Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Nasdaq Boardvantage Reviews & Ratings
    266 Ratings
    Company Website
  • ActiveBatch Workload Automation Reviews & Ratings
    371 Ratings
    Company Website
  • Titan Reviews & Ratings
    376 Ratings
    Company Website
  • ServoDesk Reviews & Ratings
    25 Ratings
    Company Website
  • MindCloud Reviews & Ratings
    64 Ratings
    Company Website
  • Captain Compliance Reviews & Ratings
    187 Ratings
    Company Website
  • Hostaway Reviews & Ratings
    1,890 Ratings
    Company Website
  • iBabs Reviews & Ratings
    77 Ratings
    Company Website
  • Frontegg Reviews & Ratings
    383 Ratings
    Company Website
  • EBizCharge Reviews & Ratings
    204 Ratings
    Company Website

What is The Portal Connector?

Integrating Dynamics CRM with The Portal Connector can significantly enhance your customer service experience. By seamlessly linking Microsoft Dynamics CRM and Dynamics 365 to a secure and customizable online portal, you can elevate the quality of service you provide to your customers. This user-friendly solution eliminates the need for any coding or complex programming. The Portal Connector boasts several key benefits, such as the ability to host your portal either online, in the cloud, or through a third-party provider. It is compatible with various versions of Dynamics CRM, including 2011, 2015, 2016, and Dynamics 360. Moreover, all data from CRM, including Custom Entities, is accessible for your portal solution. One license grants you access to unlimited Development, Testing, and User Acceptance Testing environments, which is a great advantage for businesses. The Portal Connector's design prioritizes ease of use, ensuring that no coding skills are necessary for implementation. End users have the convenience of authenticating into your portal through popular social media platforms like Facebook, LinkedIn, and Twitter. Additionally, developers benefit from an open API, allowing for extensive customization of every aspect of the solution. Ultimately, this combination empowers businesses to deliver a more responsive and tailored customer service experience.

What is Client-Cloud?

Presenting the ideal solution for insurance brokers, this user-friendly and secure customer portal is available for only €19 per month. Our cutting-edge Client-Cloud technology enables small and medium-sized enterprises to set up a customer portal quickly and efficiently, eliminating the hassle of exorbitant development expenses. The results are outstanding; a premium portal provided at a stable, affordable monthly fee. So, what exactly is Client-Cloud? It is specifically designed to deliver tailored support to your clients and consists of two essential parts: a customer portal for your clients and a management portal for your business operations. Client-Cloud is created for those who wish to differentiate themselves from the typical entrepreneur. By deploying your customer portal, you can improve your service offerings and cultivate stronger customer loyalty, ultimately leading to higher sales from your current customer base. Setting up your personalized customer portal takes just 10 minutes, enabling you to establish a professional image that embodies your brand identity without any technical skills required. Choose the subscription plan that best aligns with your business objectives today, and watch how it transforms your customer interactions for the better. The simplicity and efficiency of Client-Cloud will undoubtedly elevate your business to new heights.

Media

Media

Integrations Supported

Citizen RIMS

Integrations Supported

Citizen RIMS

API Availability

Has API

API Availability

Has API

Pricing Information

$14995.00/one-time
Free Trial Offered?
Free Version

Pricing Information

$69 per user, per month
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

Sylogist

Date Founded

1993

Company Location

Canada

Company Website

www.crmportalconnector.com

Company Facts

Organization Name

OIIO

Date Founded

2019

Company Location

Netherlands

Company Website

www.getoiio.com

Categories and Features

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Popular Alternatives

Popular Alternatives

DynamicPoint Portals Reviews & Ratings

DynamicPoint Portals

DynamicPoint
BoxesOS Reviews & Ratings

BoxesOS

Epazz
SSG Digital Reviews & Ratings

SSG Digital

iPipeline