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

Chatbot + Payment Integration

Capture direct interactions with applicants, and reduce hassle with payment integration.

Mobile Responsive Forms

Allow users (prospects, customers, partners) to access portal and forms on mobile

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

Finance

Lending Portal
Borrower Profiles
Agent Referral Portal
Process Automation
Service Portal

Real Estate

Portal for Brokers
Referral Portal
Aggregator Portal
Agent Portal
Process Automation

Healthcare

Patient Portal
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.

Looking for a customized portal solution?

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