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
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.
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.
SupportPhone Support: + 91-910-674-7559
Support Email: email@example.com
Support Knowledge Base: https://www.crmjetty.com/support.htm
Terms & ConditionsTerms of Service: https://www.crmjetty.com/terms-of-use.htm