Self-service manage through client portals
Custom CRM empowers your customers, vendors, and partners with online service portals where you can restrict what data is shown to whom and define their access permissions. Enable individual buying by providing a platform where clients can view your products and services, place orders, and update their contact information.
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Controlled access to the data in your portals.
Every module in Custom CRM can be set with special access permissions to read, write, edit, and comment on the data available in portals. Every contact, Account, and Lead needs to be invited to become a portal user, and you can revoke access anytime. You can also set up password protection for portals so that users can only access their database. A portal can be deleted anytime without losing any data from Customer CRM.
- Portal users can set personal passwords.
- Customize portals to replicate your business.
- Control access permissions for records.
- Portals work on an invite-only platform.