Salesforce WordPress Customer Portal Pricing

$4999/year (No Hidden Cost, Unlimited Users, Taxes may apply)*

Professional

  • Installation
  • Unlimited Page Views
  • Unlimited Logins
  • No User-Based Charges*
  • Page Builder
  • Access to Knowledge Base
  • Custom Dashboards
  • All Standard Object Support
  • All Custom Object Support
  • WPML Integration
  • Business Automation
Looking for more?

Looking for more?

No Revenue Sharing

No Revenue Sharing

Live Training

Live Training

Secure & Stable Product

Secure & Stable Product

Lifetime Free Support

Lifetime Free Support

Lifetime Free Updates

Lifetime Free Updates

FAQs

General FAQs

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General FAQs

  • What is customer portal and how is it useful?

    Customer Portal is similar to a Self-Service portal in which they provide an online support channel for customers by allowing them to resolve their queries without contacting a customer service representative. Customer portal enhances the customer relationships by providing them with the information around the clock.

  • How secure CRMJetty's Salesforce WordPress Portal?

    We are not storing data on portal side, we use the default API calls to transfer the data in a secure manner and our product has passed through the AppExchange security review process.

  • What if I want to install on more than one domain or development server?

    On single domain purchase, we allow one live and one development domain. If you would like to use the portal on more than two domains with a single installation, then you need to purchase it for additional domains.

  • What should I do if I have different CRM installations?

    If you are likely to use the extension on domains with separate installation, then you need to purchase another copy of the portal.

  • Do you provide a live demo (on Skype)?

    Yes, you can get a personalized live demonstration from our experts in your time zone and according to your convenience. Click Here for a free demo. We look forward to hear from you.

  • Do you have a refund policy?

    Yes, you can refer our refund policy @https://www.crmjetty.com/refund-policy/.

  • Can I transfer the license to another domain after I purchase it? If yes, are there any charges for the transfer?

    Yes, you can transfer the license. And no, there are no charges for the transfer.

  • Can CRMJetty customize the portal according to my needs?

    Of course! This is what we’re good at! Please get in touch with us at support@crmjetty.com to discuss your specific needs. We would be delighted to hear you.

  • Do you provide installation for the plugin?

    Yes, we do provide free installation service.

  • Is there any limit to grant access to Portal Users?

    No. There is no user restriction for granting portal access.

  • Does your portal store any data on CMS server?

    No. Our product does not store or fetch any kind of data on CMS server. It is secure on your CRM server and our solution just provides interface to the end users with secure access.

  • What do you refer to with "*Taxes may apply"?

    Our Product price is exclusive of any taxes, you may liable to taxes as per your statutory laws. You can get Tax certification from the payment provider post the payment which can be useful to you for further process on the taxed amount.

  • What do you refer to with "*No Hidden cost"?

    Our Product serves flat pricing. No user-based, login based or view-based pricing is associated within. It can be the server cost, only in the case if your accessing userbase is large. To get more visibility over it, do contact our team at sales@crmjetty.com or your assigned executive directly.

  • What do you refer to with "Unlimited Users*"?

    Our Product has no limitations on adding up external users (Portal Users). It can be up to the server capacity how much it can handle efficiently. To get more visibility over it, do contact our team at sales@crmjetty.com or your assigned executive directly.

Technical FAQs

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Technical FAQs

  • Does it support custom modules of CRM?

    Yes, it supports custom modules of CRM with additional efforts. To know more in detail please contact our support team on Skype at support.biztech.

  • Do I need to provide any additional details for adding custom module?

    Yes. You need to provide the FTP and site admin details for both the frameworks (CRM and CMS) along with the list of modules that you want to enable for the portal.

  • What are the details required to make a connection with CRM?

    You just need your CRM instance URL, CRM admin username, and CRM admin password to make a connection. For further details, you can review our user manual guide.

  • Does it only support HTTPS?

    Yes. As per Salesforce Standards, your Portal must have a valid SSL.

Points To Note
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Points To Note

In order for the Salesforce WordPress Customer Portal to be installed accurately, and work as per the described functionality, below requirements must be met.

  • You should be able to login as an Administrator in CRM/CMS (WordPress) for installation.
  • Check that your Salesforce & WordPress Instance is compatible for Portal.
  • You must have a valid License Key Provided by CRMJetty.
  • Your WordPress portal site must have an SSL Certificate.
  • If you are installing Portal then make sure that no older version of the plugin is already installed on Salesforce or WordPress. If there is any then you should uninstall that plugin first.
  • Not compatible with wordpress.com platform.

