Support teams are drowning in repetitive tickets — password resets, billing questions, warranty lookups — while customers just want fast answers. In this video, we break down how AI-powered case deflection with…
Your business runs on Salesforce or Dynamics 365, and managing the relationships that come with it takes more than any inbox can handle. CRMJetty fixes that with portals that give your customers,…
If your staff is still answering calls for appointments, lab results, and billing questions, every hour spent on that is an hour away from actual patient care. Here's what a patient portal…
Procurement and AP teams lose hours every week relaying information that's already sitting in Dynamics 365 Business Central — invoice copies, PO confirmations, document submissions. CRMJetty's Business Central Vendor Portal cuts out…
Is your team stuck copying data between Salesforce, QuickBooks, Jira, and a dozen other tools? CRMJetty Portal Integration now connects to 400+ apps — so your portal stops just showing CRM data…
Tired of waiting weeks for IT to make a simple portal update? Every form change, dashboard tweak, or new workflow shouldn't need a developer, a sprint, and a budget approval meeting. CRMJetty's…
Managing a large network of vendors and suppliers shouldn't mean endless follow-up emails and manual paperwork. CRMJetty's Vendor & Supplier Portal gives your suppliers secure, self-service access to everything they need —…
Choosing the right Salesforce portal can be confusing—should you go with a Customer Portal or a Partner Portal? In this video, we break down both options, their core features, benefits, and ideal…
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…
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…
