Role Wise
Role-Wise Access in CRMJetty enables administrators to define permissions and control what each user role can view or perform within the portal. It ensures data security and personalized experiences by granting access…
CRM Jetty
118
Posts
8,202
Views
Multisite support
Multisite Support in CRMJetty allows organizations to manage multiple portals or websites from a single CRM integration. It helps maintain consistent branding, user management, and data synchronization across different sites. This feature…
Import export
Import/Export in CRMJetty enables users to seamlessly transfer data between the portal and their CRM system. It allows bulk data uploads, downloads, and updates in standard formats like CSV or Excel, ensuring…
Global Filter
Global Filter in CRMJetty allows users to filter and view data across the entire portal based on specific criteria like date, status, or user roles. It provides a unified way to refine…
CJ AI Notes & Comments
CJ AI Notes & Comments is designed to streamline collaboration and knowledge sharing within the CRMJetty ecosystem. With this feature, users can add contextual notes and comments directly to records, tasks, or…
No-code CMS Builder
Activity Management
Activity Management in CRMJetty helps users organize and track all customer interactions, tasks, and follow-ups in one place. It ensures timely communication, better collaboration, and improved productivity by syncing with the CRM.…
Custom Widget Builder
Custom Widget Builder in CRMJetty allows users to create personalized widgets for their portal without coding. It enables the display of tailored data, reports, or CRM insights in a visually appealing and…
Testimonial Robert Boehmer: Clifftons Event Solutions – YouTube
Testimonial Robert Boehmer: Clifftons Event Solutions Our client, Robert Boehmer of Clifftons Event Solution has been a pleasure to work with! We developed a solution for them to…
How to configure list widget in page – YouTube
How to configure list widget in page You can design and configure the listing view for the different entities. You can create, edit, review, and publish lists that…