The typical implementation process for CRMJetty generally includes the following steps:
Modular Approach: Start with a basic portal and add functionalities later as needed, ensuring that the portal evolves with the business.
Flexibility: The portal can be tailored to meet the unique requirements of different industries, such as insurance, real estate, and healthcare.
No Coding Expertise Required: The drag-and-drop builder allows for easy customization without the need for coding skills.
CRMJetty provides a range of pricing plans for its portals, including a one-time purchase model for the SuiteCRM Customer Portal in WordPress and Joomla. The pricing includes initial setup and licensing for one production instance and unlimited test and development instances. CRMJetty offers various support packages, including inclusive, functional, tech, and server support. Support validity is typically for 3 months for SuiteCRM/SugarCRM portals, and for Salesforce and Dynamics CRM portals, it is for the first year. Additional costs include hourly support and server maintenance. CRMJetty also offers customization services, which may incur additional costs based on the complexity and scope of the customization. Free trials and discounts are available for nonprofits and other use cases.
Training
Onboarding Training: CRMJetty offers onboarding training sessions to help new users get acquainted with the system. For Salesforce and Dynamics CRM portals, this includes 4 hours of training per year, while for SuiteCRM and SugarCRM portals, it includes 2 hours of training.
User Training: The training is designed to cover both general functionalities and specific implementation details. This includes basic training on the CRM system, role-based training, and training on specific modules and features relevant to the user's business processes.
Documentation and Resources: CRMJetty provides access to a detailed knowledge base, which includes documentation, FAQs, and tutorials to help users understand and navigate the system.
Support
Support Packages: CRMJetty offers various support packages tailored to different needs, including Inclusive Support, Functional Support, Tech Support, and Server Support Add-ons. These packages come with specific Service Level Agreements (SLAs) that define response times and support scope.
Communication Channels: Users can access support through multiple channels, including email, tickets, and calls. CRMJetty also provides a customer portal for issuing and tracking support queries.
DIY Helpdesk: CRMJetty offers a DIY helpdesk where users can find instant fixes for common issues by browsing the knowledge base and learning about the product's nuances.
Data Encryption: CRMJetty uses encryption protocols to protect data both at rest and in transit. This ensures that even if unauthorized individuals gain access to the data, it remains indecipherable.
Access Controls: Role-based access controls are implemented to ensure that only authorized personnel can access sensitive data. This minimizes the risk of data breaches due to unauthorized access.
Two-Factor Authentication: CRMJetty supports two-factor authentication to add an extra layer of security, making it more difficult for unauthorized users to gain access.
Regular Updates and Patches: CRMJetty ensures that their systems are regularly updated with the latest security patches to protect against known vulnerabilities.
Security Audits: Regular security audits are conducted to identify and address potential vulnerabilities in the system. This helps in maintaining a strong security posture.
Network Security: Advanced network security measures, such as firewalls and intrusion detection systems, are used to protect the CRM infrastructure from external threats.
Data Backup and Recovery: Regular data backups are performed to ensure data integrity and availability in case of a breach or system failure. This acts as a safety net to restore data if needed.
Regular Updates: CRMJetty provides frequent updates to their products. For example, the SugarCRM WordPress Customer Portal has seen multiple updates over the years, with enhancements and bug fixes being released periodically.
Update Management: Updates are managed through a structured process that includes:
Change Logs: Detailed change logs are provided with each update, listing the enhancements, bug fixes, and new features included in the release.
Compatibility: Updates often include compatibility adjustments with the latest versions of CRM systems like SugarCRM and SuiteCRM.
Data Ownership: CRMJetty explicitly states that all data created or stored by customers within their systems is the property of the customer. They make no claim to ownership of any documents, databases, data files, web server content, email content, or any other type of data created, amended, or stored using their systems.
Access Control: CRMJetty provides access to customer data only to individuals nominated by the customer and to their technical team for support purposes. This ensures that data access is tightly controlled and limited to authorized personnel.
Data Portability: Customers can request the return of their data at any time. CRMJetty facilitates the return of data upon request or at the termination of the customer's account. They may charge a small fee for the time spent on returning the data, but they ensure that all customer data is deleted from their systems 30 days after account termination or after the data has been returned.
Flexibility and Scalability:
Modular Approach: CRMJetty's solutions are designed with a modular approach, allowing businesses to start with a basic setup and add functionalities as needed. This ensures that the system can grow with the business without requiring a complete overhaul.
Custom Pricing: CRMJetty provides custom pricing plans based on the specific needs of the business. This allows organizations to scale their usage and costs in line with their growth.
Unlimited Logins and Page Views: CRMJetty offers a scalable cost model with unlimited logins and page views, making it easier for businesses to manage costs as their user base grows.
