Link2Portal for Act! CRM
Give your customers a 24/7 self-service portal powered by Act!
Having a customer portal for your Act! CRM database is more than a value-add; it’s a tool 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.
Link2Portal
Link2Portal – Customer Portal System for Act!
Link2Portal is a Linktivity product that provides a user-friendly solution to quickly and affordably create a customized customer portal using Act! data. These portals serve as secure repositories, centralizing information to enhance customer self-service capabilities. By providing customers with easy access to their accounts, businesses can boost productivity and improve overall service efficiency without the traditional overhead costs.
Key features & benefits:
- 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 Act! 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 update your database
- Enable customers to upload contracts, images, documents, etc. directly to their contact record
- Customer-facing filters to allow them to save time by selecting what data they want to see
- Customization features including branding, icons, colors, fonts, and logos, as well as head and footer pages
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)
- 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.
Link2Portal Pricing
Link2Portal is available exclusively to new or active Act! Premium Cloud and Act! Premium Desktop subscribers.
$45
Account/Month
(billed annually)
New Customers can buy online along with your Act! Subscription product.
Existing Customers your pricing pro-rates to align with the existing Act! Premium subscription term – contact us to purchase.