CRM Portal Services

Custom Web Portal in CRM- Bridge the Gap between Your Customers & Employees

With our CRM Portal Service, customers can easily search your knowledge base, get questions answered instantly and open cases for extra assistance — all without ever having to pick up the phone. Minimize overall caseload and resolve issues faster.

IMPROVE SATISFACTION

Let customers find answers their way — quickly, easily and without having to pick up the phone.

 

REDUCE COSTS

Deflecting support cases isn’t just ideal for your customers — it keeps costs low for your company too.

TAILOR THE EXPERIENCE

Create an online portal that’s distinctly yours, with plenty of Personalization for your customers.

What can you do with the Self-Service Portal?

CREATE A COMPREHENSIVE KNOWLEDGE BASE

Help customers help themselves with robust FAQs, tutorials, step-by-step guides and more. Sugar Serve makes it easy to create a fully-stocked knowledge base that’s intuitive to use and easy for your customers to search.
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MINIMIZE SUPPORT COSTS

Reduce the need for inbound support calls by creating an online environment where customers can immediately find answers to their questions, submit troubleshooting tickets, track open cases and more.

CUSTOMIZE THE EXPERIENCE

Use TBS to create a customized self-service environment for your customers — one that’s uniquely yours and tailored to your brand. Simply choose your favorite layouts, customize your fields and start providing a more personalized experience for your customers.
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MAKE IT EASY FOR YOUR CUSTOMERS

In addition to browsing articles and reaching out for assistance on issues, TBS Self-Service Portal is the place your customers will come to communicate with support agents through notes and attachments.