Manage your business with a large number of partners seamlessly and manage their inquiries efficiently with feature-rich next-gen partner portal.
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, provide role-based access to CRM to your partners and their team-members.
Make product installation videos, use-cases, and other confidential data only to a group of confidants with our online partner portal.
Enable and manage specific discounts for partners, generating POs and invoicing, payments, and more with our online partner portal solution.
Build an online partner portal as an extension of your CRM or independent of your CRM with our online partner portal development services 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.
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 leading portal development and CRM consultancy that always strives to make your business operations seamless and optimized. We offer next-gen and futuristic portal solutions to fit your business logic.
Take your business to the next level with our industry standard portal solutions. Leverage our ready-to-launch solution, CRMJetty Portal for Salesforce, and Dynamics CRM.
We fulfill your business requirement with portal solutions from scratch, unique to your need and workflow. These can be based on your business logic and model (B2B or B2C).
Get custom CRM services for Salesforce Experience Cloud and Dynamics PowerApps Portal , as well as any other portals. We also offer custom services for any existing CRM systems you use.
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.
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.
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.
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.
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 with our affiliate portal.
Make your logistics more efficient and well-managed by managing all your vendors and suppliers centrally.
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.
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...
To address low student engagement and fragmented academic support, a public university partnered with CRMJetty to build a custom education portal using Salesforce. The portal centralized...
A leading health insurance company sought to address the challenges policyholders faced during hospitalization and claims settlement. These challenges included the complexity of documentation,...
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