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CRMJetty
Custom portal solutions for streamlined business operations and enhanced customer engagement

What is CRMJetty?

CRMJetty specializes in developing custom portal solutions that empower businesses to enhance their digital interactions with customers, partners, and vendors. Their platform offers a modular approach with launch-ready portals that can be tailored to specific industry needs, including nonprofit, education, insurance, healthcare, manufacturing, real estate, and IT sectors. The solutions integrate seamlessly with popular CRM systems like Dynamics 365 and Salesforce, providing real-time data synchronization and secure access.

The platform features a low-code environment with drag-and-drop page builders, role-based access controls, and dynamic data widgets, enabling businesses to create portals without extensive coding expertise. CRMJetty's portals support multi-language capabilities and offer functionalities such as self-service knowledge bases, case management, document handling, billing, and notifications. With over 9 years of industry experience and 130+ custom integrations, CRMJetty helps organizations streamline operations, improve customer engagement, and strengthen partner relationships through scalable portal solutions.

Features

  • Modular Approach: Start with launch-ready portals and add functionalities as needed
  • No Coding Expertise: Easy drag-and-drop builder functionality without hiring developers
  • Real-Time CRM Integration: Enables up-to-date data synchronization with systems like Dynamics 365 and Salesforce
  • Role-Based Access: Grants appropriate access to maintain data security and accuracy
  • Multi-Language Portals: Supports customer engagement in multiple languages
  • Dynamic Data Widgets: Provides glanceable information on portal pages
  • Low-Code Platform: Simplifies workflow setup and customization
  • Instant Launch: Allows quick deployment of portal frameworks

Use Cases

  • Customer self-service portals for order tracking and communication
  • Partner relationship management (PRM) portals for onboarding and collaboration
  • Vendor portals to streamline supply chain interactions
  • Nonprofit donor engagement and campaign management
  • Educational student engagement and administration
  • Insurance policyholder and agent management
  • Healthcare patient engagement and clinical workflows
  • Manufacturing supply chain optimization and real-time collaboration
  • Real estate property sales and client self-service
  • IT client support and service delivery

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