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Superior Customer Service Simplified:Link2portal
Rise above the competition with an Act! driven customer portal
Delight your customers with a 24/7 self-service portal powered by Act!
Integrating a customer portal with your Act! CRM database is not just a value-add; it’s a strategic move that can differentiate your business in a competitive market. Customer portals provide your business a secure centralized data repository that enhances customer's self-service capabilities. Customers are happier with the easy 24/7 account access, and you benefit from increased productivity, while harvesting valuable customer insights and feedback.
As the world’s #1 Act! reseller, Keystroke developed our own customer portal years ago with the Keystroke Account Manager, and now Link2portal delivers similar technology for all Act! users.
Link2portal is an easy-to-use Linktivity product that enables subscribers to quickly create a customizable customer portal with their Act! data. Whether you're in the technical support business looking to surface support ticket or contract details or a mortgage/insurance broker looking to provide access to policy or loan data, Link2portal can make it happen easily, quickly, and for a fraction of the cost of hiring developers to build a bespoke solution. In fact, Link2portal costs only $45 per month. That's it!
Learn how Link2portal integrates with Act! CRM
- Contact Updates: Customers can be allowed to update their own contact record with selectable fields in the portal.
- Changes reflected instantly in portal: support tickets, policy changes, and new contract details are published instantly to the portal from Act!, providing your customers to-the-second updates on their account
- Choose what get's display: Link2portal allows you to choose which tables and which fields to display to your customers, and even apply filters to dictate which contacts can access the portal (eg. customers, but not prospects)
Portal pushes & pulls
to and from Act! Directly!
to and from Act! Directly!
- Self-serve password management: Link2portal allows you to select a field to store the login passwords in Act!, but it encrypts the password for additional safety. If a customer forgets they password, you can easily reset it themselves.
- Have them send you forms, images, or documents: Link2portal allows customers to login and upload items that get stored directly under the contact record history. Great for uploading signeded contracts, pictures related to insurance claims, or even applications.
- Linktivity Integration: provide access to your online booking link, web forms, and surveys from Linktivity inside Link2portal.
System Requirements & Subscription Terms
- A current Act! subscription (Act! v18 or higher)
- Act! security role of "Standard" or higher, with WebAPI permissions assigned
- Act! Premium Cloud or Act! Premium with a WebAPI URL, or locally install Act! Connect Link
- Act! WebAPI v1.0.409.0 or K-API
- All prices listed are in USD, and billed per user/per database
Link2portal Walk-Through
Link2portal is an online customer portal program that is easy-to-use and fully integrated with Act! CRM.
The following is a list of the portal features included:
Advanced Password Management System
Customer-managed passwords that are encrypted in Act!, and have configurable password complexity rules
Seamless Act! integration makes setup a snap
Selectable data tables, including Contact and Opportunity tables, as well as any custom tables that are in the user's database. Even provide customers the option to edit select contact fields, so they can help you update your own database.
Internal and External data filters
Internal and external filters to give you full control of which contacts have access, and to what data fields. Customers can also save time by filtering what data they want to see (eg., active mortgages only).
Mobile responsive for use on all devices
Is mobile responsive, so it works on desktops, tablets, and most mobile devices for maximum custoner convenience.
Create Static Information Pages
If you need to add general information pages covering Terms & Conditions, Company History, Employee roster, or anything of the sort, the Static page feature make it a snap to add to your portal.
Highly Customizable
Customization features including branding, icons, colors, fonts, and logos, as well as head and footer pages
Advanced Linktivity integration
Provide access to your online booking link, web forms, and surveys from Linktivity and have their contact details pre-populate in each based on their portal login. Customers save time with this seamless integration, increasing the chances they'll use these features.
Support uploads of documents & images directly to Act!
Enable them to upload contracts, images, documents, etc. directly to their contract record.
Support for external URL's
Provide direct access to important online utilities or services your company offers (eg. mortgage or proration calculators, FX rates, renewal tools, 3rd party webforms, etc.)
Know who is using your portal
Enable the option to update a field in Act! with the date of the last portal login so you know who is using and when, as well as those who are not.
Screen Shots of Link2portal
