CRMJetty: Use-Cases, Insights and Reviews | 2025 Cuspera

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Custom Portal Solutions for CRM

CRMJetty Overview

CRMJetty offers fully customizable portals designed to enhance engagement for both customers and partners using Salesforce and Dynamics 365. Businesses can leverage these portals for seamless integration into existing systems. The product's flexibility allows organizations to tailor solutions to specific needs, improving communication and collaboration. Use cases include industries where personalized customer interactions are critical, such as finance and retail. For example, a retail company can create a dedicated partner portal to streamline supply chain communications, boosting efficiency. CRMJetty's solutions support businesses in creating portals that address unique industry challenges, offering an adaptable framework for varied operational contexts.

Use Cases

Customers recommend Community Building, Engagement Management, Proposal & Quote Management, as the business use cases that they have been most satisfied with while using CRMJetty.

Other use cases:

Contract Management
Helpdesk Management
Account Management
Knowledge Management
Measuring Customer Satisfaction
Collaboration
Revenue Cycle Management

See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using CRMJetty.

Other priorities:

Increase Sales & Revenue
Improve ROI

See all business priorities See less business priorities

CRMJetty Use-Cases and Business Priorities: Customer Satisfaction Data

CRMJetty, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

CRMJetty specializes in CRM services and custom portal development. Ready-to-integrate customer and partner portal solutions are offered for Salesforce, Dynamics, SuiteCRM, and SugarCRM.

Popular Business Setting

for CRMJetty

Top Industries

Education
Financial Services
Legal Services

Popular in

CRMJetty is popular in Education, Financial Services, and Legal Services and is widely used by

CRMJetty Customer wins, Customer success stories, Case studies

What makes CRMJetty ideal for Community Building?

How can CRMJetty enhance your Engagement Management process?

How does CRMJetty address your Proposal & Quote Management Challenges?

11 buyers and buying teams have used Cuspera to assess how well CRMJetty solved their CRM needs. Cuspera uses 221 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Guillemot Corporation - Manufacturing

Guillemot Corporation wanted better management and customer engagement. They needed a support ticket system and multi-language support. CRMJetty helped them with a custom portal. This improved their ...operations and user experience.

WealthHub

WealthHub needed a secure and customizable portal. They wanted an interactive platform for clients. The portal had to be configurable for each client. Security was a top priority. The project include...d advanced filtering and data analysis.

Touch Accounting - Accounting

Touch Accounting improved lead management with Salesforce Portal. Accountants and partners collaborated better. They managed leads efficiently. Visual charts helped understand lead progress. Automate...d fee calculation saved time.

Belona Pantbank - Banking

Belona Pantbank is a leading Swedish pawnbroker. They wanted a better loan management system. CRMJetty built a finance portal for them. It improved loan requests and management. The portal also helpe...d with payment management. It made operations more efficient and improved customer satisfaction.

Second Harvest - Non Profit Organization Management

Second Harvest is Canada's largest food charity. They had trouble managing volunteer shifts. CRMJetty made a custom portal with Salesforce and WordPress. This portal helped volunteers manage their sh...ifts better. It increased engagement and improved efficiency.

A prominent insurance company - Insurance

A prominent insurance company faced challenges in managing agent performance. CRMJetty developed a Dynamics 365 Portal to improve communication and efficiency. The solution increased agent productivi...ty by 35%. It provided a unified platform for managing agent performance and better coordination.

How to use existing CRM forms for portal

Peers used CRMJetty for community building and engagement management

CRMJetty Features

Low
Medium
High

FEATURE	RATINGS AND REVIEWS
Custom Reports	4.04/5 ★ Read Reviews (27)
Analytics	3.32/5 ★ Read Reviews (3)

CAPABILITIES	RATINGS AND REVIEWS
Custom Reports	4.04/5 ★ Read Reviews (27)
Analytics	3.32/5 ★ Read Reviews (3)

Software Failure Risk Guidance

for CRMJetty

Overall Risk Meter

Low Medium High

Top Failure Risks for CRMJetty

CRMJetty News

Product 02/10/2025

Crmjetty Rolls Out 6 Powerful New Features To Enhance CRM Portal Capabilities

CRMJetty has launched six new features to enhance its CRM portal capabilities, focusing on user activity management, role-based redirection, multisite support, global filtering, import/export functionalities, and a custom widget builder. These features aim to improve administrative control and portal performance across platforms like Salesforce and Microsoft Dynamics, supporting industries such as insurance, education, and healthcare.

Product 20/01/2025

Salesforce Vendor Portal: Revolutionizing B2B Partner Management in 2024

CRMJetty is promoting its Salesforce Vendor Portal, which aims to enhance B2B partner management in 2025. They are also hosting a free webinar on PortalXpand, showcasing Salesforce Portal Solutions for various stakeholders.

Product 26/11/2024

CRMJetty Unveils Advanced Features for Next-Gen Portal Solutions

CRMJetty introduces advanced features for portal solutions, enhancing engagement and growth across various technologies and industries.

CRMJetty Profile

Company Name

CRMJetty

Company Website

https://www.crmjetty.com/

HQ Location

Ahmedabad, Gujarat

Employees

1-10

Social

Financials

PRIVATE