Last month, we highlighted the benefits of customer portals in our blog, and we’re thrilled to now offer a solution for Act! users with Link2portal.

Integrating a customer portal with your Act! CRM database is more than just an enhancement; it’s a strategic advantage that can set your business apart in a competitive landscape. Customer portals offer a secure, centralized data repository that boosts self-service capabilities. Customers enjoy 24/7 access to their accounts, while you benefit from increased productivity and valuable customer insights.

Here are some practical use cases:

• Mortgage Brokers: Provide visibility into past and current loans.
• Insurance Brokers: Offer access to policy details.
• Technical Support Professionals: Display support contract details and ticket history.
• Vendors: Share product purchase history, details, and warranties.
• Businesses: Present licensing, download details, and subscription information for past and current purchases.
• Non-Profits: Track past donations and facilitate future contributions.

Historically, creating a customer portal was challenging due to data sourcing issues and the high cost of ERP systems, making these solutions accessible only to larger businesses.

As the world’s leading Act! reseller, Keystroke developed its own customer portal, the Keystroke Account Manager, investing significantly in its creation. Now, with Link2portal, we’re offering similar technology to all Act! users at a fraction of the cost.

Link2portal

Link2portal is a user-friendly Linktivity product that enables subscribers to quickly build a customizable customer portal using their Act! data. Whether you’re in technical support, mortgage/insurance brokerage, or another field, Link2portal makes it easy and affordable—just $45 per month.

Features of Link2portal include:

• Encrypted Customer-Managed Passwords: Configurable password complexity rules.
• Selectable Data Tables: Includes Contact, Opportunity, and any custom tables in the user’s database.
• Internal and External Filters: Full control over which contacts access specific data fields.
• Editable Contact Fields: Allows customers to update their information in your database.
• Customization Options: Branding, icons, colors, fonts, logos, and header/footer customization.
• Document Uploads: Enables customers to upload contracts, images, documents directly to their records.
• Customer-Facing Filters: Allow customers to view specific data, such as active mortgages.
• Online Booking and Forms: Integration with Linktivity’s booking links, web forms, and surveys with pre-populated login data.
• Mobile Responsiveness: Works seamlessly on desktops, tablets, and most mobile devices.
• Support for External Links: Enhances customer service capabilities.

We’re excited to announce the release of Link2portal next week, a new white-labeled online portal service that integrates with the Act! database through the Web API. This solution offers an accessible, cost-effective way to create powerful customer portals.

Embrace the power of Link2portal and elevate your business with our trusted solution.