BSI Portal: Your online customer area with direct access to the CRM.

BSI Portal: Modern technology for online customer portals

A simple self-service portal is expected from insurance companies, retailers, banks, logistics firms and other companies for which customers are central. That's why BSI Portal combines 20 years of CRM experience and the latest Web technology for your customized online customer area with direct access to BSI CRM. Find out why you are three times closer to your customers with the technology from BSI Portal.

Self-Service for customer proximity free of opening times

An online customer area with powerful services is expected from insurance companies and other companies with close customer proximity. Use this expectation to your advantage with BSI Portal:

  • Responsive design (HTML5) for optimal functioning on all devices
  • Direct link to personal data in the BSI CRM
  • Adaptable to the look & feel of your brand and your Web appearance

Seamless service without security gaps

The basis of BSI Portal meets the strictest guidelines. Because we are uncompromising when it comes to privacy and security:

  • Doubly secured login process with SMS identification
  • User and rights administration for different stakeholder groups
  • Own database for enhanced security and operating efficiency
  • Continuous processes with the same technology for the portal and CRM

You define which functions you need

The technology of BSI Portal supplies you with exactly what you need: a complete customer portal or HTML5 components for your websites that are linked to BSI CRM.

Customer portal:

  • Login
  • User administration
  • Address changes
  • Appointments and changes
  • Signups for courses and events
  • Product configuration
  • 360˚ view of CRM data
  • Access to all CRM objects
  • Triggering and tracking of CRM processes
  • Uploading documents
  • Live chat consulting
  • CMS linking
  • Also adaptable to supplier, sales partners and other service providers
  • Reactions to marketing actions

HTML5 components:

  • Login box
  • Trigger CRM processes via the contact form
  • Newsletter administration
  • Charts with CRM statistics
  • REST services for portal functions
  • Building kit for your specific portal applications 

What does your portal look like?

When it comes to your self-service solution, you can count on personal service with BSI. Do not hesitate to contact me for an individual consultation and a customized offer.

Send a request
Samuel Moser Head of Product Development
Send a request +41 56 484 19 20 +41 56 484 19 20

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