Manage your business operations in the best way and better customer relationships with PortalNest.

PortalNest DynamicsCRM Customer Portal; The Perfect Business Solution

  • Note: The Test Drive option on AppSource is only available for Online (On-Demand) CRM integrations. To opt Test Drive for Offline (On-Premises) integration, visit CRMJetty

Smoothen your business operations with CRMJetty powered DynamicsCRM PortalNest Customer Portal. It comes with its own admin panel where admin can assign roles and manage their activities. Users can access the portal to optimize their workload while resolving all customer inquiries and requests. This solution also facilitates enterprises to share their knowledge base with customers through the portal itself. User can download these documents and use anytime they want.

What Challenges Does PortalNest Overcome?

  • PortalNest accelerates your customer resolution processing cycle and works as a bridge between customers and employees.
  • Trackable and transparent ticketing system that makes your communication and workflow swift. It also replace emails, calls and other time consuming mediums.
  • PortalNest has its own admin panel where you can maintain all your customer accounts.

Product Features

  • Generate mass credentials and manage them directly through the portal. Admin can also choose to convert their contacts to the portal and make them portal users.
  • With role based accessibility, you can create roles and provide access to those roles, assign dynamic rights and much more.
  • Using custom page layout feature of PortalNest DynamicsCRM Customer Portal, you can create layouts based on your requirements. It has specific page layouts so that you can design the page’s content accordingly.
  • For every accessible module in the customer portal, you can set portal layouts.
  • Admin can create a user as sub-admin and offer access to predefined rights to them. This lessens the pressure on the master-admin for handling different activities.
  • Portal users can view their cases, quotes, orders, invoices, phone calls, meetings and undertake other tasks with ease.
  • To enhance the knowledge of their customers, users can upload blogs, articles, and other types of content regarding the product, services, or portal.
  • Users and admin can maintain a schedule for the activities that you need to undertake every day, week, or month using the monthly calendar.
  • Whenever you add, update, or delete records from the portal, they get reflected in Dynamics CRM. A single pane display provides with an ease of access to portal modules.
  • Available 24*7 support and assistance.
At a glance