CRMJetty

CRMJetty collaborated with Cliftons, an event management company, to provide a robust calendaring system integrated with Microsoft Dynamics 365. The CRMJetty team worked on customizing the system to suit Cliftons' specific needs. They also developed a client portal that allows Cliftons' customers to manage their events online. The project, which kicked off in October 2021, is ongoing and has seen an investment of approximately $25,000 USD. The client anticipates an increase in the yearly spending to around $36,000 USD due to a maintenance agreement.

In their partnership with a leading packaging and printing solutions company, CRMJetty was initially hired to set up the integration between the company's WordPress website and CRM. However, due to CRMJetty's professionalism and expertise, the scope of work expanded. The project was managed using Jira, with each feature documented in a ticket for collaboration on development, testing, and releases. The client primarily worked with two developers and a leader from the CRMJetty team.

CRMJetty was engaged by Lucis Trust, a nonprofit educational institute, to assist with Microsoft Dynamics setup and integrations. The team from CRMJetty, consisting of 2-5 employees, worked on reclassifying a number of member fields, setting up a unique custom grouping system for a membership project, automating a subscription service for a quarterly journal, and integrating all email lists with the Sendgrid email client using API. The collaboration was successful and the client chose CRMJetty for their high ratings and budget-friendly pricing.