Basic
Customer portal connected to your CRM
- Connection to CRM
- Display of necessary data
- Option to upload files or other information
- Saving files
Portal as an extension of your CRM. Designed for your customers as well as for partners or internal employees who you want to give insight into the business process but don't want to give them access to your CRM.
Show your customers where they are in the process. Just as transport services inform about the delivery of packages.
Let your customers self-dispense. They'll fill you in when they can. And upload the necessary documents. If they want to repeat an order, they do it in the portal with one click.
Show your partners or employees additional data from your CRM without giving them custom access.
Customer portal connected to your CRM
Isn't a ready-made template enough for you? We will customize it for you.
We'll connect with you, walk you through your processes and tell you how successful companies do things. If you're interested, we'll show you how to proceed and help you with your entire digital transformation process.
Pipelinker can be connected to the main CRMs on the Czech market - Pipedrive, Raynet, Hubspot, Salesforce. Do you need to connect another CRM system? Contact us.
Pipelinker is really no strings attached. If you don't use it, you can cancel it at any time.
Yes. If the Pipelinker template is not enough for you, it is possible to extend the portal further by additional connections to your own systems (ERP, invoicing, etc.), add a section for partners, let employees add information from installation or service.
Thanks to the portal, customers can not only see the status of the order, but can also add the information they need. Whether it is data, photos or additional documents and contracts.
The customer is not dependent on when the merchant is available. He can complete the information even at the weekend or in the evening.
We'll connect with you, walk you through your processes and tell you how successful companies do things. If you're interested, we'll show you how to proceed and help you with your entire digital transformation process.