Self-service portal

Empower your customers to help themselves with the quick and convenient Self-Service Portal in efficy CRM.

Free up agent’s time to help more customers succeed.

Set up and fully customise your portal with ease, so you can give your customers the freedom to help themselves at their own convenience.

With the Self-Service Portal, we help you reduce costs and give your agents hours back into their week, so they can focus on creating a bigger impact and better support. 

Provide fast answers through the Knowledge Base.

At the heart of your Self-Service Portal, the Knowledge Base organises your product and company information to empower your customers and employees alike.

With the Knowledge Base, customers can find quick answers to common issues without even needing to fill out a request. 

Keep customers empowered throughout.

Of course, some customers may have issues that go beyond the reach of your Knowledge Base or community forum.

With your Self-Service Portal and Ticketing System integrated into efficy CRM, customers can always submit and update tickets as they need to. You can keep them actively in the know with a request progress tracker, so they never have to pick up the phone for updates.



Get your demo, no strings attached.