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Enrich Customer Experience with PortalXpand

Enhanced-Customer-Services
Enhanced Customer Services

Provide 24/7 accessible information through the self-service section and manage cases hassle-free.

Engagement-Results
Better Engagement Results in Higher Revenue

Don’t make your customers wait! Provide a self service section to let them engage and access required information. This will also reduce your service staff cost.

Optimization
Optimization

At the end, you will gain higher staff productivity, improved customer experience with features like easy logins, interactive interface, etc., and therefore better cost effectiveness.

Build Your Own Salesforce Portal

Create the experience you want with our self-configurable, ready-to-integrate Salesforce Customer Portal. Style your themes, widgets and seamlessly manage your content within minutes.

  • Complete Drag & Drop Builder
    Salesforce Portal

    Personalize your Salesforce customer portal by simply dragging and dropping the templates, layouts, forms, menus, and other portal components.

  • Configurable Widgets
    Salesforce Portal

    Get your pages ready in no time! Design your templates and pages using the standard design components with custom data binding.

  • Design Layouts
    Salesforce Portal

    Give a personal touch – create and customize design templates for banners, pages, widgets, forms, and more.

  • Enhanced Content Management
    Salesforce Portal

    Share data with your customers securely as per their assigned roles and profiles. Decide which data (articles, FAQs, etc.) to keep visible publicly and which data to give access to only after sign-in.

  • Instant Results
    Salesforce Portal

    Allow customers to search queries and relevant content within seconds through advanced search filters.

Salesforce-Portal
Salesforce Portal

Personalize your Salesforce customer portal by simply dragging and dropping the templates, layouts, forms, menus, and other portal components.

Salesforce Portal

Get your pages ready in no time! Design your templates and pages using the standard design components with custom data binding.

Salesforce Portal

Give a personal touch – create and customize design templates for banners, pages, widgets, forms, and more.

Salesforce Portal

Share data with your customers securely as per their assigned roles and profiles. Decide which data (articles, FAQs, etc.) to keep visible publicly and which data to give access to only after sign-in.

Salesforce Portal

Allow customers to search queries and relevant content within seconds through advanced search filters.

Configure Portal Your Way

With Salesforce client portal, you can manage your customers at a high level while being fully compatible with Salesforce and configuring it in real time as desired.

  • Custom Dashboard
    Salesforce Portal

    Salesforce client portal lets you customize your dashboard to ease customer navigation. View priority tasks and set quick links to widgets like recent activity, counter block, etc. for any required object.

  • 360 Object Management
    Salesforce Portal

    Get full control over objects in CRM and portal. Use standard and custom objects in your CRM and configure them as per your business requirements.

  • Role-Based Access
    Salesforce Portal

    Enhance portal security by assigning roles and permissions to different portal users and grant them access based on these assigned roles.

  • Configure Active CRM Layout
    Salesforce Portal

    Configure the active CRM layout to automatically reflect all the changes made in the CRM forms directly on your portal.

  • Streamlined User Management
    Salesforce Portal

    Admin can add user roles and define access rules for each. In the case of more than one admin, the main admin can give role-based configuration rights to different admin users.

  • Advance Field Level Configuration
    Salesforce Portal

    Manage the field labels and tooltips for each and every field. Set whether the fields are required, read only, searchable and so on.

Configure-Portal-Your-Way
Salesforce Portal

Salesforce client portal lets you customize your dashboard to ease customer navigation. View priority tasks and set quick links to widgets like recent activity, counter block, etc. for any required object.

Salesforce Portal

Get full control over objects in CRM and portal. Use standard and custom objects in your CRM and configure them as per your business requirements.

Salesforce Portal

Enhance portal security by assigning roles and permissions to different portal users and grant them access based on these assigned roles.

Salesforce Portal

Configure the active CRM layout to automatically reflect all the changes made in the CRM forms directly on your portal.

Salesforce Portal

Admin can add user roles and define access rules for each. In the case of more than one admin, the main admin can give role-based configuration rights to different admin users.

Salesforce Portal

Manage the field labels and tooltips for each and every field. Set whether the fields are required, read only, searchable and so on.

Leverage Streamlined Operations

Salesforce customer portal provides best-in-class quality results at a competitive price. With seamless sync between CRM and portal, it allows efficient and centralized management of operations.

  • Mobile Friendly
    Salesforce Portal

    Our Salesforce client portal provides a fully responsive and engaging mobile interface that enriches the customer experience by allowing them to access the portal whenever and wherever they want.

  • Custom Build Navigation
    Salesforce Portal

    Design and style your own page with easy-to-use design layouts using drag & drop functionality or code editor.

  • Page Level Access Permission
    Salesforce Portal

    Manage overall roles and permissions along with page level access permissions for all customers with our Salesforce client portal.

