Sugar Customer Portal by CRMJetty SugarCRM, Inc.

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.

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Features and Benefits

Role-Based Accessibility

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.

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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.

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Multi-Language Support

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.

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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.

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DETAILS

Sales

Service & Support

Self Service Portal

Version Compatibility

Vendor

Biztech IT Consultancy

Role-Based Accessibility

Generate Mass Credentials

Multi-Language Support

Configure Module Layouts

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.

Single & Secure Sign-in

You can have a safe and secure portal login for the customers. It has a single sign-in for default WordPress user account and for the 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 the same username and email address before. If no such user exists in the system, then a user will be created in WordPress and Sugar Contacts module.

Once signed-up from the Portal, the 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 Sugar backend by the admin. Although, the customer will have the freedom to the view of their dashboard. They can decide what is of their use and set their dashboard view accordingly.

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 a module from the drop down to search from any specific module.

Product Catalog

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.

Generate Proposal

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.

Notifications

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.

Admin 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 Support

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

The customer can access knowledge Base without login.

Calendar View of Daily Activities

Customers can view all their meetings and calls scheduled for the day, week or the whole month in calendar view. This will help them view all their important activities in one place.

Tawk.to Chat Integration

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

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