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Ratings and Reviews 74 Ratings
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Centrex SoftwareOur robust Customer Relationship Management (CRM) system is designed to enhance productivity, boost revenue generation, and foster better customer engagement. You can effectively oversee your advance and loan portfolio while benefiting from seamless integration with ACH processors. The platform also features a broker portal and comprehensive syndicate reporting capabilities. Engage your audience through email and SMS campaigns, manage incoming and outgoing SMS communications, and monitor email open rates, among various other features. ClixSign® facilitates the electronic signature process for any document, allowing you to track when up to eight signers have viewed and signed them. Your clients can utilize a personalized portal that enables them to upload necessary documents, check messages, and monitor their balances and payments. With our cutting-edge contact and deal management software, you gain a clear view of the entire sales pipeline. Additionally, Centrex Software specializes in providing tailored software development services, aiding clients in creating web and mobile applications for a wide range of needs, ensuring that they have the right tools to succeed in their business endeavors. This combination of features and services empowers companies to operate more efficiently and effectively.
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 SmartVault?
SmartVault simplifies the process of converting your physical documents into a fully digital workflow, allowing you to scan files directly into designated folders to minimize paper clutter. With SmartVault, you gain a centralized cloud storage platform for both internal and client-related documents, ensuring that you can effortlessly locate the files you require at any moment and share them securely with the appropriate individuals. This transition not only enhances organization but also boosts productivity by streamlining access to critical information.
Integrations Supported
ATX
CCH Axcess Tax
Drake Tax
Emburse Nexonia
Emburse SpringAhead
Emburse Tallie
FileThis
Hubdoc
Intuit ProSeries Tax
API Availability
API Availability
Has API
Pricing Information
$14995.00/one-time
Perpetual Licensing.
Monthly Subscription.
Monthly Subscription.
Free Trial Offered?
Pricing Information
$20.00/month/user
https://www.smartvault.com/pricing/
Free Trial Offered?
Supported Platforms
SaaS
Windows
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
Linux
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
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
SmartVault
Date Founded
2008
Company Location
United States
Company Website
smartvault.com/
Categories and Features
Content Management
Not specified
Document Management
Not specified
Portal
Collaboration
Content Management
Document Management
File Sharing
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Categories and Features
Content Collaboration
Not specified
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Delivery
Document Indexing
Document Retention
Electronic Signature
File Recovery
File Type Conversion
Full Text Search
Offline Access
Optical Character Recognition
Version Control
File Sharing
Audit Trail
Document Management
Drag & Drop
Electronic Signature
Encryption
Search
User Management
Version Control
Workflow Management
Portal
Document Management
File Sharing
Search