CRMJetty

BACKGROUND

Please describe your company and position.

I am the Marketing Manager of iMin Technology

Describe what your company does in a single sentence.

Information Technology, Commercial Hardware

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CRMJetty to accomplish?

• PRM Portal

SOLUTION

How did you find CRMJetty?

Online Search

Why did you select CRMJetty over others?

• Close to my geographic location
• Pricing fit our budget
• Great culture fit

How many teammates from CRMJetty were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

CRMJetty built a Salesforce-native partner portal with more than ten purpose-built modules. Delivery included role-based access control for all five partner types, a deal registration engine with auto-populated forms, pricebook-based product filtering, multi-level approval workflows, and automatic deal ID generation. They also built an MDF request module with threshold controls and reimbursement tracking, a guided onboarding kit with per-contact progress persistence and access gate enforcement, and a real-time sales dashboard displaying revenue targets, rebates, and KPIs. Additional modules included Filecamp integration for document management, a bulk CSV upload feature, a tiered announcement sidebar, and a badge and certificate module for partner credentials.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Since go-live, partner deal registrations flow through automated approval workflows, eliminating the manual back-and-forth our team previously managed. Partners now independently handle MDF requests, track reimbursement status, and access contracts without raising support tickets. The guided onboarding kit has standardized partner activation across all our markets, which was previously one of our biggest operational inconsistencies. Our internal team has measurably reduced the time spent fielding routine partner requests, and our account managers now have a single Salesforce dashboard view across all five partner tiers and every active market.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project management was structured and reliable. CRMJetty began with a thorough requirements phase, mapping each partner tier's needs before development started. They communicated proactively when dependencies arose, particularly around Salesforce data model decisions that had knock-on effects across modules. Delivery was phased, which gave our team space to test each module before the next one went into development. They were responsive to feedback and turned around configuration changes quickly during the review cycle.

What was your primary form of communication with CRMJetty?

Virtual Meeting

What did you find most impressive or unique about this company?

Their Salesforce expertise stood out. They understood the constraints of the platform and designed the portal architecture around them rather than working against them. Delivering five distinct, branded partner experiences from a single portal instance without creating a maintenance burden for our team required real product thinking, not just implementation work. That balance was genuinely impressive.

Are there any areas for improvement or something CRMJetty could have done differently?

Admin documentation for the more complex modules, particularly the MDF request workflow and CSV upload validation rules, could have been more detailed at handover. More thorough admin guides would have reduced the learning curve for our internal team managing the portal post go-live.

BACKGROUND

Please describe your company and position.

I am the Director of Expandus Business Coaching Pvt. Limited

Describe what your company does in a single sentence.

We are a Business Coaching and Mentoring Company. We help entrepreneurs build strategies for Scaling Up.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CRMJetty to accomplish?

• Building Strong Online Identity
• Demonstrating Expertise
• Generating Leads
• Optimizing For Mobile Devices

SOLUTION

How did you find CRMJetty?

Online Search

Why did you select CRMJetty over others?

Great culture fit

How many teammates from CRMJetty were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

CRM Jetty Designed, Developed, Hosted, and Maintained our website www.expandusbusinesscoaching.com for us.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Onetime Delivery of the Website
• Great Looks
• Defect Free
• Mobile Responsive

Describe their project management. Did they deliver items on time? How did they respond to your needs?

We have been working with CRM Jetty for over four years, and they have consistently exceeded our expectations in website development.

They're highly responsive, proactive, and solution-oriented, which makes the entire development process seamless and stress-free. From the very beginning, they showed a genuine interest in understanding our requirements. They provided valuable guidance and innovative suggestions that significantly improved our project outcomes.

One standout aspect of working with CRM Jetty was their approach to requirements gathering. Before finalizing estimates, they meticulously crafted the entire HTML layout and graphics positioning, ensuring we had complete clarity on what we were committing to. This level of transparency and planning was truly commendable.

The project was delivered on time with minimal defects, and we always had a dedicated point of contact who ensured smooth communication and execution. Their commitment to quality, attention to detail, and customer-first approach made the entire collaboration highly productive and enjoyable.

If you’re looking for a reliable, skilled, and professional web development partner, we highly recommend CRM Jetty. They are an exceptional team that genuinely cares about delivering the best results. 

What was your primary form of communication with CRMJetty?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Genuine & Professional efforts

Are there any areas for improvement or something CRMJetty could have done differently?

No

BACKGROUND

Please describe your company and position.

I am the Dynamics 365 Specialist of an other industry company 

Describe what your company does in a single sentence.

Our company is an insurance Managing General Agent approved and regulated by the UK Financial Conduct Authority, BaFin in Germany and DIFC in the UAE. It owns and manages four marine insurance brands as an Underwriting Agent.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CRMJetty to accomplish?