  • Flexible Third Party Integrations
    Salesforce Portal

    Ease your workflow by integrating third-party plugins with our Salesforce customer portal. Allow single sign-in with Facebook, Gmail, or Microsoft.

Leverage-Streamlined-Operations
Salesforce Portal

Our Salesforce client portal provides a fully responsive and engaging mobile interface that enriches the customer experience by allowing them to access the portal whenever and wherever they want.

Salesforce Portal

Design and style your own page with easy-to-use design layouts using drag & drop functionality or code editor.

Salesforce Portal

Manage overall roles and permissions along with page level access permissions for all customers with our Salesforce client portal.

Salesforce Portal

Ease your workflow by integrating third-party plugins with our Salesforce customer portal. Allow single sign-in with Facebook, Gmail, or Microsoft.

Industry Specific Solutions

Get a portal solution tailored to your industry to enable smooth and streamlined operations as you, your staff, and your customers need.

  •  Education Education
     Education
    Education

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

  •  Non-Profit Non-Profit
     Non-Profit
    Non-Profit

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

  •   Real-Estate Real-Estate
      Real-Estate
    Real-Estate

    Manage your real-estate brokers and partners and ease your internal operations with a centralized solution.

  •  Insurance Insurance
     Insurance
    Insurance

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

industry-specific-solution
 Education
Education

Simplify your education logistics with a futuristic online Salesforce 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 and ease your internal operations with a centralized solution.

 Insurance
Insurance

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

Why Salesforce Customer Portal

Synchronized Solution
Synchronized Solution

Salesforce customer portal permits an easy and real-time synchronization between the portal and Salesforce CRM. You can also preserve and reset data while switching CRM.

Seamless Data Flow
Seamless Data Flow

Salesforce client portal enables an on-demand, hassle-free exchange of information between CRM and the portal.

Enhanced Customer Engagement
Enhanced Customer Engagement

Streamline user management and keep your customer engagement alive and updated with emails and notifications.

360 View on Dashboard
360 View on Dashboard

Manage every action from a dashboard without having to switch between different interfaces.

Dynamic and Flexible
Dynamic and Flexible

Build pages with simple, easy-to-use drag and drop dynamic widgets without having to write a single line of code.

Cost-Effective
Cost-Effective

It is an easy to configure portal where all the entities are managed centrally. This in turn lowers your operational requirements and cost.

FAQs

What measures do you have in place for data security?

We are ISO 27001 certified by a German company named TUV-SUD. We have all data and information security controls in place. Moreover, we do not store any personal data on our software. We fetch the data on demand using secure APIs and process it as per the features.

Do I need engineers to configure and set up my portal site?

No; with a bit of knowledge of the functionalities of CRM, with our platform-as-a-service studio, you can create pages, forms, lists, and menus using simple drag-drop widgets.

How quickly can we go live using this portal software?

Our USP is we enable businesses to go to market faster than other software, usually in a couple of weeks and not in months.

Apart from case management, what are the other use cases I can achieve with this customer portal solution?

CRMJetty’s Salesforce Customer Portal helps businesses to achieve any use cases that are available within your CRM objects, in appropriate interactive forms, lists and pages.

Is your software flexible enough to connect to any 3rd party software?

Yes, our software can be connected to any 3rd party system and you can use this software as a unified platform for your customers.

In Search of a Partner Portal? We Got it for You!

Make your partnerships collaborative with PortalXpand! Customize our portal as per your niche and need and make the most out of it. With outstanding scalability, this solution is perfect to boost productivity and enhance communication.

Need a CMS Integrated Solution?

We offer a Salesforce WordPress Customer Portal – with the flexibility of WordPress on frontend and robustness and effectiveness of Salesforce on the backend.

Robin Lönnqvist
Robin Lönnqvist
Robin Lönnqvist
The absolute best platform imaginable! We have used CRMjetty for several years and are so incredibly satisfied. Their service is outstanding!... Read More
Sander Remans
Sander Remans
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
Barry Hill
Barry Hill
Barry Hill
I highly recommend Sales port – A Customer Portal for WordPress. It has provided us with a very functional Customer Portal allowing our customers... Read More
Dale Smith
Dale Smith
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
Scott Precourt
Scott Precourt
Scott Precourt
Customizable WordPress Portal for Salesforce The AppJetty “Salesport” customer portal provides easy-to-use and customize portal options for... Read More

Reviews From Some Of Our Clients

Us, as described by our clients.

Portfolio

Hercules

Guillemot Corporation is a designer and manufacturer of interactive entertainment hardware and accessories. They offer a wide range of digital audio solutions ...

US Housing CONSULTANTS

US Housing Consultants is a national company providing modern compliance and planning solutions to the affordable housing industry. Also, they are a national ...

Workrite

Workrite Ergonomics is an industry leader in the design, manufacture, and distribution of height-adjustable work centers and ergonomic office accessories, ...

Case study

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