DD Portal Core (Basecamp!) | Zero Footprint
Published on
Sep 8, 2016
by
Warwick Eade
“There should be a simple and well-priced offering for the Portal alone”
DD Portal is the foundation of our new customer services strategy.
DD Portal Basecamp edition will come with the features everyone uses at a price point most MSPs can afford. With zero footprint and zero deployment it is the fastest way to get DD Portal up and running. It’s a great place to start.
Well Priced
Pricing starts at $97 per month. Any MSP that wants a great customer portal can now have one.
Variable setup fee
There is a $495 setup fee to get you up and running.
For larger MSPs this setup fee is a feature. They want to be sure that set-up and deployment goes smoothly.
For smaller MSPs this can be a barrier. It can seem like a lot of money upfront.
We have a program where you can earn DD dollars to make the setup fee go away. If you complete our online admin course and checklist before your sign-up the fee is only $195. If you then commit to write us 4 paragraphs about your DD Portal experience, the fee disappears. We'll use it as a case-story on our website and link back to your website, which is a win-win strategy.
There’s other ways to get DD Dollars credit. Expect a post soon.
Large Capacity
DD Portal Core will support up to 3000 contacts on all devices.
Zero Footprint
DD Portal for Web is a fully featured portal that runs on the latest versions of Chrome, Firefox, Safari and Internet Explorer. It is responsive and will run beautifully on smartphones and tablets.
DD Inbox for Android & iPhone let your customers see tickets on the go.
All three DD Portal clients need zero installation from you.
Approvals
Send any request types to the Approval system. Work on the ticket will stop until an approver grants approval. They may deny approval.
System overrides (i.e. auto approval) can be set for both Approvers and VIPs in the system.
Prebuilt Wufoo forms
Having custom forms is great. Setting them up is difficult.
So we have procured the 5 most used form types and bundled them in
New Employee - Short
New Employee - Long
An employee is leaving
New PC
Quote Request
Customer Satisfaction Survey
VIPs
Set contacts as Very Important Persons and send their tickets to special priorities regardless of the request type
Security
Users can log in to the system using a one-time use token emailed to the mailbox
Specifications
Capacity
Up to 3000 contacts
DD Portal client
DD Portal for Web
DD Inbox Android
DD Inbox iPhone
PSA Sync
ConnectWise
Companies, contacts, tickets, notes, boards, members
Autotask
Accounts, contacts, tickets, notes, queues, resources
Deploy and maintain
1 x Free self-paced training course
Online written support (24-hour turnaround)
Security - Login
Token based login through email
Name/Password pair
Password reset in admin console
Force logout
Security Access
Show/Hide boards/Queues to companies/Accounts
Show/Hide opportunity status to companies/Accounts
Show/Hide invoice status to companies/Accounts
Ticket Entry
100 Request types
5 x pre-packaged Wufoo Forms
Attach files
Ticket Lifecycle
Add note (with status change option)
Customer close
Fast Track
Flag for review
Forward/backward timeline
Approvals
Send any/all Request types to Approval system
Approver Auto-Approve (on/off)
VIP Auto-Approve (on/off)
Branding
Master brand
Learning Center – base edition
Assign externally hosted HTML content to companies and contacts
Microsoft Office training
Language
English language
Extra languages (optional)
Admin Console
Custom Request Types
Title & Body Templates
Ticket Settings: Board, Status, Priority, Source, Service Type, Service Sub type, Service Item
Filters
Default On with company/contact exceptions
Default Off with company/contact exceptions
Language
English
Impersonate
Impersonate contacts to test settings
***The new licensing will be released in October and will replace the current licensing. Existing customers can switch to the new licensing at any time****
