Broker CRM: How to configure and use the customer portal

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Learn how to set up and manage the Customer Portal in Broker CRM.

Want to give your customers a smoother, more intuitive digital journey? In this session we'll walk through how to configure the Customer Portal from both the CRM and the customers perspective.

You’ll learn how to set up the portal, tailor the experience to your firm’s needs, and see how information updates in real time between CRM and portal.

We’ll also cover:

How to activate and configure the Customer Portal in Broker CRM
Optional features you can enable to personalise the customer experience
A live walkthrough of the client view and how it connects to your CRM instantly