Customer Portal (B2B & B2C) Whitepaper
Automated Customer Engagement - Anytime & Anywhere
Online Partner Portal Solutions
Manage your business with a large number of partners seamlessly and manage their inquiries efficiently with our feature-rich next-gen partner portal.
Unique Features You Can Get
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
Create a custom workflow for your business logic and automate management of high volume of partnership requests with our online partner portal.
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
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.
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
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 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.
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 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
Education
Simplify your education logistics with a futuristic online partner portal solution to make education easily accessible.
Non-Profit
Streamline donor management, volunteer management, and other nonprofit operations to make your nonprofit a success.
Real-Estate
Manage your real-estate brokers and partners centrally to ease your real-estate business logistics.
Financial
Group your financial services in categories and optimize them to make their management efficient and transparent for customers.
Healthcare
Manage doctors, nursing staff, their schedules, patient details, and more to upgrade your healthcare services.
Insurance
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.
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
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
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.
Technologies We Work With
Technologies
Integrations
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.
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
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.
Web Portal
Build a web portal to manage your vendors, suppliers, partners, affiliates, or any other entity you need for your business.
Custom Portal
Get a custom-built portal exclusive to your business needs with our custom portal development services.
Testimonials
I highly recommend Sales port - A Customer Portal for Wordpress. It has provided us with a very functional Customer Portal al ...
Barry Hill
Director - Workrite Ergonomics
We contacted the Biztech team for their expertise with SugarCRM, WordPress, and PHP. They completed a project for us which in ...
Tony Karim
Aspide Financial - Trading Systems Consultant
I reached out to Biztech to help me set up a WordPress frontend portal for my SuiteCRM instance. Biztech appeared to have the ...
Daniel Dahlen
CEO - Small Business Sidekick, LLC
SalesPort Customer Portal by CRMJetty is highly recommended for anyone wanting to integrate WordPress and Salesforce beyond w ...
Dale Smith
Director - Operating Security Solutions
SuiteCRM offers great possibilities. With the Wordpress Customer portal Add-On you get the possibility to enhance the CRM wit ...
Armin Mair
Sales Account Manager - Megabit GmbH
CRMJetty - SuiteCRM Customer Portal is a fabulous addition to SuiteCRM. It is extremely well thought out and offers unlimited ...
Christine Ely
Managing Partner - Sonet Dynamics
So a new project for a client meant I needed a Customer Portal that was customisable, could work with a tight integration bet ...
Mike Kilby
WhitePapers
Partner Portal Whitepaper
Efficient Partner Network Management & Growth
Affiliate Portal Whitepaper
All Your Affiliates at One Place - Managed & Generating Revenue
Vendor/Supplier Portal Whitepaper
Operational Ease for Supply Chain Management
Support Portal Whitepaper
Efficient Customer Communication Management System
Knowledge Portal Whitepaper
All Your Resources & Knowledge Managed Efficiently
Education Portal Whitepaper
Educate the Future - Taking Schools Online
Services Portal Whitepaper
Enable Customers to Form Better Relationships
Retail Portal Whitepaper
Retail Portal for You and Your Customers
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