CRM Portal
Do you need a place for your customers to be able to log into to see all of their services, contracts, and all of the work that you do for them?  The industry leading WorkWeb Customer Relations Management Portal is the ideal portal for your clients.
  • Limited Access for individual clients
  • Allow Customer to have access to their information in CRM
  • You can choose what they can and cannot view
  • Allow Customer to update/change information
  • Allow Customer to open/interact with problem tickets
  • Customer Vision to their Projects
  • Customer Vision into their Services Inventories
  • Price: Per Seat: $5 per seat per month
  • Packages: 50 seats for $50 per month

The WorkWeb Customer Relations Management Portal is an online portal that can be provided along with a custom login page on your website, for your clients. Companies can give their Customers a professional portal for them to interact with them without the need for expensive web-developers and allow customers/clients visibility to their data.

Our Customer Relations Management portal is revolutionary in how it will allow you to interact with your clients moving forward.

To find out more contact us at: 888-982-8126 or sales@workweb.io

Take a Tour
Client Access Module gives their customers/partners/vendors a portal for collaboration and communication. Restrict or allow the screens, data,and selective commentary providing a well-shaped positive, transparent communication and management tool between your customers and you.

  • Full or limited client access portal
  • Access to relevant screens and data for your customers
  • Interactive communication and collaborations tools

WorkWeb.io base quick start guide

All new accounts need to spend some time personalizing individual users and security. The administrative section of the website provides access to:

  • Manage your company profile (address, billing information, selected Modules, etc)
  • Group Security Settings
  • Widget Security
  • Table Maintenance (define drop-down values for entire site)
  • Stage Table (define the various stages of your sales cycle)
  • User Defined Fields (define fields for the collection of customer-specific information)
  • Company News List (create customer announcement messages to display on the home page)
  • Below is sequence of tasks that should be followed when setting up for the first time.

Step one

create the empty SaaS account, by clicking the "Sign-up" button at the top of the screen. By default the Account Owner will have full admin rights.

Step two

  • Go to Manage Company Profile.
  • Select the set of products you wish to have.

Step three

  • Create security Groups for each purchased product!
  • Administrative rights can be assigned to additional users by using the "Admin".
  • CRM is for CRM features only - there are no admin features in the product.

Step four

  • Add your users.
  • If the person is a manager and has people in the user group that report to them make sure to check the management box.

Step five

  • Assign the users the modules you wish to have them access - once you give it to them and confirm WorkWeb.io will charge them for this - you cannot remove it so be careful.
  • Based on the products you can now give that person appropriate security groups.

Step six

  • Set up Widget security.
  • Go to Widget Security and set up widget security group.
  • Assign widget groups to users.