Low-Code Platform: The low-code platform enables easy workflow setup and customization, allowing businesses to quickly adapt the system to new requirements without extensive development efforts.
Offshore Development: For businesses needing to scale their development resources, CRMJetty offers offshore Salesforce development teams. This provides flexibility to scale up or down based on project demands, ensuring cost-effective and efficient resource management.
Managed Scaling:
Real-Time CRM Integration: CRMJetty ensures real-time data synchronization, which helps maintain up-to-date information across platforms, facilitating smooth scaling operations.
Dynamic Data Widgets: These widgets provide glanceable information on pages, making it easier to manage and scale data presentation as needed.
Role-Based Access: Controlled accessibility with role-based access ensures that as the organization scales, data security and information accuracy are maintained.
Support for Scaling: Dedicated Support: CRMJetty offers various support packages, including inclusive, functional, and tech support, to assist businesses as they scale. This ensures that technical and functional challenges are addressed promptly.
Contract Renewal:
Automatic Renewals: CRMJetty offers both monthly and annual subscription-based products that are subject to automatic renewal unless canceled by the customer. Customers are notified via email before the subscription auto-renews, specifying the amount to be charged and the next renewal date.
Cancellation of Auto-Renewals: Customers can cancel their monthly or annual subscriptions even after five business days of the renewal date. CRMJetty will process a full refund for the last payment if the cancellation request is received within this timeframe.
Notification of Changes: CRMJetty informs customers through email about the release of new updates for purchased products. All updates can be used only as a replacement for an earlier purchased product, not as a separate copy.
Contract Cancellation: Refund Policy: CRMJetty offers a 30-day money-back guarantee for most of their products. If a customer is not satisfied with the product within 30 days of purchase, they are entitled to a full refund. Customization services, however, are non-refundable.
Subscription Cancellation: For subscription-based products, payments are made in advance for the services to be rendered. Customers can cancel the subscription at any point to stop using the services. The support period will expire after the cancellation of the subscription.
Refund Process: To receive a refund, customers must submit a request containing the Transaction ID. The customer is obliged to uninstall the product and terminate all its copies and derivatives before requesting the refund.
License Suspension and Revocation: CRMJetty reserves the right to suspend or revoke the license if the product is used in breach of the terms of use. This includes unauthorized copying, sublicensing, or modifying the source code without approval.
Confidentiality and Data Privacy: Both parties agree not to disclose any confidential information obtained during the agreement. This obligation survives the termination of the agreement.
Additional Terms:
Support Policy: CRMJetty offers 3 months of free support from the purchase date for every extension legally purchased. This includes written consultation for the use and operation of the extension. Additional support may be chargeable depending on the nature of the support requirement.
Service Level Agreement (SLA): Support services are provided via a support ticket system during specified business hours. CRMJetty reserves the right to determine which product to update and when.
ISO Certifications:
ISO 27001: CRMJetty is ISO 27001 certified, which is an international standard for information security management. This certification ensures that CRMJetty has implemented a robust framework for managing sensitive company and customer information, including risk management and data protection measures.
ISO 9001: CRMJetty is also ISO 9001 certified, which is a standard for quality management systems. This certification demonstrates CRMJetty's commitment to providing high-quality products and services that meet customer and regulatory requirements.
Data Security and Privacy Compliance:
Information Technology Act, 2000 (India): CRMJetty complies with the Information Technology Act, 2000, and its amendments, including the Information Technology (Reasonable security practices and procedures and sensitive personal data or information) Rules, 2011. This includes implementing reasonable security practices and procedures to protect sensitive personal data.
GDPR Compliance: CRMJetty ensures compliance with the General Data Protection Regulation (GDPR) for customers in the European Union (EU). This includes measures for data protection, privacy, and the rights of individuals regarding their personal data.
Security Measures:
Software Firewall and HTTPS: CRMJetty uses software firewalls and HTTPS with SHA-256 bit encryption to secure data transmission and protect against unauthorized access.
Cyber Law & Security Compliance: CRMJetty provides cyber law and security compliance training to its team, ensuring that all employees are aware of and adhere to relevant security practices and legal requirements.
API Security: CRMJetty uses secure API calls to transfer data, ensuring that data is protected during transmission. Their products have passed security reviews on respective marketplaces, further validating their security measures.
Additional Security Practices:
Role-Based Access Control: CRMJetty implements role-based access control to ensure that only authorized personnel can access sensitive data. This helps in maintaining data confidentiality and integrity.
Content Security Policies: CRMJetty sets Content-Security-Policy headers to prevent cross-site scripting (XSS) and other code injection attacks. This includes setting headers like X-Content-Type-Options and X-Frame-Options to enhance security.
