Automated Customer Engagement - Anytime & Anywhere
Unique Features You Can Get
Fetch leads into the database and integrate them with the workflow with or without the CRM with our partner portal solution.
Create a custom workflow for your business logic and automate management of high volume of partnership requests with our online partner portal.
Using our online partner portal solution development services, provide role-based access to CRM to your partners and their team-members.
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
Enable and manage specific discounts for partners, generating POs and invoicing, payments, and more with our online partner portal solutions.
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.
Ramp up the revenue productivity by automating onboarding with triggered workflows for applications and workflows with our online partner portal.
Enhanced Partner Performance
View all the conversions, pipeline, etc. through your custom-built online partner portal and manage and enhance your indirect channel partners’ performance.
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.
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
CMS Migration, re-development, or making any size of updates on your existing online partner portal.
Major Industries We Serve
Simplify your education logistics with a futuristic online partner portal solution to make education easily accessible.
Streamline donor management, volunteer management, and other nonprofit operations to make your nonprofit a success.
Manage your real-estate brokers and partners centrally to ease your real-estate business logistics.
Group your financial services in categories and optimize them to make their management efficient and transparent for customers.
Manage doctors, nursing staff, their schedules, patient details, and more to upgrade your healthcare services.
Provide your insurers with full clarity, visibility, and transparency to overcome your customers’ skepticism and gain more sales.
Travel & Hospitality
Offer the best travel and hospitality services with a customer-centric partner portal to fit your travel business.
Use our online partner portal to streamline your legal services and smoothen the processes involved.
Why Build an Online Partner Portal?
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.
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
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.
Efficient Partner Network Management & Growth
All Your Affiliates at One Place - Managed & Generating Revenue
Operational Ease for Supply Chain Management
Efficient Customer Communication Management System
All Your Resources & Knowledge Managed Efficiently
Educate the Future - Taking Schools Online
Enable Customers to Form Better Relationships
Retail Portal for You and Your Customers
Types of Portal Solutions We Offer
Customer Portal (B2B & B2C)
Streamline your customer support with a fully scalable and configurable self-service portal to help customers solve their problems themselves.
Centralize your affiliates’ management with a single point of contact in the form of a portal through our affiliate portal development services.
Make your logistics more efficient and well-managed by managing all your vendors and suppliers centrally.
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.
Build a web portal to manage your vendors, suppliers, partners, affiliates, or any other entity you need for your business.
Get a custom-built portal exclusive to your business needs with our custom portal development services.
Explore latest news, trends, guides and about everything in the world of CRMs.
© Copyright 2021 CRMJetty All rights reserved