Unique Features You Can Get

Database Management

Database Management

Fetch leads into the database and integrate them with the workflow with or without the CRM with our partner portal solution.

 Lead Management

Lead Management

Create a custom workflow for your business logic and automate management of high volume of partnership requests with our online partner portal.

Give Access

Give Access

Using our online partner portal solution, provide role-based access to CRM to your partners and their team-members.

Sharing Confidential Business Data

Sharing Confidential Business Data

Make product installation videos, use-cases, and other confidential data only to a group of confidants with our online partner portal.

Purchase & Invoicing

Purchase & Invoicing

Enable and manage specific discounts for partners, generating POs and invoicing, payments, and more with our online partner portal solutions.

Security

Security

Build an online partner portal as an extension of your CRM or independent of your CRM using online partner portal solutions and keep the database on your servers intact and safe.

Speed Onboarding

Speed Onboarding

Ramp up the revenue productivity by automating onboarding with triggered workflows for applications and workflows with our online partner portal.

Enhanced Partner Performance

Enhanced Partner Performance

View all the conversions, pipeline, etc. through our online partner portal and manage and enhance your indirect channel partners’ performance.

Service Models

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

Service Models
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Our Existing Products

Our Existing Products

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

New Development

New Development

Based on your business logic and CRM modules, we can create a custom CRM Partner Portal as well as an Online Partner Portal.

Updates on Existing Portal

Updates on Existing Portal

CMS Migration, re-development, or making any size of updates on your existing online partner portal.

Major Industries We Serve

Education

Education

Simplify your education logistics with a futuristic online partner portal solution to make education easily accessible.

Non-Profit

Non-Profit

Streamline donor management, volunteer management, and other nonprofit operations to make your nonprofit a success.

Real-Estate

Real-Estate

Manage your real-estate brokers and partners centrally to ease your real-estate business logistics.

Financial

Financial

Group your financial services in categories and optimize them to make their management efficient and transparent for customers.

Healthcare

Healthcare

Manage doctors, nursing staff, their schedules, patient details, and more to upgrade your healthcare services.

Insurance

Insurance

Provide your insurers with full clarity, visibility, and transparency to overcome your customers’ skepticism and gain more sales.

Travel & Hospitality

Travel & Hospitality

Offer the best travel and hospitality services with a customer-centric partner portal to fit your travel business.

Legal Services

Legal Services

Use our online partner portal to streamline your legal services and smoothen the processes involved.

Why Build an Online Partner Portal?

Optimize Business Processes

Optimize Business Processes

An online partner portal provides a single point of communication platform for partners and employees. Assign specific rights to partners. Based on the roles in your team, you can assign employees different levels of access to serve the end user.

Role-based Access

Role-based Access

In a CRM Portal users have limited access as assigned to them. Therefore, governing who has access to what is now super-easy, well-documented and implemented through the custom partner portal solution. In a similar event, implementation without CRM can also be achieved.

Ease of Use

Ease of Use

It is a process improvement tool that ensures redundancy is discarded and business logic operates through uniform activities. Managing Partner submissions through contact forms and fetching them into an Online Partner Portal (without the CRM) is essential to make the processes.

Technologies We Work With

Technologies

  • ionic
  • AngularJS
  • ReactJS
  • core-php
  • cakephp
  • Laravel
  • ASPNet_
  • WordPress
  • joomla
  • drupal
  • dnn

Integrations

  • SugarCRM
  • suitecrm
  • dynamiccrm
  • Sales-force

Types of Portal Solutions We Offer

Customer Portal (B2B & B2C)

Customer Portal (B2B & B2C)

Streamline your customer support with a fully scalable and configurable self-service portal to help customers solve their problems themselves.

Affiliate Portal

Affiliate Portal

Centralize your affiliates’ management with a single point of contact in the form of a portal through our affiliate portal development services.

Vendor-Supplier Portal

Vendor-Supplier Portal

Make your logistics more efficient and well-managed by managing all your vendors and suppliers centrally.

Knowledge Base Portal

Knowledge Base Portal

Automate your customer support with a knowledge base portal to provide your customers with all they need to self-solve their problems.

Web Portal

Web Portal

Build a web portal to manage your vendors, suppliers, partners, affiliates, or any other entity you need for your business.

Custom Portal

Custom Portal

Get a custom-built portal exclusive to your business needs with our custom portal development services.

Testimonials

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