Reduce operational costs and improve customer satisfaction by empowering customers to get online support, get their complaints addressed & access up-to-date transaction history.
SugarCRM – WordPress Customer Portal
Save Countless Support Hours by Deploying A Self Service Customer Portal with Minimal Investment
When you opt for CRMJetty - 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 CRMJetty 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.
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.
- WordPress is an online, open source and feature-rich CMS. It allows you to customize your portal pages as well as add custom look and feel to your portal.
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.
- Data security is extremely critical to any business. Especially, when dealing with your CRM data, we are talking about your business-critical information. SugarCRM WordPress Customer Portal is not like other plugins. It does not store or fetch any data to our DB. It simply connects your SugarCRM with WordPress. The data is secure on your servers and WordPress provides the interface to the end users with secure access. And, everything is hosted on your servers. The role of the SugarCRM WordPress Customer Portal plugin does not add any vulnerabilities whatsoever on your CRM data.
Key Product Features
Role based AccessibilityCustomer 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 credentialsGenerate 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 LayoutsSet 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 color and calendar module colors.
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.
Attractive Dashboard with icons
Customers will get an attractive dashboard with all enabled modules for quick accessibility.
Accessibility to different modules for different user groups can be set from the SugarCRM backend. WordPress admin can set modules displaying recently added records and allow portal users to view them in their dashboard.
Customers can view charts for cases and quotes module to know their status. They can also add any record with quick add button.
Customers can also search globally from the portal or can select module from drop down to search from any specific module.
Admin can add products to the portal from CRM along with its details. These products will be visible for portal users in the front end.
Customers will be able to see only the products that have been made “Portal Visible” by the Admin.
User can send proposal by adding products with quantity directly from the portal. They can also search in the catalog and request products that are not enlisted in the portal.
Admin can accept or decline the proposal. They can either accept proposal and convert it into a quote.
Till the time admin does not see the proposal, it will show as “pending” in the status. Portal allows users to edit or delete the proposal when it is pending.
Customers can get updates for latest actions performed with the help of notifications.
Customer will get notified if new record is created, status is changed or any case updates are added by admin.
Customer can also set notification preferences from portal itself.
Customer can also filter the notification list based on type of notification, select specific module or choose any specific duration.
Access Sub-Panel from Portal
Customers portal provide functionality to access related module records from sub-panel.
Customer can set access for sub-panels from dynamics access rights configurations.
You can also add new record or navigate to the detail view from sub-panel itself.
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 SupportWith 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.
Customer can access knowledge Base without login.
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.
Tawk.to Chat IntegrationEasily interact with your customers using Live Chat. Integrate tawk.to 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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