Nov 23, 2020 9:26 AM
I've had a call with @michael_ord where he demo'd their Portal solution. I have to say I was very impressed. The UX and framework is all there to build rich interactivity for not only leads but customers. We're in the market to integrate SAP, Hubspot and a portal to allow customer the ability to view key account information, raise tickets, access support documentation and view technical product data. Michael's portal should allow us to do all of this and presently it in a user friendly way.
Nov 23, 2020 3:42 PM
Thanks Colin, we've learned a lot since launching our own portal. Like you, we needed to engage with many customers and prospects over a long period - which would have been impossible given lockdown / remote selling.
Dec 10, 2020 4:21 PM
Mar 30, 2021 10:44 AM
Hi @michael_ord ,
I'm very interested in the product you where talking about, too.
Is it possible to schedule a demnostration? We enrolled in the website for a demostration and filled the form, but we haven't heard since then.
a week ago
If someone still needs a customer portal, pay attention to CliPlace for variety.
We developed it for customers for another project, but now it is available to everyone.
It's completely free.
The best reward will be your feedback on this product 🙂
Take a look here
a week ago
@Sdiddy407 Hi, thanks for the question 🙂
So far, the ticket portal is a key feature. Therefore, the client can:
- create new tickets (instantly appear in the HS)
- view all tickets and their statuses
- upload files
- add comments to tickets
Access level configuration available
In addition, the portal owner can:
- grant access to all contacts or selectively
- have unlimited users
- brand the portal using logos, colors, etc.
- receive instant notifications about client activity
- use one portal for different businesses / projects
In the future (working on this):
- history of changes
- knowledge base in the portal
- training guides
- deals, products, quotes
If there is anything else you need in the portal, please share it here. This idea may be useful to us in the long run.