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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Transform potential leads into loyal customers and enthusiastic fans using Nextiva CRM, a robust all-in-one workspace. Consolidate all your communication methods, including phone, email, SMS, chat, and social media, into a single platform. This is the sole sales management tool that seamlessly integrates all your communication channels. It's essential that customer service management is housed in the same environment to provide an exceptional user experience. Access to comprehensive tools and analytics empowers your entire organization—from entry-level staff to executives—with a holistic understanding of each customer. By centralizing everything on one platform, you can optimize the management of your customer relationships. As a result, customer service interactions can be expedited, made more consistent, and strategically enhanced, ultimately leading to cost savings. This innovative approach not only boosts efficiency but also fosters stronger connections with your audience.

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

Active Directory Yes 
Asana No 
ClickUp No 
Gmail No 
Google Sheets No 
HubSpot CRM No 
JobNimbus No 
Pipedrive No 
Podio No 
Prodoscore Yes 
Quickbase No 
Salesforce No 
Trello No 
Zapier No 

Integrations

Active Directory No 
Asana Yes 
ClickUp Yes 
Gmail Yes 
Google Sheets Yes 
HubSpot CRM Yes 
JobNimbus Yes 
Pipedrive Yes 
Podio Yes 
Prodoscore No 
Quickbase Yes 
Salesforce Yes 
Trello Yes 
Zapier Yes 

Pricing Details

$10.00/month/user
Free Trial Yes 
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 No 
Live Rep (24/7) Yes 
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 Yes 

Types of Training

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

Vendor Details

Company Name

Nextiva

Founded

2008

Country

United States

Website

www.nextiva.com/products/customer-service-crm.html

Vendor Details

Company Name

PortalCX, Inc.

Founded

2021

Country

United States

Website

www.portalcx.com

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Customer Experience

Action Management Yes 
Analytics Yes 
Customer Segmentation Yes 
Dashboard Yes 
Feedback Management Yes 
Knowledge Management Yes 
Multi-Channel Collection Yes 
Sentiment Analysis Yes 
Survey Management Yes 
Text Analysis Yes 
Trend Analysis Yes 

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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