Compatibility

v5.0 to 5.7.x Enterprise, Unlimited, Developer, Performance, Professional (Note: If API is enabled)

Change Log
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Change Log

Version 5.6.0 : February 9, 2022

Enhancements

  • Minor Bug fixing
  • Optimize Layout sync process
  • Provide an option in the CRM to select a subpanel to show on the portal side.
Version 5.5.0 : June 9, 2021

Enhancements

  • Provided different sections in Field Management for Only Picklist fields.
  • Provided Picklist Options dynamically visibility on the Portal side.
  • Provided dynamic default picklist selection for any picklist fields on the portal side.
  • Provided a multi picklist selection limit for any picklist fields on the portal side.
  • Provided the field’s section switch by drag and drop in layout page.
  • Provided the selected field switch by drag and drop in Layout page.
  • Provided the dynamic sub panel into the portal side.
  • Layout Page conversion to LWC framework.
  • Portal Setting Page conversion to LWC framework.
  • Object Configuration page conversion to LWC framework.
  • Object Access Page conversion to LWC framework.
  • Knowledge base article page conversion to LWC framework.
  • Provided dynamic subpanel in detail page on the portal side.
  • Provided dynamic default picklist selection for any picklist fields on the portal side.
  • Provided a multi picklist selection limit for any picklist fields on the portal side.
Version 5.4.2 : April 7, 2021

Enhancements

  • Panel wise layout setting in Edit/detail view of forms
  • Control to sync the layouts from CRM to Portal
  • Data preserve on up-gradation of the portal plugin
Version 5.4.1 : March 17, 2021

Enhancements

  • WPML addon support with 1.0.0
  • Big fixing and minor structure changes
Version 5.4.0 : January 5, 2021

Enhancements

  • Multi Language support from WordPress side
Version 5.3.0 : December 16, 2020

Enhancements

  • Allow Portal users to Close/Reopen the cases
  • Advanced Form management with conditional logic on fields
Version 5.2.0 : November 25, 2020

Enhancements

  • Portal pages segregation
  • Minor bug fixing
  • Object wise page support
Version 5.1.0 : November 3, 2020

Enhancements

  • Advanced Field Management
  • Advanced Filter support on the portal side
Version 5.0.1 : October 27, 2020

Enhancements

  • Portal compatibility with Person Account
Version 5.0.0 : October 6, 2020

Enhancements

  • Standard & Custom object support with CRUD
  • Custom relationships support
  • Enable Product selection on Opportunity and Order object
  • Minor Bug Fixing
Version 4.0 : August 19, 2020

Enhancements

  • Drag and Drop Exclusive Page Builder
  • Customer Portal Menu Customizer
  • All WordPress Theme Supported
Version 3.3.2 : June 15, 2020

Enhancements

  • Minor Security fixes
Version 3.3.1 : December 3, 2019

Enhancements

  • ReCaptcha support on Portal side
  • Security Upgrades
  • Enabled Log tracking
Version 3.3.0 : August 13, 2019

Enhancements

  • Implemented two factor authentication in Login
  • UI/UX Enhancements
Version 3.2.0 : April 15, 2019

Enhancements

  • Group wise layout setting in CRM.
  • Email verification and user approval flow.
  • Case deflection.
  • Like or dislike solution options.
  • Attachment with add case.
Version 3.1.0 : December 10, 2018

Enhancements

  • API Calls optimizations
  • Dynamic Layout Setting for Registration
  • Bug Fixing
Version 3.0.0 : October 11, 2018

Enhancements

  • Dashboard support in portal with recent activities and charts
  • Addon Support for Knowledgebase articles
  • Calls module Support
  • Attachments Support
  • Email notification to customers and CRM users for activities
  • Customizable Profile layout in CRM
  • Case Solutions Integration
Version 2.1.0 : June 22, 2018

Enhancements

  • Ability to connect live and Sandbox Account in WordPress admin
  • Ability to disable/enable Portal registration to WordPress admin
  • PHP-7 Support
  • Security Bug Fixing
Version 2.0.0 : December 26, 2017

