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

Strengths of MyPortal CRM

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)
Management of Rights
Basics
Maximum Users
Billing & Invoicing
Purchase Order
Collaboration
Conversations and posts Collaborative discussions on a wall
Knowledge Base, Wiki
Meeting Management
News Feed
Note Taking Management of a task list and note-taking
Task Management
Communication
Chat Box / Instant Messaging Live discussion via a Webchat
Notifications Email, sms, or pop-up window that alerts you of an action
Customer Support
Customer Interface
Feedback & Customer Satisfaction
Ticketing
Document Management
Document Library
Document Sharing (Files)
Import
Expenses
Expense Validation process
Expenses Monitoring
Marketing Automation
Campaigns Management
People Management
Leave Management
Process & Workflow
Automatic Actions
Procurement
Catalogue / Price Book
Product Datasheet
Sales Force Automation
Account Management Management of company information
Business Proposition Customer engagement via product positioning (price, competition, decision making, etc.)
Contact Management Editing and follow-up of contacts for a given company
Opportunity Management Deal that can possibly be gained following the qualification of a lead
Quote Proposal Avoidance
Sales Process and Pipeline Customer life cycle management

Services

Integration & Interoperability
API, Web Service Restful APIs
Mobility
Responsive Web Interface (RWD) Application crafting to provide an optimal experience
Security & Confidentiality
Daily Backups
Geographic Data 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)