Testimonials

I highly recommend Sales port - A Customer Portal for Wordpress. It has provided us with a very functional Customer Portal allowing our customers t ...

Robbert Morgan
Barry Hill
Director - Workrite Ergonomics

SuiteCRM offers great possibilities. With the Wordpress Customer portal Add-On you get the possibility to enhance the CRM with a great and easy to ...

Robbert Morgan
Armin Mair
Sales Account Manager - Megabit GmbH

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