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What is CRMJetty?

CRMJetty, part of Biztech IT Consultancy, specializes in creating customized portal solutions compatible with various CRM systems, including Salesforce, Microsoft Dynamics 365, SuiteCRM, and SugarCRM. Their offerings include self-service portals, partner relationship management (PRM) portals, and vendor portals designed to enhance user interaction and streamline business operations. With a strong focus on security, no-code customization, and effortless real-time integration with existing CRM frameworks, CRMJetty provides scalable options for diverse business requirements. Recently, they introduced AI-driven features to enhance portal management further, showcasing their commitment to leveraging technology for improved outcomes. With over 15 years of experience in the field, they support organizations in crafting efficient and user-friendly portals that cater to a wide range of needs. By consistently pursuing innovation, CRMJetty guarantees that their solutions not only meet current demands but also maintain a competitive edge in the ever-evolving market landscape. Their dedication to client success is evident in their approach to developing solutions tailored to individual business objectives.

What is Broadridge Client Portal?

Boost your daily efficiency through detailed reporting and advanced search capabilities. The Client Portal serves as a convenient hub that consolidates all necessary information, enabling you to refine workflows and automate numerous tasks. Utilizing the Client Portal allows you to dramatically enhance productivity by providing access to critical shareholder data and other significant insights. This platform makes it simple to obtain on-demand reports and monitor voting outcomes in real-time, which ultimately eases your workload. The Client Portal is designed to empower you in managing your duties in a way that aligns with your preferences. This comprehensive solution offers not only essential data and historical records but also sophisticated search and filtering features alongside client notifications, ensuring you remain organized and well-informed. Furthermore, with its extensive range of functionalities, the Client Portal aims to streamline your work processes seamlessly, making it an invaluable asset for your daily operations.

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Integrations Supported

Microsoft Dynamics 365
Salesforce
SugarCRM
SuiteCRM
Teamstack

Integrations Supported

Microsoft Dynamics 365
Salesforce
SugarCRM
SuiteCRM
Teamstack

API Availability

Has API

API Availability

Has API

Pricing Information

$399 USD
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CRMJetty

Date Founded

2008

Company Location

United States

Company Website

www.crmjetty.com

Company Facts

Organization Name

Broadridge Financial Solutions

Date Founded

1987

Company Location

United States

Company Website

www.broadridge.com/financial-services/corporate-issuer/issuer/gain-insights-and-uncover-opportunities/client-portal

Categories and Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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