Enhanced Customer Services
Provide 24/7 accessible information through the self-service section and manage cases hassle-free.
Provide 24/7 accessible information through the self-service section and manage cases hassle-free.
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.
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.
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.
Personalize your Salesforce customer portal by simply dragging and dropping the templates, layouts, forms, menus, and other portal components.
Get your pages ready in no time! Design your templates and pages using the standard design components with custom data binding.
Give a personal touch – create and customize design templates for banners, pages, widgets, forms, and more.
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.
Allow customers to search queries and relevant content within seconds through advanced search filters.
Personalize your Salesforce customer portal by simply dragging and dropping the templates, layouts, forms, menus, and other portal components.
Get your pages ready in no time! Design your templates and pages using the standard design components with custom data binding.
Give a personal touch – create and customize design templates for banners, pages, widgets, forms, and more.
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.
Allow customers to search queries and relevant content within seconds through advanced search filters.
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.
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.
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.
Enhance portal security by assigning roles and permissions to different portal users and grant them access based on these assigned roles.
Configure the active CRM layout to automatically reflect all the changes made in the CRM forms directly on your 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.
Manage the field labels and tooltips for each and every field. Set whether the fields are required, read only, searchable and so on.
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.
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.
Enhance portal security by assigning roles and permissions to different portal users and grant them access based on these assigned roles.
Configure the active CRM layout to automatically reflect all the changes made in the CRM forms directly on your 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.
Manage the field labels and tooltips for each and every field. Set whether the fields are required, read only, searchable and so on.
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.
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.
Design and style your own page with easy-to-use design layouts using drag & drop functionality or code editor.
Manage overall roles and permissions along with page level access permissions for all customers with our Salesforce client portal.
Ease your workflow by integrating third-party plugins with our Salesforce customer portal. Allow single sign-in with Facebook, Gmail, or Microsoft.
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.
Design and style your own page with easy-to-use design layouts using drag & drop functionality or code editor.
Manage overall roles and permissions along with page level access permissions for all customers with our Salesforce client portal.
Ease your workflow by integrating third-party plugins with our Salesforce customer portal. Allow single sign-in with Facebook, Gmail, or Microsoft.
Get a portal solution tailored to your industry to enable smooth and streamlined operations as you, your staff, and your customers need.
Simplify your education logistics with a futuristic online Salesforce 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 and ease your internal operations with a centralized solution.
Provide your insurers with full clarity, visibility, and transparency to overcome your customers’ skepticism and gain more sales.
Simplify your education logistics with a futuristic online Salesforce 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 and ease your internal operations with a centralized solution.
Provide your insurers with full clarity, visibility, and transparency to overcome your customers’ skepticism and gain more sales.
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.
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.
Our USP is we enable businesses to go to market faster than other software, usually in a couple of weeks and not in months.
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.
Yes, our software can be connected to any 3rd party system and you can use this software as a unified platform for your customers.
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.
We offer a Salesforce WordPress Customer Portal – with the flexibility of WordPress on frontend and robustness and effectiveness of Salesforce on the backend.
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