MyPortal CRM: CRM with enhanced collaboration

MyPortal CRM is a portal, and this makes all the difference! Accessible to mobile populations from any device, MyPortal CRM allows you to manage your whole customer life cycle, thanks to real time management indicators: market research, business follow-up, events, hotline/customer service management.

But it doesn't stop there. MyPortal CRM is a naturally collaborative tool which goes beyond the standard functions you would expect from a CRM: it also includes an integrated chat amongst connected users, an FAQ, sales team task management, notifications, management and archiving of meetings... MyPortal CRM is easy to use, fun, and resolutely modern.

Editor: Report One

MyPortal CRM demo and screenshots

MyPortal CRM Campaign Management, API, Web service, Document Library MyPortal CRM Campaign Management, Opportunity Management, support (phone, email, ticket) MyPortal CRM: Maximum Users, Rights Management, Commercial Proposal

MyPortal CRM customers

No customer reference

MyPortal CRM pricing and features

Plans & Pricing

01-05 Utilisateurs
11-20 Utilisateurs
06-10 Utilisateurs
21-50 Utilisateurs
€150 /month for 5 users
€300 /month for 20 users
€200 /month for 10 users
€499 /month for 50 users

Features

Analytics
Dashboards
Forecasting
KPI
Reports
Application Customization
Fields
Software Layout & Themes
Application Settings
Data Import & Export (CSV, XLS)
Right management
Billing & Invoicing
Purchase Order
Collaboration
Conversations and posts Collaborative discussions on a wall
Knowledge base, wiki
Meeting Management
News feed
Notes taking Todo lists management and notes saving
Task management
Communication
Chat box / Instant Messaging Live discussion via a Webchat
Notifications Email, sms, pop-up window to inform someone the an action is done
Customer Support
Customer Interface
Feedback & Customer Satisfaction
Ticketing
Document management
Document Library
Import
Shared documents
Expenses
Expense Validation process
Expenses Monitoring
Marketing Automation
Campaigns Management
People Management
Leave Management
Procurement
Catalogue / Price Book
Product Datasheet
Sales Force Automation
Account management Companies follow-up
Business Proposition Customer engagement via a product positioning (price, competition, decision makers, etc.)
Contact management People's details editing and individual follow-up
Lead management Deal that you have the possibility to close after qualification
Quote Proposal Avoidance
Sales process and pipeline Customer life cycle management
Workflow & process
Automatic actions

Services

Integration & Interoperability
API, Web Service Restful APIs
Mobility
Responsive Web Interface (RWD) Application crafting to provide an optimal experience
Security & Confidentiality
Daily Backups
Data geographic redundancy
Secure Sockets Layer (SSL)
Strict Internal Access Controls
Total Data Reversibility
Support
Community (FAQ, Forum)
Help Desk (Phone, Email, Ticket, Chat)
Knowledge base (tutorials, demos)