MyPortal CRM: CRM with enhanced collaboration

MyPortal CRM is a portal, and this makes all the difference! Accessible to mobile populations from any device, MyPortal CRM allows you to manage your whole customer life cycle, thanks to real time management indicators: market research, business follow-up, events, hotline/customer service management.

But it doesn't stop there. MyPortal CRM is a naturally collaborative tool which goes beyond the standard functions you would expect from a CRM: it also includes an integrated chat amongst connected users, an FAQ, sales team task management, notifications, management and archiving of meetings... MyPortal CRM is easy to use, fun, and resolutely modern.

Editor: Report One

MyPortal CRM demo and screenshots

MyPortal CRM Campaign Management, API, Web service, Document Library MyPortal CRM Campaign Management, Opportunity Management, support (phone, email, ticket) MyPortal CRM: Maximum Users, Rights Management, Commercial Proposal

MyPortal CRM customers

No customer reference

MyPortal CRM pricing and features

Plans & Pricing

01-05 Utilisateurs
11-20 Utilisateurs
06-10 Utilisateurs
21-50 Utilisateurs
150 /month for 5 users
300 /month for 20 users
200 /month for 10 users
499 /month for 50 users


Application Customization
Software Layout & Themes
Application Settings
Data Import & Export (CSV, XLS)
Management of Rights
Maximum Users
Billing & Invoicing
Purchase Order
Conversations and Posts Collaborative discussions between team members
Knowledge Base, Wiki
Meeting Management
News Feed
Note Taking Management of a task list and note-taking
Task Management
Chat Box / Instant Messaging Live discussion via a Webchat
Notifications Email, sms, or pop-up window that alerts you of an action
Customer Support
Customer Interface
Feedback & Customer Satisfaction
Document management
Document Library
Shared documents
Expense Validation process
Expenses Monitoring
Marketing Automation
Campaigns Management
People Management
Leave Management
Catalogue / Price Book
Product Datasheet
Sales Force Automation
Account management Companies follow-up
Business Proposition Customer engagement via a product positioning (price, competition, decision makers, etc.)
Contact management People's details editing and individual follow-up
Lead management Deal that you have the possibility to close after qualification
Quote Proposal Avoidance
Sales process and pipeline Customer life cycle management
Workflow & process
Automatic actions


Integration & Interoperability
API, Web Service Restful APIs
Responsive Web Interface (RWD) Application crafting to provide an optimal experience
Security & Confidentiality
Daily Backups
Data geographic redundancy
Secure Sockets Layer (SSL)
Strict Internal Access Controls
Total Data Reversibility
Community (FAQ, Forum)
Help Desk (Phone, Email, Ticket, Chat)
Knowledge base (tutorials, demos)