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MCM 365 Customer Portal

July 8, 2022
Sage CRM

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 dan.cousins@mycrmmanager.com 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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