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

Peer review evidence (same sources as the product rating summary)

"...For providing a more enhanced experience, Arts & Minds reached out to CRMJetty to build a custom portal...." Salesforce WordPress Portal Making Event Registration Simpler for an NGO
"...Make your travel services highly engaging and customer-first to attract more bookings and sales. ..." Custom Enterprise Portal Development Solutions
"...Get a Quote. ..." Salesforce WordPress Portal Making Event Registration Simpler for an NGO

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?

Why is CRMJetty the best choice for Engagement Management?

How can CRMJetty enhance your Proposal & Quote Management process?

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.

 

A leading private university - Education - Large

CRMJetty built a custom education portal on Dynamics 365 for a leading private university. The university faced fragmented admissions, document mismanagement, and slow workflows. The portal enabled a...utomated communication, status tracking, and secure digital uploads. Applicant inquiries dropped by 40%. Application processing became 35% faster. Staff productivity rose by 30%. International response time was cut by 50%.

A leading health insurance company - Insurance

Salesforce portal solution helped a leading health insurance company improve policyholder support. The portal gave 24/7 access and expert claims guidance, reducing documentation errors by 35%. Automa...ted workflows cut claims processing times by 50%. Portal transactions increased network hospital usage by 45%. The company saw better customer satisfaction, efficiency, and compliance.

A public university - Education - Large

CRMJetty Education Portal for Salesforce helped a public university increase student engagement by 60%. The portal gave students one place for academic tools, events, and communication. Academic advi...sing participation rose by 45%. Faculty found 30% more at-risk students with early alerts. Event participation improved by 50%. Missed deadlines dropped by 40%. Student satisfaction with support increased by 35%.

A leading private university - Education - Large

CRMJetty Education Portal for Dynamics 365 helped a leading private university cut applicant inquiries by 40% and speed up application processing by 35%. The portal automated communication, improved ...document accuracy by 90%, and boosted staff productivity by 30%. International response time dropped by 50%. Enrollment transition became 25% faster, and 24/7 portal access raised applicant satisfaction.

 

CIMSPA - Sports - Small

Loughborough, UK

CIMSPA used CRMJetty's Dynamics 365 portal to fix delays in membership and partner onboarding. The new portal unified registration, automated workflows, and integrated payments. Admins now track appl...ications, payments, and compliance in one place. Members and partners manage profiles and documents easily. The solution improved efficiency, transparency, and user experience for CIMSPA.

 

E78 Partners - Financial Services - Medium

Chicago, USA

E78 Partners needed a better way to manage documents and partner engagement. They used CRMJetty's Salesforce partner portal to create a single, role-based platform. The portal connects to SharePoint ...for secure document sharing and tracks all views and downloads. Managers now have full oversight and can monitor partner productivity. Lead capture and event registration are built into the portal, making partner management easier.

How to use existing CRM forms for portal

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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

Cross-Device Dynamics 365 Portal Access|CRMJetty Customer Portal

CRMJetty enhances Dynamics 365 customer portal with a mobile app, ensuring seamless cross-device access. The app supports real-time data sync and role-based access, improving user experience across desktops and mobile devices. This solution addresses the growing need for flexible, consistent portal access, boosting adoption and reducing support loads.

Product

CRMJetty Portal Integration Expands to 400+ Apps

CRMJetty has expanded its portal integration to support over 400 apps, enhancing customer portal automation and data synchronization. This integration allows seamless connectivity with tools like Slack, Jira, and QuickBooks, enabling real-time data updates and automated workflows across Salesforce and Dynamics 365 environments. The low-code solution reduces manual data entry and enhances operational efficiency.

Product

CRMJetty Portal Integrations: Smarter Data Sync and Automation

CRMJetty has enhanced its portal integration capabilities, focusing on improved data synchronization, automation support, and flexible connection management. The updates enable seamless integration with platforms like QuickBooks, Jira, and ERP systems, reducing manual efforts and improving data reliability. New admin tools enhance visibility and control, allowing businesses to manage integrations without developer intervention.

Product

CRMJetty Portal Integrations: Smarter Data Sync and Automation

CRMJetty has enhanced its portal integration capabilities, focusing on improved data synchronization, automation support, and flexible connection management. These updates allow seamless integration with accounting platforms, project management tools, and broader enterprise systems, enabling real-time data sync and reducing manual efforts. The enhancements include role-based data handling, intuitive field mapping, and admin tools for better integration management.

CRMJetty Profile

Company Name

CRMJetty

Company Website

https://www.crmjetty.com/

HQ Location

Ahmedabad, Gujarat

Employees

1-10

Social

Financials

PRIVATE