The MarketingPilot Web Portal is an ideal solution for sales and marketing organizations
that provide services to clients, branches, outlets, and distribution channels. The Web Portal provides the following functions:
Your Look and Feel The user interface can be customized to include your logo, fonts, design
and branding.
Estimates, Quotes and Invoices
Send clients estimates, quotes and invoices via the Web Portal.
Requests Enable clients to submit requests via the Web Portal. MarketingPilot
provides comprehensive, flexible and easy to use request management.
Calendars Web Portal users can view the marketing calendar and manage activities on the calendar such as meetings, events, trade shows, etc.
Documents Setup Content Libraries to enable Clients to download collateral. Web Portal users can upload and download files, documents and digital assets. MarketingPilot users can share documents and digital assets with Web Portal users.
Routing and Approvals Route documents to Web Portal Users. They can annotate and markup assets and
documents online. MarketingPilot creates an audit trail and provides clear
accountability.
Email Alerts Automatic reminders, alerts and notification keeps all Web Portal users aware of the status of every project and activity.
Security MarketingPilot provides a layered approach to security. Choose
an appropriate level of security depending upon your needs. Web Portal users can only see information that belongs
to them.
CRM Features MarketingPilot CRM features are included in all editions of MarketingPilot AMS and MarketingPilot.
