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SugarCRM – WordPress Customer Portal

Save Countless Support Hours by Deploying A Self Service Customer Portal with Minimal Investment

When you opt for SugarPort - SugarCRM Customer Portal for WordPress you not only give your customers an alternative way to get fast and hassle-free support but also save valuable support hours. And the best part? You can deploy this portal solution with minimal investment as it integrates and leverages your existing CMS and CRM systems. Which means no headache of organization wide system restructuring or expensive manpower training.

At AppJetty we have achieved this by integrating the world’s most popular CMS framework, WordPress with the world’s most popular CRM for SMEs, SugarCRM. So our portal solution leverages the user friendliness of WordPress and combines it with the flexibility and robustness of SugarCRM to give you a world class customer portal that is functional, secure, scalable and customizable.

Here’s How The Portal Works

Why Opt for SugarCRM-WordPress Customer Portal

  • Bring down operational expenses by empowering customers to seek answers through a well documented knowledge base or place support requests on their own.
  • Allow customers to access all their relevant data. For example, past quotes and orders.
  • With a CRM integrated portal you can provide better customer experience by quickly following up and resolving on all open cases and support requests.
  • Customers can also communicate with admin with the option to comment on their open cases.
  • As the customers place their own request, there are less chances of ambiguity and miscommunication.
  • Customers can update account details on their own including sharing and updating docs.

Why is Our Portal Solution The Right Choice for You?

  • Our portal solution integrates WordPress with SugarCRM. So you don’t have to invest in additional software or infrastructure or training.
  • Our portal solution is also customizable. So depending on your industry and your unique customer requirements we can customize the portal modules and make it work for your business.

Key Product Features

Role based Accessibility

Customer Portal provides you with a feature to manage SugarCRM Modules accessibility for your WordPress Portal users. You can also decide as to the access of which module and rights should be provided to which user by assigning them to a WordPress User Group.

Generate mass credentials

Generate portal credentials for already created CRM contacts and export them into csv file. Convert these contacts to Portal Users by importing them to your WordPress account. An email will be sent to these users with their Portal credentials.

Configure Module Layouts

Set Portal Layouts for each accessible module. Customer Portal plug-in provides facility to set Portal Layouts for each module in SugarCRM. You can set layouts for List, Edit & Detail view from SugarCRM. The same will be displayed in the Portal.

Customize Your Portal

Name the portal, upload a logo, set records to be displayed on a page and set display options like theme colour and calendar module colours.

Choose standalone page template with custom design or set full width page template with header and footer theme.

Customers can also add their profile picture from the Portal.

Single & Secure Sign-in

You can have safe and secure portal login for the customers. It has a single sign-in for default WordPress user account and for portal.

A new user can directly sign-up from the Portal. The credentials will be verified to check whether any customer has been registered with same username and email address before. If no such user exists in the system, then a user will be created in WordPress and SugarCRM Contacts module.

Once signed-up from the Portal, user can directly login to the Portal and can also access his WordPress Account without having to login again.

Access Quotes from Portal

Customers can view Quotes from portal and even download them in PDF format.

Customer can also accept or decline confirmed quotes from the portal from the detail view of the quote record.

Multisite & Multi-domain Support

With multisite support, you can provide access of portal to users of your WordPress multisite. So user of all the domains of your multisite installation can access the portal.

Access Knowledge Base from Portal

Knowledge Base shows all of the articles that are available to your customers. Customers will be able to access knowledge base articles based on their categories or search the articles.

Manage CRM records from Portal

You can add, update or delete records from the portal which gets reflected in SugarCRM. You can also get an ease of access to portal modules with a single pane display. An easy to use interface will help users to add records into the CRM or to display records added from the CRM.

Calendar View of daily activities

Customers can view all their tasks, meetings and calls scheduled for the day, week or the whole month in calendar view. This will help them view all their important activities at one place. They can also schedule all their activities from the calendar itself, no need to navigate to modules to add activities. They just need to select a date and directly add activities in the calendar. Chat Integration

Easily interact with your customers using Live Chat. Integrate Live Chat plugin with SugarCRM and capture the chat transcripts as a new case. You can also relate the Chat Transcript with the concerned contact.

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