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
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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

How efficiently Does CRMJetty manage your Community Building?

What solutions does CRMJetty provide for Engagement Management?

What solutions does CRMJetty provide for Proposal & Quote Management?

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.

Workrite Ergonomics - Manufacturing

Workrite Ergonomics improved efficiency with a new portal. The portal had role-based access for customers and vendors. Customers managed accounts and orders easily. Vendors accessed invoices and SPIF... records. The solution reduced manual work and improved operations.

Read on →

Belona Pantbank - Financial Services

Belona Pantbank, a Swedish pawnbroker, improved operations with a custom finance portal. They automated loan requests and payments, reducing employee hours by 80%. The portal enhanced customer experi...ence and streamlined processes, making them a leader in customer-centric financial services.

Read on →

A UK housing association - Real Estate

A UK housing association improved workflow with a custom portal. They manage rented and leasehold homes. The portal helped with account management and payment options. Real-time data sync was a key f...eature.

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A leading SaaS company - Information Technology And Services

A leading SaaS company wanted to improve customer service. They used Salesforce automation to enhance communication. The project improved document handling and communication efficiency.

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Lubi - Manufacturing

A 70-year-old manufacturing company in Gujarat, India, improved dealer engagement and streamlined inventory management. CRMJetty built a dealer management system. The system enhanced operations and d...ealer relationships.

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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.

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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

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.

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Product

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.

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Product

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.

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CRMJetty Profile

Company Name

CRMJetty

Company Website

https://www.crmjetty.com/

HQ Location

Ahmedabad, Gujarat

Employees

1-10

Social

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Financials

PRIVATE