Customer Portal for Your Business
Self-serve application and referral portals for your prospects, customers and partners. Tightly integrated with your LeadSquared CRM to connect sales, marketing & service teams.
Why use WPSCRM self-serve portal for your business?
Paperless, Self-serve & Fast
Make the application processes paperless and complete with self-serve forms
Increase Application Numbers
Self-serve application forms allow you to increase applications from all your sources
Private & Secure
Password-protected login interface for your customers, prospects, and partners
Live Application Tracking
Allow applicants to see their progress, pick-up any time & download applications as PDF
Mobile Responsive Forms
Allow users (prospects, customers, partners) to access portal and forms on mobile
Chatbot + Payment Integration
Capture direct interactions with applicants, and reduce hassle with payment integration.
What kind of portals does WPSCRM support?
Self-serve application forms, customer profiles, referral management and more
Education
Admission Portal
Student Profiles
Publisher Portal
Teacher Portal
Role-based Access
Student Profiles
Publisher Portal
Teacher Portal
Role-based Access
Finance
Lending Portal
Borrower Profiles
Agent Referral Portal
Process Automation
Service Portal
Borrower Profiles
Agent Referral Portal
Process Automation
Service Portal
Real Estate
Portal for Brokers
Referral Portal
Aggregator Portal
Agent Portal
Process Automation
Referral Portal
Aggregator Portal
Agent Portal
Process Automation
Healthcare
Patient Portal
Doctor Portal
Role-based Access
Service Portal
Process Automation
Doctor Portal
Role-based Access
Service Portal
Process Automation
Allow your agents to check in/out automatically
Your field agents can check-in to indicate that they are starting their sales route, and similarly, check out at the end of the day. In case they forget or are unable to do so manually, the tool will automatically check them in.
Secure portal and prospect profiles
Give your prospects or customers their own portal to manage their profiles and their active, old, and new applications. For instance: The borrowers can easy-apply for loans, students can easily apply for admissions, manage their profiles, upload documents, check application status, and receive verification & approval notifications.
Secure payment integrations
Integrate your payment modules into WPSCRM portal securely. Allow the completion of the complete application online including admission fees collection or payment for other kinds of applications.
Application completion ratios
Identify the application completion rates across your products, teams, regions, and more. You can even identify the pages or form fields where most drop-offs happen, allowing you to fix the form layouts for higher completion ratios.
Tight integration with your front-end sales operations
Sales, marketing, call centers, services and beyond – everything is completely connected
Track Inquiry Channels
Identify the most effective lead generation channels for new application inquiries.
Automate Application Lifecycle
Connect all the teams and processes involved through the application lifecycle.
Reduce Team Efforts
Initiate call center, sales, or support intervention only when needed via tracking.
Automate Communication
Engage prospects, customers, or partners via automated multi-channel campaigns.
Build Custom Dashboards
Customized, hierarchy-based dashboards for your teams to reduce efforts.
Get Complete Analytics
Track the effectiveness of your processes, teams, salespeople, products, and more.