Self-service portal
Empower your customers to help themselves with the quick and convenient Self-Service Portal in efficy CRM.
Streamline tailored knowledge sharing.
Create your Knowledge Base articles, format them effortlessly, and let our AI translate them with just one click. Publish directly on the customer portal, with the flexibility to decide which articles are public and which are reserved for authenticated clients.
Streamline your knowledge sharing while maintaining full control over visibility and access.
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.
