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. 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 Cousins has been managing CRM projects for over 20-years. He and the team at My CRM Manager have distinguished themselves by being incredibly effective at helping companies maximize their investment in integrated CRMs. Dan has routinely been asked to speak at national Sage sponsored events.

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