• Create a client customer portal to meet business needs

SOLUTION

How did you find CRMJetty?

Online Search

Why did you select CRMJetty over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from CRMJetty were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Customization Scope:

• Lookup Customization 
  • Admin side Form Lookup setting: 
    • In the form configuration there is a new lookup field setting which CRMJetty will be adding where the admin can set target data for lookup. 
    • Once the target is set then the admin needs to save settings in the database. After this the admin will get the data from the database and using this data admin will be able to set the conditions that can be used as a data filter in front. 
    • The admin can select one or more entities for the list filtering, and if the admin selects more than one entity then at that time the portal will load a new picklist in the lookup view and the data will be loaded according to the selected option in the picklist:
  • Front side Form Lookup setting:
    • Now on the portal side the users will get the settings from the database for the lookup which has been configured by the admin based on which the user will be able to set the conditions according to the settings configured. 
    • If more than one entity is selected then CRMJetty will show all the entities as an option in the picklist and the data will load according to the selected entities. 
    • If any of the options are changed from the picklist, the data will be fetched using an AJAX call and the data will be loaded In the lookup form. 
  • Admin side List Lookup setting: 
    • In the list configuration of the lookup field setting CRMJetty adds one additional setting same as the form builder so the List builder lookup works as same as the form builder. 
  • Front side List Lookup setting: 
    • On the portal, lookup data will show the data according to the target set by the admin in the list configuration of that lookup. BIZ/QMS/SM/REC/209 | V1.0 Confidential 11 
• Email Duplication Customization 
  • Admin side:
    • Create/Edit a contact using exisiting Email 
      • As of now in the default configuration of the product If the admin is creating a new user using exisiting email which is available in the CRM so at that time the admin will get an error message as “Email is already existing”. 
      • As per the new change request CRMJetty will allow creating multiple users with the same Email ID. 
      • As per the new change request CRMJetty will allow editing multiple users with the same Email ID and the edit will be done in the contact considering the Username & Contact ID fields. 
  • Front side 
    • Update Profile Data 
      • The profile data update will work based on the {Username, ContactId} fields.
    • Login Using Email 
      • At this time there are two options for login options for user to login into the system:
      1. USERNAME AND PASSWORD 
      2. EMAIL AND PASSWORD 
         • From now onward the users will be able to log in only using USERNAME AND PASSWORD which is the first option. 
      3. Register Using Existing Email 
         1. At this time CRMJetty is not allowing users to use the existing mail id which is already there in the CRM but as per the requirement discussion, more than one contact will be allowed to use the same mail ID for registration. 
         • Forgot Password 
           • As of now forgot password works using the Email ID but after the customization, it will be working only using a Username and not Email.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• completion of milestones within the project plan that have been successfully achieved. 
• Deliverables on customized scope development work. 
• Time adherence, all project progress was completed on schedule. 
• Efficiency in resource allocation to help deliver customization work and going live.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

All Project work was delivered on time. This was done by communication via video calls/email communication to understand each project stage, in which we had UAT and sign off stages for each customization developed.

What was your primary form of communication with CRMJetty?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The willingness to take on bespoke customizations to transform this into the portal software to meet our business requirements. Skillset of team members, the team is very knowledgeable and has a good IT troubleshooting skill set along with coding experience.

Are there any areas for improvement or something CRMJetty could have done differently?

Overall the team worked extremely hard and delivered all requests in a timely manner.

BACKGROUND

Please describe your company and your position there.

We are the leading provider of packaging and printing solutions to the wine, beer, spirits and food industries. I'm the IT Program Director.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire CRMJetty, and what were your goals?

We initially hired CRMJetty to help setup the integration between our WordPress website and CRM. However, the scope of work we assigned to this team quickly grew due to their expertise, professionalism and ability to respond.

SOLUTION

How did you select this vendor and what were the deciding factors?

Their ability to quickly integrate WordPress to CRM.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

We had a discovery/kick-off meeting to discuss review our website roadmap, goals and objectives. From there, we used Jira to manage our workload into Sprints. Each feature was documented in a ticket and we used the ticket to collaborate on development, testing and releases.

How many people from the vendor's team worked with you, and what were their positions?

We work with primarily 2 dev associates that we work with but there are a total of 3 dev associates and one leader that we interact with.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

Our website releases have been on time with the estimates and deliverables we have agreed on.

Describe their project management style, including communication tools and timeliness.

This development team has been incredibly responsive and thorough. They deliver high-quality work based on their estimates and timelines.

What did you find most impressive or unique about this company?

We started using the CRMJetty team to help with our website/portal project but we quickly expanded the work we assigned out to this team due to their high capabilities and ease to work with.

