Interactive CRM Portal

The InteractiveWebs CRM is a solution that extends Microsoft CRM to integrate tightly with a powerful DotNetNuke public facing website. This gives you the power to interact with your clients directly on the website, while tracking and managing relationships with them in your Customer Relationship Management Software.

CRM integration features include:

  • automatic recurring billing
  • payment details update
  • automatic CRM invoice to e-mail
  • automatic direct debit creation
  • bulk e-mail integration
  • e-mail opt out integration
  • enquiry form to Leads
  • service request form to case
  • publishing of CRM knowledge base articles
  • two way CRM contact to website synchronisation
  • automatic signup to contact creation
  • member security role sync
  • content management based on security permissions
  • automatic end-user notification

This two way integration is much more than a simple portal. The web facing deployment is an advanced content management platform with fully functional membership management and security integration allowing the application of skins for design and modules for functionality.

Additional modular functionality is available for the website to allow the creation of a powerful public facing web presence. Popular modules include but are not limited to:

  • online shopping cart and store products
  • events management (with CRM integration)
  • document management system
  • calendar
  • user information synchronisation with outlook
  • the monitoring of Google analytics reports
  • employment management system

InteractiveWebs CRM Portal is far more than an add on to CRM, it is true interactive integration of two great technologies.

Contact Us to Learn More

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