Creating and managing dynamic portals that enhance customer experiences and streamline operations has never been more critical. CRMJetty is excited to introduce a suite of advanced, AI-powered features designed to revolutionize portal management. These new tools empower businesses to create highly customized, user-friendly portals while saving time and resources, making it easier to connect with customers, partners, and stakeholders.
Whether you’re looking to streamline operations, enhance collaboration, or create a portal that aligns perfectly with your brand identity, CRMJetty’s innovative solutions offer everything you need—and more. With seamless integration capabilities, cutting-edge AI features, and user-focused design tools, CRMJetty is setting a new standard for what modern portal solutions can achieve.
CRMJetty: Simplifying Portal Management
At CRMJetty, we specialize in no-code, dynamic portal solutions that seamlessly integrate with platforms like Salesforce and Dynamics 365. Our portals are designed to foster collaboration between businesses, customers, and partners, enabling you to streamline operations and focus on growth.
Core Features of CRMJetty Portals:
1. No-Code Customization: Easily design and modify your portal without technical expertise.
2. Real-Time CRM Integration: Sync data with CRMs like Dynamics 365 & Salesforce for instantaneous updates.
3. Role-Based Permissions: Define user roles and access levels for secure, efficient collaboration.
4. Brand Identity: Customize your portal with branding that reflects your organization’s unique identity.
5. Dynamic Widgets: Add forms, lists, and other elements to create a portal experience tailored to your needs.
Newly Launched AI Features
1. AI-Powered Content Generation
Creating engaging portal content has never been easier! With this feature, you can generate professional, brand-aligned content for widgets like banners, sliders, and text blocks in seconds.
How It Works:
- Select a widget in the Page Builder.
- Click the “Generate AI” button.
- Provide a brief prompt (e.g., “Create a tagline for a tech company”).
- Get the best AI-generated response.
- Customize as required or repeat the process for new response.
This feature ensures your content maintains brand consistency while saving time and effort.
2. Smart Canned Responses
Revolutionize customer interactions with AI-generated canned responses tailored to the conversation’s context.
Key Benefits:
- Reduces response time by up to 70%.
- Ensures consistent communication standards.
- Adapts to user preferences for refined suggestions over time.
How It Works:
- Enabled in the Notes and Comments widget.
- AI analyzes conversation history to generate three relevant responses.
- Users can select, edit, or type their own replies for seamless communication.
3. AI Form Generator
Building forms has never been so simple. This feature automatically generates fully functional forms tailored to your needs.
Features:
- Intelligent field selection based on form purpose.
- Customizable layouts with drag-and-drop tools.
- Built-in UX best practices for user-friendly designs.
How It Works:
- Navigate to the Form Design module.
- Enter a brief description (e.g., “Create a Contact Us form”).
- Watch as AI generates a complete form that’s ready for use.
A Seamless Integration Experience
CRMJetty portals are designed to connect effortlessly with your existing CRM systems, including Dynamics 365, Salesforce, and more. From syncing case updates in real-time to embedding custom lists and forms on portal pages, our tools ensure a cohesive, unified experience.
Step 1: Set Up Your CRM Connection
Link your Dynamics 365 or other CRM by entering your credentials in the CRM Authentication module.
Step 2: Choose Entities/Objects
Select CRM entities or objects to sync with your portal for seamless data integration.
Step 3: Define Roles
Create role-based permissions to secure data and streamline operations.
Step 4: Design Your Portal
Use our intuitive AI-powered interface to create pages, add widgets, and embed forms.
Step 5: Go Live
Publish your portal and watch as users interact with a fully customized, AI-powered platform.
Get Started Today!
CRMJetty’s advanced AI-powered features are more than just enhancements. These features empower you to build portals that drive engagement, boost efficiency, and elevate customer experiences.
Don’t wait to transform your portal management and take your business to the next level. Explore what CRMJetty’s next-gen solutions can do for you today—click below to get started!
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