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, partners, and vendors a dedicated space to interact with your business.
Until now, all of that access — records, documents, tasks, approvals — lived in a browser, behind a desk. That changes now.
📱 Introducing the CRMJetty Portal App
Because your business doesn't stop when you leave your desk, and your portal shouldn't either. Available on both Android and iOS.
⚙️ What You Can Do From Your Phone:
• Check records, update information, and upload documents
• Manage tasks and submit approvals
• See exactly what you should, and nothing more — the app carries the same role-based access as the web version
🔒 Built for Scale and Security:
Whether you're running one portal or managing several across geographies, teams, or client segments, the app handles all of them from a single interface, backed by end-to-end encryption.
Your portal. Your brand. Now always within reach, whether you're in the office or on the move.
📖 Learn more: https://www.crmjetty.com/crmjetty-mobile-app/
📞 Want to see what your portal looks like on mobile?
Connect with the CRMJetty team to get your branded app built: https://www.crmjetty.com/crmjetty-mobile-app/
Chapters:
0:00 – Managing Portals Beyond the Inbox
0:18 – When Portal Access Lived Only in a Browser
0:27 – Introducing the CRMJetty Portal App
0:41 – Records, Documents, Tasks & Approvals On the Go
0:57 – One App for Every Portal, Fully Encrypted
1:10 – Your Portal, Your Brand, Always Within Reach
1:17 – Get Your Branded App Built
Hashtags:
Hashtags: #CRMJetty #PortalApp #Salesforce #Dynamics365 #MobileApp #CustomerPortal #PartnerPortal #VendorPortal #B2BSoftware #PortalSolution #MobileFirst #CRMJettyApp