Our CRM portal connector offers a friendly interface for users outside of your organisation to interact with your CRM. Connecting your website to your CRM system, we offer a customisable solution based upon an open platform driven by the community. We provide flexibility with our solution, allowing you control over your CRM portal and data.
Currently we connect to:
- Dynamics 365
Don't see your CRM listed? Contact us, and we'll let you know when it's supported.
Decide how you display your CRM data
Customisation is a core tenet of our portal solution. Views can be modified to display relevant data from any part of your CRM on any part of your site.
We provide a drag & drop editor allowing you to build and customise forms as you see fit. This may be simplified question and answer forms, or more advanced forms for frequent users.
Whether you require a customer service portal, a partner portal or a bespoke customized portal, our portal connector is flexible to meet your every requirement. We can also tailor your site to your own branding and designs, allowing you to control how your CRM portal is presented to your customers.
External Systems and Services
Integration & Utility
Your CRM portal can be integrated with additional external systems, acting as a data conduit.
This can be a two-way exchange, with additional services taking specific data from your CRM, or feeding in extra information so that you can see the whole picture in a single place.