Early last month we published a blog on the value of customer portals, so we're particularly proud to announce that we're now offering Act! users such a service in the name of Link2portal.

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.

Consider these real-life use cases:

• mortgage brokers can provide visibility on past and present loans
• insurance brokers can do the same for policies
• technical support professionals can show support contract details and ticket history
• vendors can show the purchase history of their products, as well as product details and warranties
• businesses like ours can provide licensing and download details for all past purchases, as well as current and past subscription contacts
• non-profits can track past donations and facilitate future ones

Historically, the data source is a problem for businesses attempting to deliver a customer portal. Where will all the data come from, and how much effort will it take to push it to online sources where customers can access it? This is why portals were often limited to businesses that have an expensive ERP system in place, making them out of reach for most. 

As the world’s #1 Act! reseller, Keystroke developed our own customer portal years ago with the Keystroke Account Manager, and we invested tens of thousands into it. Now Link2portal delivers similar technology for all Act! users at a fraction of the cost.

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!

Link2portal offers the following features:

• Customer-managed passwords that are encrypted in Act!, and have configurable password complexity rules
• selectable data tables, including Contact and Opportunity tables, as well as any custom tables that are in the user's database
• internal and external filters to give you full control of which contacts have access, and to what data fields
• provide customers the option to edit select contact fields, so they can help you update your own database
• customization features including branding, icons, colours, fonts, and logos, as well as head and footer pages
• enable them to upload contracts, images, documents, etc. directly to their contract record.
• Customer-facing filters to allow them to save time by selecting what data they want to see (eg., active mortgages only).
• provide access to your online booking link, web forms, and surveys from Linktivity, with the login user data pre-populated
• Is mobile responsive, so it works on desktops, tablets, and most mobile devices.
• support for external links for improved customer service

This is why we're so thrilled to announce next week's release of Link2portal, a new white-labelled online portal service that will allow customers to create portals that read and write data from the Act! database through the Web API. 

To learn more about how Link2portal can revolutionize your customer interactions by seamlessly integrating with your Act! CRM database, providing secure, 24/7 self-service capabilities, and enhancing operational productivity, visit our detailed page here: Link2portal Overview. Discover how this powerful tool can help your business thrive in today’s competitive market.