Customer Portal (B2B & B2C) Whitepaper
Automated Customer Engagement - Anytime & Anywhere
Us, as described by our clients.
Our Customer Portal Solutions
Streamline your customer management with ready-to-integrate and highly scalable customer portal solutions, and boost your operational efficiency.
Trusted by Enterprises
Unique Features You Can Get
Product Catalog & Services Display
Display your products and services to your existing and new customers day in and day out with a custom built online customer service portal.
Be Available
Leverage online customer portal solutions to be in constant touch with customers via chat, tickets, and more.
Add Value
Set groups of customers to enable them to see a particular price according to the customer type you defined and make them feel important.
Payment Gateway
Let the customers make purchases online via the payment option of their choice with online customer portal solutions.
Provide Key Insights
Use the customers’ data to help make your products and services fit the customers’ needs the best.
Understand Your Customers
Our customer portal solutions help you to identify what the customer is searching for, or likes, to finetune your products and services.
Collaborate
Create a community on your customer portal and start open discussion forums, discussion boards, etc.
Security
With our customer portal solutions, keep the database on your servers and retain security.
Service Models:
We are a leading portal development and CRM consultancy that always strives to make your business operations seamless and optimized. We offer next-gen and futuristic portal solutions to fit your business logic.
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Ready-to-Launch Portal Solutions
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Bespoke Customer Portal Solutions
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Updates on Existing Portal
Ready-to-Launch Portal Solutions
Take your business to the next level with our industry standard portal solutions. Leverage our ready-to-launch solution, customer Portal for Salesforce, and Dynamics CRM, as well as our solutions for SuiteCRM, SugarCRM.
Bespoke Customer Portal Solutions
We fulfill your business requirement with portal solutions from scratch, unique to your need and workflow. These can be based on your business logic and model (B2B or B2C).
Updates on Existing Portal
Get custom CRM services for Salesforce Experience Cloud and Dynamics PowerApps Portal , as well as any other portals. We also offer custom services for any existing CRM systems you use.
Major Industries We Serve
We are a CRM consultancy and always strive to find the most effective way to deliver your requirements. And, we always look forward to ensuring that our solution remains viable for your business.
Education
Simplify your education logistics with a futuristic online customer portal to make education easily accessible.
Non-Profit
Streamline donor management, volunteer management, and other nonprofit operations to make your nonprofit a success.
Real-Estate
Manage your real-estate brokers and partners centrally to ease your real-estate business logistics.
Financial
Group your financial services in categories and optimize them to make their management efficient and transparent for customers.
Healthcare
Manage doctors, nursing staff, their schedules, patient details, and more to upgrade your healthcare services.
Insurance
Provide your insurers with full clarity, visibility, and transparency to overcome your customers’ skepticism and gain more sales.
Travel & Hospitality
Offer the best travel and hospitality services with an online customer portal for your travel business.
Legal Services
Use our customer portal to streamline your legal services and smoothen the processes involved.
Why Build a CRM Customer Portal?
Optimize Business Processes
A customer portal provides a single point of communication platform for all the stakeholders such as the customer/client and employees. Based on the roles defined in your team, you can assign your employees different levels of access to serve the end user.
Role-based Accessibility
Just like in the CRM, for CRM Portal also, the users will have limited access as per the access assigned to them by the Admin. Therefore, governing who can access what is now super-easy, well-documented, and implemented through the CRM portal.
Ease of Use
There are a number of case studies suggesting how a CRM Customer Portal leads to increased productivity. Why? Because it is a process improvement tool that ensures that the redundant processes are discarded and the whole business logic operates with uniform activities.
WhitePapers
Partner Portal Whitepaper
Efficient Partner Network Management & Growth
Affiliate Portal Whitepaper
All Your Affiliates at One Place - Managed & Generating Revenue
Vendor/Supplier Portal Whitepaper
Operational Ease for Supply Chain Management
Support Portal Whitepaper
Efficient Customer Communication Management System
Knowledge Portal Whitepaper
All Your Resources & Knowledge Managed Efficiently
Education Portal Whitepaper
Educate the Future - Taking Schools Online
Services Portal Whitepaper
Enable Customers to Form Better Relationships
Retail Portal Whitepaper
Retail Portal for You and Your Customers
Technologies We Work With
Technologies
Integrations
Types of Portal Solutions We Offer
Partner Portal
Manage your incoming partnership requests, contracts, and onboarding. Give them better visibility of collaborating with you.
Affiliate Portal
Centralize your affiliates’ management with a single point of contact in the form of a portal through our affiliate portal. development services.
Vendor-Supplier Portal
Make your logistics more efficient and well-managed by managing all your vendors and suppliers centrally.
Knowledge Base Portal
Automate your customer support with a knowledge base portal to provide your customers with all they need to self-solve their problems.
Web Portal
Build a web portal to manage your vendors, suppliers, partners, affiliates, or any other entity you need for your business.
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Case study
Streamlined Operations with an Insurance Portal for a Leading Insurance Company
A major insurance company dedicated to providing top-tier insurance services faced performance management challenges, identified a critical need to improve agent efficiency and customer...
Enhancing Customer Engagement with Portal Solutions for a Renowned Health Insurance Company
A leading health insurance company known for providing comprehensive health insurance services faced challenges managing customer information, policy updates, and claims processing...
Streamlined Vendor Management with a Comprehensive Portal for a Leading Medical Equipment Manufacturer
Our client, who specializes in manufacturing medical equipment such as diagnostic machines, patient monitoring systems, and surgical instruments, identified the need for an advanced...
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