WordPress Customer Portal - CRMJetty

Native Salesforce Integration The portal works directly with Salesforce data models, supporting both standard and custom objects while maintaining platform-level security, permissions, and data integrity.

No-Code / Low-Code Configuration Create and modify site layouts, forms, and user flows using visual builders, enabling fast deployment and ongoing iterations without heavy development work.

Dynamic Data Components Utilize ready-made UI elements like tables, cards, and filters to display and interact with live Salesforce data in an intuitive and user-friendly way.

Role-Based Access Control Visibility and access follow Salesforce roles, profiles, and sharing settings, ensuring that every user sees only the data relevant to them.

Branded Mobile App A fully responsive and customizable mobile app supports teams and external users on the go, enabling real-time collaboration from any location.

Advanced Workflow Automation Portal activities can trigger Salesforce flows, approvals, and automated processes to ensure consistent operations and faster response cycles.

Real-Time Dashboards & Analytics Visual dashboards and metrics sourced directly from Salesforce deliver immediate insights into performance, activity, and progress.

Multi-Site & Multi-Language Capabilities Operate multiple brands or region-specific experiences from a single portal setup, supporting localization and diverse user groups.

Seamless Third-Party Integrations Integrate easily with payment systems, document management tools, support platforms, and other business applications to extend the portal ecosystem.