Reviews that highlight the trust, value, and impact we deliver through our tailored solutions.
Customer Portal
Trusted by Enterprises
Our Unique Strength
Optimize operations with a customer portal that’s built for flexibility and ease. Customize effortlessly, launch faster, and scale globally—without the complexity
No-Code/Low-Code Flexibility
Faster Go-to-Market
Straightforward Pricing
Multi-Language Support
Seamless Mobile Access
Real-time Sync
Ready to Use Portal
Dynamics 365
Deliver seamless self-service with a secure, customizable Dynamics 365 portal. Improve customer engagement while optimizing your operations.
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Salesforce
Enhance customer interactions with an intuitive Salesforce portal. Secure access, insightful dashboards, and a smooth user experience.
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Business Central
Streamline operations with a secure Business Central customer portal. Enable self-service, real-time data access, and tailored experiences to boost satisfaction and productivity
Read MoreStrengthen Customer Relationships with a Scalable Portal
Designed to adapt to your business, it streamlines management, automates processes, and ensures seamless access to essential data. With a focus on flexibility and security, our customer portal enhances user experience and simplifies operations for long-term efficiency.
Role Based Access Control
Access Objects/CRM Entities
Dynamic Data Widgets
Workflow Automation
Third-party Integration
ISO 27001 & 9001 Certified Security
& more…
Industries We Serve
Tailored portal solutions designed to meet the unique needs of diverse industries, ensuring seamless management and better customer experiences.
Nonprofits
Manage donors, volunteers, and operations seamlessly with a secure and efficient portal, ensuring greater impact for your cause.
Education
Optimize academic operations with a smart, user-friendly portal that simplifies student management, communication, and accessibility
Insurance
Offer policyholders a transparent, self-service portal for easy access to claims, policy details, and support—building trust and efficiency.
Healthcare
Simplify patient care and staff management with a secure portal for scheduling, records, and seamless communication.
Manufacturing
Enhance supply chain visibility, manage orders, and streamline vendor collaboration with a secure, integrated portal.
Real Estate
Streamline property management, broker coordination, and client interactions with a centralized, efficient portal.
IT
Optimize support, project management, and client communication with a secure, customizable portal tailored for IT services.
Explore Other Portal Solutions
If a standard Customer Portal doesn’t fit your needs, our specialized Partner and Vendor Portals might be the perfect choice. Strengthen business relationships with a Partner Portal and simplify procurement and operations with a Vendor Portal. Whatever your requirements, our solutions help optimize workflows and improve productivity.
Looking for a Partner Portal?
Make partner collaboration effortless with a secure, customizable Partner Portal. Enable smooth communication, resource sharing, and performance tracking—all within a scalable solution designed to support your business growth.
Need a Vendor Portal?
Simplify vendor interactions with a structured portal for order management, invoicing, and seamless supply chain coordination. Ensure efficiency at every step with an intuitive, self-service platform.
Sander Remans
Realtime, secure and streamline customer information sharing. Facilitating secure information sharing with customers is crucial for us as an escrow agent.... Read More
Dale Smith
SalesPort Customer Portal by CRMJetty is highly recommended for anyone wanting to integrate WordPress and Salesforce beyond web-to-lead forms. I have been... Read More
I reached out to Biztech to help me set up a WordPress frontend portal for my SuiteCRM instance. Biztech appeared to have the best solution available and...
Cost-effective Customer Portal and customization service. I was in need of a Customer Portal and was hunting for a good service that offered a few key... Read More
Scott Precourt
Customizable WordPress Portal for Salesforce The CRMJetty “Salesport” customer portal provides easy-to-use and customize portal options for... Read More
Portfolio
CIMSPA
The Chartered Institute for the Management of Sport and Physical Activity (CIMSPA) is the UK’s professional body for the sport and physical activity ...
E78
E78 is a US-based Salesforce consulting partner specializing in CRM implementation, workflow optimization, and digital transformation. The company assists ...
XYZ
XYZ is a UK-based organization that provides tailored business process optimization, advanced technology integration, and digital transformation support ...
Case Study
Transforming E78 Partners’ Document Management and Analytics with CRMJetty Salesforce Partner Portal
Our US-based client, E78 Partners, a services firm for finance and technology, needed a scalable, governed way to equip partners with current resources. Partners relied on manual exchanges...
Simplifying Membership & Partner Management with a CRMJetty Dynamics 365 Portal for CIMSPA
CIMSPA, the professional body for the UK’s sport and physical activity sector, needed a more efficient system for managing memberships and partner onboarding. Their existing portal...
A Leading University Simplifies Admissions and Enrollment with CRMJetty Education Portal for Dynamics 365
A leading private university partnered with CRMJetty to digitize and simplify its admissions and enrollment process. The institution needed a centralized solution to address challenges...
Blog
Partner Portal- Salesforce
The Best Partner Portal for Salesforce: A Practical Alternative to Salesforce Experience Cloud
- Insurance Portal
- Partner Portal
Solving Policy Management Challenges with CRMJetty's Salesforce Partner Portal
Frequently Asked Questions
What security measures are in place for the portal?
Our customer portal solutions come with ISO 27001 & 9001 certified security to ensure data protection. We provide role-based access control, data encryption, multi-factor authentication, and secure integrations to safeguard sensitive information.
Which industries can benefit from your portal solutions?
Our portal solutions cater to a variety of industries, including Nonprofits, Education, Insurance, Healthcare, Manufacturing, Real Estate, and IT. Each portal is customizable to meet the unique requirements of different sectors, ensuring seamless management and customer engagement.
What types of data can be managed within the portal?
You can manage a wide range of data, including customer profiles, case management, support tickets, transaction history, documents, contracts, invoices, and more. The portal supports real-time sync with your CRM for up-to-date records.
Do you offer a free trial of the customer portal?
Yes, we offer a free trial so you can explore the portal’s features and assess its suitability for your business before making a commitment. Contact us to request a demo and start your trial.