FAQ | Frequently Asked Questions


Think of a portal as a flexible way to extend your CRM to non-CRM users in a secure, tightly-controlled way. You decide who sees what portal navigation and records based on their portal-user record in CRM (a portal-user can be set up as a contact or any other built-in or custom entity)

Category: General

Yes! We can give you access to one of our template portals which connects to a sample CRM configured with sample data.

Category: General

You can request a Demo Here or inquire about a specific subscription level on our pricing page here: http://xrm.link/xrmlink-pricing/ We will follow up with you and schedule a meeting with our solutions team.

Category: General

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