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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 Malcolm!?

Malcolm! This platform offers a suite of online tools designed for engaging with your users effectively. Streamline your repetitive tasks into organized Workflows, enabling the creation of anything from a basic form to a comprehensive customer journey. You can either build your systems from the ground up or select from our variety of pre-made templates. Encourage user feedback by allowing them to rate your answers, which aids in refining your content for better engagement. For those with existing websites or apps, we provide straightforward methods to showcase content from Malcolm through various options like embeds, widgets, overlays, and plugins. If you lack a website or wish to establish a specific section for your content within Malcolm, consider our hosted Hub as an excellent solution. Additionally, leverage Malcolm's capabilities by utilizing webhooks to seamlessly integrate with your existing systems and enhance your operational efficiency. This integration allows for a smoother flow of information, ensuring that you remain connected with your users.

Media

Media

Integrations Supported

Asana
Citizen RIMS
Dropbox
Easyflow
HubSpot CRM
HubSpot Customer Platform
Jira
Jira Work Management
KonnectzIT
Mailchimp
Mailchimp Transactional Email (Mandrill)
Trello
Twilio
Zapier
Zendesk
Zoho CRM

Integrations Supported

Asana
Citizen RIMS
Dropbox
Easyflow
HubSpot CRM
HubSpot Customer Platform
Jira
Jira Work Management
KonnectzIT
Mailchimp
Mailchimp Transactional Email (Mandrill)
Trello
Twilio
Zapier
Zendesk
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

£30.00/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

Acknowledgement

Date Founded

2003

Company Location

United Kingdom

Company Website

malcolm.app

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

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Knowledge Management

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Online Form Builders

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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