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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

API Availability

API Availability

Pricing Information

$14995.00/one-time
Perpetual Licensing.
Monthly Subscription.
Free Trial Offered?

Pricing Information

$69 per user, per month

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard 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

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

Not specified

Document Management

Not specified

Portal

Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

Customer Engagement

Not specified

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