To be honest, for years we at xRM have been unsatisfied with our response to the many requests we have had for a customer-facing Microsoft Dynamics CRM portal. Up until recently, a Dynamics CRM customer portal has been an expensive proposition, regardless of whether custom development or a third-party tool was used. With the release of CRM Vertex, all that has changed. Now it’s possible to have a first-class Dynamics CRM customer portal for a relatively inexpensive initial investment and a low monthly fee. This Dynamics CRM portal provides the self-service experience that today’s customers demand, with robust integration with your instance of Microsoft Dynamics CRM.

Benefits of CRM Vertex

  • Customer self-service, where service requests can be created, orders can be viewed, knowledgebase, community discussion, event registration, the results of which are all available to your customer service staff Microsoft Dynamics CRM
  • Mobile-friendly
  • Completely customizable and configurable from within Microsoft Dynamics CRM
  • Deployed in hours, not months
  • Affordable

Features of CRM Vertex

  • Seven modules provided without customization – Discussion, Support, Orders, Invoices, Contracts, Knowledge Base, Events
  • SharePoint integration available
  • Custom entities surfaced in the portal without custom coding
  • Interactive, where Notes entered in the portal by customers appear in Microsoft Dynamics CRM and vice versa