Portal for Customer, Partner & more logo

Portal for Customer, Partner & more

CRMJetty

By CRMJettyCustomer Service

Rating
5.0
Reviews
2
Pricing
Paid
From $399 per per 500 users per month
Listed since
2023

About Portal for Customer, Partner & more

PaaS for customer, partner and more.

CRMJetty’s Salesforce Portal for Customer, Partner, PRM & more is a Platform-as-a-Service (PaaS) and ready-to-integrate solution that enables businesses to build, configure, and streamline their business ecosystem. As we know, stakeholders are vital to running and scaling any business successfully. With CRMJetty’s Salesforce Portal, you can enhance your stakeholders’ overall experience.

Primary use cases: Task/Project Management Complete Content Management Partner On-boarding & Training Partner Enablement Deal Registrations / Lead sharing Order Management and Tracking Document Sharing and Management Advanced Case Management with Deflection Knowledge Base Support

Visible Benefits: No hidden cost Unlimited Portal Logins Customizable access Secure Integration with CRM Mobile-Friendly Interface

Technical Capabilities: Unlimited Portal Pages Role-based Access Access to All CRM Objects Single Sign-On List, Form, Page Builders Advanced data widgets CSS/JS Editor Dashboards Custom Workflow Management

Want to streamline your partner's activities? Just contact us, and we will take care of the rest!

Check us out here: https://www.crmjetty.com/salesforce-partner-portal/

Highlights

  • Built Natively on Salesforce Work with Salesforce data in real-time, without duplication or sync hassles, while maintaining all platform-level security and access controls.
  • Configure Without Coding Launch and evolve your portal quickly using drag-and-drop builders that let you shape pages, forms, and workflows without dependency on developers.
  • Interactive Data Views Present Salesforce records in dynamic tables, cards, and filterable lists to help users find and act on information more efficiently.
  • Secure Access for Every User Type Ensure the right people see the correct data by leveraging existing Salesforce roles, profiles, and record-level sharing rules.
  • Go-Anywhere Mobile Experience Provide field teams, partners, and external stakeholders with a branded mobile app to stay connected and productive on the move.
  • Automated Workflows That Scale Trigger Salesforce flows, approvals, alerts, and updates directly from portal interactions to simplify processes and reduce manual effort.
  • Instant Business Insight Track progress through real-time dashboards sourced from Salesforce reports, enabling teams to make informed decisions more quickly and effectively.
  • Global & Multi-Brand Ready Support multiple brands, countries, and languages through a single portal framework, ensuring consistency with localized experiences.
  • Plug into Your Digital Ecosystem Connect your portal with payments, document storage, finance, and support systems to deliver a seamless end-to-end user experience.

Screenshots

Portal - Home page

Image 1 of 14

Portal - Home page

Pricing

Paid, from $399 per per 500 users per month.

Portal for Customer, Partner & more plans
PlanPriceBilled
Starter$399 per per 500 usersMonthly
Unlimited - Contact Us$0.5 per userYearly

No hidden cost, Unlimited logins, Unlimited pages, Unlimited page views, Real-time data sync, Discounts available. Contact us at https://www.crmjetty.com/pricing/ for more details. * Unlimited Plan Starts from 50,000 users.

The publisher offers discounts.

Compatibility

Works with
  • Sales Cloud
  • Service Cloud
Requires
  • Sales Cloud
  • Service Cloud
Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on November 15, 2022
Industries
  • Engineering, Construction, & Real Estate
  • Financial Services
  • Manufacturing
Languages
  • English

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