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Description
SPP.co is a comprehensive client-portal solution designed specifically for digital service and productized agencies, unifying billing, onboarding, project management, support, customer relationship management (CRM), forms, portals, and payment processing within a singular branded interface. Agencies can utilize tailor-made order and intake forms to facilitate online service or subscription purchases, automatically generating invoices or Stripe subscriptions while effectively delegating projects and tasks based on predetermined rules and statuses. The platform features a customizable white-label portal for clients, offering the ability to personalize branding, domains, colors, and templates, where they can manage invoices, make payments, track project progress, and collaborate seamlessly. On the administrative side, the system offers robust support for team inboxes, user permissions, both internal and external messaging, task assignments, order history, custom statuses, and role-specific views, allowing agencies to efficiently manage workflows ranging from small teams of 2 to larger groups of 200. With a wide array of integrations, APIs, and webhooks, the platform enhances checkout processes, subscription billing, and more, making it an indispensable tool for agencies looking to streamline their operations and improve client interactions. This holistic approach not only boosts productivity but also fosters stronger relationships between agencies and their clients.
Description
Dynamics CRM and The Portal Connector can help you improve your customer service.
You can provide better customer service by integrating Microsoft Dynamics CRM and Dynamics 365 seamlessly with an online portal that is secure and customizable.
It is easy to use, and does not require any coding or custom programming.
The Portal Connector offers key advantages, including:
* You can host your portal online, in the cloud, or with a third-party hosting provider
* Works with Dynamics CRM 2011, 2015, 2016, Dynamics 360
* All data from CRM, including Custom Entities, can be used in your portal solution
* One license includes unlimited Dev/Test/UAT environments
* The Portal Connector is simple to use and doesn't require any coding skills
* End Users can authenticate with your portal using Facebook, LinkedIn and Twitter.
* Developers can customize every aspect of our solution with our open API
API Access
Has API
Yes
API Access
Has API
No
Integrations
ActiveCampaign
Yes
Cal.com
Yes
Citizen RIMS
No
ClickUp
Yes
Clockify
Yes
DashThis
Yes
Databook
Yes
Figma
Yes
Google Docs
Yes
Google Tag Manager
Yes
Integrations
ActiveCampaign
No
Cal.com
No
Citizen RIMS
Yes
ClickUp
No
Clockify
No
DashThis
No
Databook
No
Figma
No
Google Docs
No
Google Tag Manager
No
Pricing Details
$99 per month
Free Trial
Yes
Free Version
No
Pricing Details
$14995.00/one-time
Perpetual Licensing.
Monthly Subscription.
Monthly Subscription.
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
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
SPP.co
Founded
2014
Country
France
Website
spp.co
Vendor Details
Company Name
Sylogist
Founded
1993
Country
Canada
Website
www.crmportalconnector.com
Product Features
Advertising Agency
Campaign Management
No
Collaboration
No
Document Management
No
File Sharing
No
Project Management
No
Task Management
No
Time Tracking
No
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
No
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
No
Traditional Methodologies
No
Product Features
Content Management
Audio Content
No
Customizable Templates
No
Document Indexing
No
E-forms
No
Full Text Search
No
Image Editor
No
SEO Management
No
Text Editor
No
Version Control
No
Video Content
No
Website Management
No
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Portal
Chat
No
Collaboration
Yes
Content Management
Yes
Document Management
Yes
File Sharing
Yes
Search
Yes