Are there any areas for improvement or something they could have done differently?

No, so far, everything has been great!

BACKGROUND

Introduce your business and what you do there.

I’m the COO at Cliftons. We provide event spaces for organizations like corporates and governments. We manage events from 10–200 people for everything from computer training, soft skills, and other large events. People use our venues across Australia, New Zealand, and Asia-Pacific. More and more, we’re also doing hybrid virtual events.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with CRMJetty?

We use Microsoft (MS) Dynamics 365 as our CRM, and since we’re an event management company, we need a good calendaring system. However, our provider’s standard system isn’t suitable for our purposes. We had been using a previous company to supply a calendaring system for 5–6 years. When we went to the cloud version of MS Dynamics 365, our calendar wasn’t suitable anymore, so we needed to find a new vendor. 

SOLUTION

What was the scope of their involvement?

CRMJetty provides us with their calendaring system. We gave them extensive requirements because we have customizations within our CRM environment. They’ve worked with our customizations. They also provide a client portal where our customers can manage their events online. We previously used an MS product called Azure Data Explorer (ADX) for this feature, and after speaking with them, we decided to change to CRMJetty’s product. 

They’ve integrated their products with MS Dynamics 365, and they now pull live information from our CRM system and present it to the users. Additionally, we’re currently using CRMJetty for general MS Dynamics 365 support, including performance improvements and new functions. 

What is the team composition?

Our project manager is our main contact, and we work with two developers; one works on the portal side, and the other handles MS Dynamics 365 support. 

How did you come to work with CRMJetty?

I researched online for a vendor that offered an event calendaring to replace our previous one. After meeting with CRMJetty, we did a trial of their product, which seemed to suit our needs. Then, I did a little bit more research on the company, and we decided to use them.

How much have you invested with them?

We’ve spent around $35,000 AUD (approximately $25,000 USD). Now, we also have a maintenance agreement, so I expect our yearly spending to go up to $50,000 AUD (approximately $36,000 USD). 

What is the status of this engagement?

We started working together in October 2021, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

CRMJetty is very professional and has a strict process, which is very good for us. They've driven us to ensure everything goes through a dev-side sandbox to get signed off and checked before moving it to production. The quality of their work is very high. We've seen very few bugs, even in the first user testing stage, where we've found their work is 90%–95% ready to go live. We haven't found any issues when they move any features to a working state. Additionally, we were able to use the calendaring system very quickly after we started the engagement. 

There's an expectation that if our relationship continues to grow, CRMJetty might become our primary CRM development partner. So far, the chances are high because everything they've done for us has been very professional, and their communication is very good and consistent. 

How did CRMJetty perform from a project management standpoint?

They're very good at project management. They provide accurate estimates of assets and budgets and meet the timeframes. So far, they've never gone over the deadline for something to go live. Overall, I'm very happy with their ability to estimate. 

Our communication is through Skype, which I initially found to be a bit old-school. However, it's working quite well; we catch up daily in the afternoon to adjust for the time difference between us. We also use email. The team is readily available, and whenever I call for a catch-up, they always respond within an hour despite the time difference. 

What did you find most impressive about them?

I'm impressed with CRMJetty's professionalism. They deliver as per their estimates, and the quality of their work is very good. I can be very particular as a manager because of the prominence of our customers. Attention to detail is important, and I also expect it from our suppliers. CRMJetty has met our standards, so expect to keep working with them a long way into the future. 

Are there any areas they could improve?

The only thing I would suggest is working more around the time difference. Some larger companies have 24/7 support, while we're restricted by the time difference between Australia and India. That's not really on them, though, and the fortunate thing is we haven't had any significant issues. We've never needed immediate support and had to wait, which is a testament to the quality they deliver. 

Do you have any advice for potential customers?

Consider that CRMJetty will require a proper, up-to-date sandbox environment that works with your latest technologies. I would recommend them to anybody, provided they cover the items you're looking for.

BACKGROUND

Please describe your company and your position there.

I'm a Salesforce Administrator for a regional food bank.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire CRMJetty, and what were your goals?

We wanted to provide our volunteers with a more robust user interface to sign up for shifts and view their volunteer history. This information is kept in our Salesforce installation, so we needed an external-facing product that would interface with Salesforce in the desired way.

SOLUTION

How did you select this vendor and what were the deciding factors?

They appeared to have a product that would work for us with some additional customization.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

Their Salesport product needed to be modified for volunteer use rather than for sales use. We have complex business processes around our volunteer registrations, and the product needed to assess a number of different criteria to determine which shifts to display to a given volunteer as well as how their registration should be processed.

How many people from the vendor's team worked with you, and what were their positions?

I worked with a project manager as well as a development lead, in addition to occasionally seeing other development team members during demo calls.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

Too early to say, as we have only just begun bringing users in to the new portal.

