With Sugar 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 Sugar CRM Customer 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.
Save countless support hours by deploying a self-service customer portal with minimal investment.
This is achieved by integrating the world’s most popular CMS framework, WordPress with the world’s most popular CRM for SMEs, Sugar. Portal leverages the user-friendliness of WordPress and combines it with the flexibility and robustness of Sugar to give you a world class customer portal that is functional, secure, scalable and customizable. By using the customer portal, you will be able to 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 like past quotes and orders easily from our Sugar CRM customer portal. 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 fewer chances of ambiguity and miscommunication.
Features and Benefits
Customer Portal provides you with a feature to manage Sugar 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.View All Features
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.View All Features
Cater to your global customer base seamlessly through our customer portal which supports multiple languages. Eliminate the communication barrier and provide an improved understanding of your products & services.View All Features
Configure Module Layouts
Set Portal Layouts for each accessible module. Customer Portal plugin provides facility to set Portal Layouts for each accessible module in Sugar. You can set layouts for List, Edit & Detail view from Sugar. The same will be displayed in the Portal.View All Features
Single & Secure Sign-in
Attractive Dashboard with Icons
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