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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

DataOceans is a leader in Customer Communications Management (CCM), providing data-driven, omni-channel communication solutions. We empower organizations to generate and deliver personalized letters, notices, and statements more efficiently - simplifying processes and supporting compliance efforts. Additionally, we help businesses better engage with customers through intuitive self-service portals that make billing, payment activities, and other self-service transactions more efficient. Drawing on over 15 years of experience, DataOceans has consistently delivered solutions to a wide array of organizations, spanning Fortune 500 corporations and innovative start-ups across the highly regulated consumer finance, credit union, banking, and healthcare sectors. By closely collaborating with client teams, we ensure the seamless implementation of solutions, fostering enduring partnerships.

Description

Satisfied customers are well-informed customers. PortalCX is a comprehensive experience platform that provides a customizable portal for tracking project progress and automates communication to ensure customer comfort. With PortalCX, both you and your clients gain instant access to project updates through a user-friendly app that acts as a centralized communication hub for interaction, referrals, and promotional activities. Our easy-to-navigate application reflects your progress and automates customer service functions, enabling you and your clients to efficiently monitor tasks, while the integrated two-way communication and email features ensure smooth synchronization. The most exciting aspect? Everything is managed from a single platform. Ineffective communication can lead to heightened stress and increased cancellations. By offering real-time updates through PortalCX, customer trust is bolstered, resulting in a 20% reduction in churn and support expenses. Additionally, PortalCX consistently keeps clients informed about project developments and automatically encourages them to provide reviews and referrals, further enhancing your business’s reputation and customer engagement.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Asana No 
COBIS Everywhere Yes 
ClickUp No 
Gmail No 
Google Sheets No 
HubSpot CRM No 
JobNimbus No 
Pipedrive No 
Podio No 
Quickbase No 
Salesforce No 
Trello No 
Zapier No 

Integrations

Asana Yes 
COBIS Everywhere No 
ClickUp Yes 
Gmail Yes 
Google Sheets Yes 
HubSpot CRM Yes 
JobNimbus Yes 
Pipedrive Yes 
Podio Yes 
Quickbase Yes 
Salesforce Yes 
Trello Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$79 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

DataOceans

Founded

2005

Country

United States

Website

www.dataoceans.com

Vendor Details

Company Name

PortalCX, Inc.

Founded

2021

Country

United States

Website

www.portalcx.com

Product Features

Customer Communications Management

Batch Communications Yes 
Chat / Messaging No 
Content Management Yes 
Email Distribution Yes 
Interactive Content No 
Multi-Channel Communications Yes 
On-Demand Communications Yes 
Personalization Yes 
Print Management Yes 
Template Management Yes 
Video Content No 

Customer Engagement

Analytics Yes 
Churn Management No 
Communication Management Yes 
Community Management No 
Content Syndication No 
Feedback Collection No 
Gamification No 
Live Chat No 
Video Content No 

Customer Experience

Action Management No 
Analytics Yes 
Customer Segmentation Yes 
Dashboard Yes 
Feedback Management No 
Knowledge Management No 
Multi-Channel Collection No 
Sentiment Analysis No 
Survey Management No 
Text Analysis No 
Trend Analysis No 

Customer Service

Alerts / Escalation No 
Appointment Management No 
Call Center Management No 
Email Management Yes 
Knowledge Base No 
Live Chat No 
Performance Metrics No 
Queue Management No 
Self Service Portal Yes 
Social Media Integration No 
Surveys & Feedback No 
Virtual Assistant No 
Workflow Management No 

Product Features

Customer Experience

Action Management No 
Analytics No 
Customer Segmentation No 
Dashboard No 
Feedback Management No 
Knowledge Management No 
Multi-Channel Collection No 
Sentiment Analysis No 
Survey Management No 
Text Analysis No 
Trend Analysis No 

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