Describe their project management style, including communication tools and timeliness.

Communication for this project was mainly over email due to the time zone difference, which occasionally caused issues to take extra time to resolve if a significant amount of back and forth was needed to get our expectations aligned with the dev team's understanding. That aside, the dev lead was always responsive to any queries we made within a day.

What did you find most impressive or unique about this company?

Their technical skills with regard to their software as well as Salesforce were commendable, and they were able to implement most of our customization requests.

Are there any areas for improvement or something they could have done differently?

Documentation for their product is functional, but not very user friendly. I think putting some extra effort into that would make their customers much more confident about supporting the product for their own users.

BACKGROUND

Please describe your company and position.

I am the Customer Experience Manager of Asendia

Describe what your company does in a single sentence.

We deliver cross-border e-commerce solutions.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CRMJetty to accomplish?

• Develop a Customer portal
• Survey Rocket plugin

SOLUTION

How did you find CRMJetty?

Customer meeting

Why did you select CRMJetty over others?

• Pricing fit our budget
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from CRMJetty were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Ability to trigger a survey at specific touchpoint triggered by Asendia user (at closing a case, closing an opportunity, etc.)
And send one reminder after x days if contact has not responded to the initial survey.

Plugin to be installed on our CRM system.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Fit to planning

Testing

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes, they did; the hold-up was more on our side.

What was your primary form of communication with CRMJetty?

Virtual Meeting

What did you find most impressive or unique about this company?

I was impressed with their flexibility, friendliness, and can-do attitude.

Are there any areas for improvement or something CRMJetty could have done differently?

Be more thourough on what you need to do get the job done. Chase your customers when they don't provide you with what you needed ;)

BACKGROUND

Please describe your company and position.

I am the Marketing Manager of Touch Financal

Describe what your company does in a single sentence.

Invoice Finance Broker

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CRMJetty to accomplish?

• Streamline email automation process with attachments
• Save time and resource

SOLUTION

How did you find CRMJetty?

Referral

Why did you select CRMJetty over others?

• High ratings
• Good value for cost
• Referred to me

How many teammates from CRMJetty were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We reached out to CRM Jetty to help us streamline sending PDF packs to our clients and partners.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

They completed the project to a high standard and very quickly. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Very responsive. Excellent communication.

What was your primary form of communication with CRMJetty?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Speed and value for money.

Are there any areas for improvement or something CRMJetty could have done differently?

No

BACKGROUND

Please describe your company and position.

I am the Director, NY Office of Lucis Trust

Describe what your company does in a single sentence.

We are a nonprofit educational instituate

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CRMJetty to accomplish?

• To assist with Microsoft Dynamics set up and integrations

SOLUTION

How did you find CRMJetty?

• Online Search
• Clutch Site

Why did you select CRMJetty over others?

• High ratings
• Pricing fit our budget

How many teammates from CRMJetty were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Reclassification of a number of member fields. Set-up of a unique custom grouping system for a membership project we run called Triangles Set-up and automate Subscription service for our quarterly Journal Integrate all email lists with sendgrid email client using API. Several bulk update of records for various reasons.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Correct functioning of the various processes related to the Dynamics CRM.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Very efficient project management. Everything was very organized and delivered on time.

What was your primary form of communication with CRMJetty?

Email or Messaging App

What did you find most impressive or unique about this company?

Their friendliness, efficient customer service, and excellent communication skills are impressive. They have a very competent development team.
Are there any areas for improvement or something CRMJetty could have done differently?

No.

BACKGROUND

Please describe your company and your position there.

I work for a non-profit organization in the area of data and analytics as a manager.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire CRMJetty, and what were your goals?

We needed a donor and volunteer portal to assist donors and volunteers in being able to run receipts of individual or annual donations as well as receipts of volunteer hours. We also wanted donors to be able to visually "see" their giving over time and track this information on a dashboard. This review is for the support they have provided.

SOLUTION

How did you select this vendor and what were the deciding factors?

This vendor was selected by a former CTO due to their ability to customize the product.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

AppJetty has provided support when we have run into technical issues with the donor and volunteer hub. We appreciated their rapid and skilled response.

How many people from the vendor's team worked with you, and what were their positions?

A developer and a project manager worked with me.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

We have found that AppJetty has provided efficient and knowledgeable technical support.

Describe their project management style, including communication tools and timeliness.

Zoom calls and flexible scheduling has been utilized. We appreciate their willingness to offer this flexibility.

What did you find most impressive or unique about this company?

This company has provided support to ensure our donor and volunteer hub continues to be up and running. We greatly appreciate this.

Are there any areas for improvement or something they could have done differently?

Not in the area of technical support.