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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.
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What is SMART Software?
SMART Software provides comprehensive field service management solutions tailored for various industries. By collaborating with your team, we enhance route efficiency and deliver in-depth reporting that aids in the expansion of your service operations. Our industry-leading software support team ensures you receive top-notch assistance, including personalized on-site training to maximize your experience. With our system, you can optimize your business processes while centralizing vital customer data in a single location. Our tools for inventory management, equipment tracking, and time tracking, complemented by robust reporting features, are designed to boost your profitability. You can also efficiently manage all elements related to service issues, such as ticketing, technician assignments, inventory oversight, and vehicle upkeep. Unlike standard ATM software or processors, we have a unique approach to forecasting vault cash, making ATM SMART a favored option for clients who typically return 20% of their vault cash. Additionally, SMART includes a powerful, integrated CRM solution to help you effectively nurture relationships with customers, vendors, sales leads, and other key business contacts, ensuring you maintain a competitive edge in your market. This multifaceted approach empowers businesses to operate more efficiently while fostering growth.
API Availability
Has API
API Availability
Has API
Pricing Information
$14995.00/one-time
Free Trial Offered?
Free Version
Pricing Information
$74.99
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
SMART
Date Founded
1998
Company Location
United States
Company Website
www.smart.software
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
Asset Tracking
Activity Tracking
Audit Trails
Barcoding / RFID
Checkout / Check-In
Depreciation Tracking
Disposal Tracking
Inventory Management
Location Tracking
QR Codes
Reservations
Service History
Compliance
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
Contract Management
Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management
Employee Monitoring
Activity Monitoring
Browsing History
Email Monitoring
Keystroke Recording
Productivity Analysis
Remote Control
Screen Activity Recording
Time & Attendance
Time Tracking
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Help Desk
Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management
Inventory Control
Allocation
Barcoding
Cost Tracking
Forecasting
Item Management
Order Management
Procurement Management
Reorder Management
SKU / UPC Codes
Serial Number Tracking
Supplier Management
Inventory Management
Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management
Issue Tracking
Assignment Management
Dashboard
Escalation Management
Issue Auditing
Issue Scheduling
Knowledge Base
Project Management
Recurring Issues
Scheduling
Task Management
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Route Planning
Capacity Planning
Drag & Drop Scheduling
Driver Management
Emergency Dispatch
GPS Tracking
Performance Metrics
Route Costing
Territory Management
Service Dispatch
Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking
Transportation Dispatch
Billing & Invoicing
Computer Aided Dispatch
Customer Database
Emergency Dispatch
Fuel Management
Mileage Tracking
Order Management
Routing
Scheduling
Vehicle Tracking