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MCM 365 Customer Portal

Our customer portal allows you to submit new cases directly into our Sage CRM instance and/or view historical cases. When submitting a Case, you can associate images, videos, documents, and communications to your case.  

Please watch the instructional video below. If you require access, please email your MCM Project Manager or and we will set you and/or any of your colleagues up with access.

Sage CRM includes portal functionality by default, which is referred to as ‘Web-Self-Service’. In our instance of web-self-service, we have CRM Together’s interface which is branded 365. 

Several of our client systems include versions of 365 – which allows non-CRM users to interact with their Sage CRM instance. Just like Sage CRM, how different organizations leverage their portal is completely open-ended. If you would like to learn more about how a Sage CRM portal could help your organization, just let me know or jump to our website integration page. – Dan

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