CRMJetty

CRMJetty

The portal software seamlessly integrates with popular CRMs like Salesforce and Dynamics 365, offering tailored solutions for customer engagement and partner management. With a user-friendly interface, no-code customization, and real-time data synchronization, it empowers businesses to streamline operations and enhance communication while maintaining robust security features.

Top CRMJetty Alternatives

1

Aderant Drive

Aderant Drive revolutionizes client interactions by offering 24/7 access to vital case and financial information through tailored client portals, all secured by Office 365®.

2

AuraQuantic

AuraQuantic is a versatile portal software that empowers users to automate processes and design applications without coding.

3

Copilot

A modern portal software, Copilot transforms client interactions for businesses of all types.

4

File Request Pro

Collecting files from clients can be cumbersome and chaotic. This...

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iManage WorkSite

This portal software revolutionizes document and email management, offering advanced security and productivity features.

6

Workfolio Client Microsites

Client Microsites provide organizations with tailored platforms to effectively pitch new business, allowing them to align content and tone with each potential client's unique identity.

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Envestnet Portal

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AirPortal 360

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PUMP-FLO

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My BackPack Mobile

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Deltek Acumen Touchstone

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Digital Assistant

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Broadridge Client Portal

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CASH for Sugar

Users, such as multi-line sales reps, customers, or vendors, can view account details, track project...

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JBoss Portal

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Top CRMJetty Features

  • Customizable portal frameworks
  • No-code drag-and-drop builder
  • AI-powered management features
  • Real-time CRM integration
  • Secure user authentication
  • Mobile-friendly portal access
  • Tailored partner onboarding solutions
  • Dynamic dashboards for insights
  • Self-service knowledge base
  • Efficient case management system
  • Multi-industry specific solutions
  • Centralized finance management
  • Vendor supply organization
  • Customer order tracking integration
  • Automated workflow management
  • Enhanced customer engagement tools
  • Scalable portal functionalities
  • Analytics and reporting capabilities
  • Easy integration with existing systems
  • Quick launch-ready portals