Enhancements

  • Dynamic access rights for portal user for each module (view/add/update/delete)
  • Ability to provide portal access to already created CRM contacts from CRM
  • Contract and Order module support to portal users
  • Ability to search globally from all modules in portal
Version 1.0.0 : June 17, 2017

Enhancements

  • SalesforcePort – Salesforce Customer Portal for WordPress is Released.
Customer Reviews
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Customer Reviews

Rated 5 out of 5
(
5
/5)
Rated 5 out of 5

SalesPort: A Salesforce Customer Portal for WordPress

“SalesPort: A Salesforce Customer Portal for WordPress
SalesPort Customer Portal by AppJetty is highly recommended for anyone wanting to integrate WordPress and Salesforce beyond web-to-lead forms. I have been using SalesPort since September 2018 and find it to be a real gift for anyone seeking substantive WordPress/Salesforce integration without custom development. And, it was a real bonus to experience how committed the AppJetty team is to customer success.
SalesPort enables Salesforce users to host a Portal on their WordPress website where authenticated users (customers, partners, employees) can perform CRUD operations on standard (or custom) salesforce objects such as – Accounts, Attachments, Cases, Contracts and Orders. For custom objects, you must speak with AppJetty representatives. My experience with several Portal customizations was outstanding. AppJetty’s cost were very reasonable and the work was completed within 24-36 hours.
Getting started begins with installing the SalesPort app from the Salesforce AppExchange and the WordPress plugin provided by AppJetty. Users generate security credentials for the WordPress component of the Portal to gain authenticated access to the Salesforce instance.”

Dale Smith
(Posted on
January 20, 2022
)
Yes, I Recommend This
Rated 5 out of 5

Salesport - Customer Portal for Wordpress

“Salesport – Customer Portal for Wordpress
I highly recommend Salesport – A Customer Portal for Wordpress. It has provide us with a very functional Customer Portal allowing our customers to view order and tracking information and communicate with our Customer service team. Self registration as well as mass credential generation has put the deployment and use on a fast track. This is a very functional and cost effective product.”

Barry Hill
(Posted on
January 20, 2022
)
Yes, I Recommend This
Rated 5 out of 5

Cost-effective Customer Portal and customization service.

“Cost-effective Customer Portal and customization service.
I was in need of a Customer Portal and was hunting for a good service that offered a few key features. Integration with Salesforce, flexibility to pull in Salesforce data from custom objects, and a good support team.
CRMJetty/Biztech’s Wordpress-based customer portal handled everything we needed at a highly competitive price. They were able to make the necessary adjustments quickly. I was continually satisfied as I learned more about the customer portal.
I highly recommend this solution for anyone looking to add a Customer Portal and want to work with a professional partner that stays right on top of the project until it is completed.”

Derrick Delliquadri
(Posted on
January 20, 2022
)
Yes, I Recommend This
Rated 5 out of 5

Customizable Wordpress Portal for Salesforce

The AppJetty “Salesport” customer portal provides easy-to-use and customize portal options for Salesforce accounts. We have used the system since its early versions and have seen how the product has grown and expanded its product features and the CRM AppJetty team provides thorough and capable support. Any company who uses Salesforce data to manage customer relationships should look at this app as a way of providing easy to access customer access features.

Scott Precourt
(Posted on
January 19, 2022
)
Yes, I Recommend This
Rated 5 out of 5

A good experience cloud alternative

A good product backed up by a team that have some real expertise with Salesforce.
If you are looking for an alternative to communities, this is a good product.

James Watson
(Posted on
January 19, 2022
)
Yes, I Recommend This
Rated 5 out of 5

The Perfect Customizable Solution at the Right Price for Our Dealer Portal

We needed a way to share information from our Salesforce.com org with our Dealers, but purchasing each of them a full license or setting up Communities was cost-prohibitive. CRMJetty was the perfect solution at the right price, and we got more than we could’ve imagined. The integration with our WordPress site and our Salesforce.com org has been seamless. Our dealers can’t stop saying how easy it is to use! And we’re loving how easy it is to expose Leads, Accounts, Contacts, Opportunities, Cases, Orders, Quotes, etc. CRMJetty has been able to do everything we’ve asked and exceeded our expectations. We couldn’t be happier.

Corrie Holterman
(Posted on
January 19, 2022
)
Yes, I Recommend This
Rated 5 out of 5

Salesport - Customer Portal for Wordpress

I highly recommend Salesport – A Customer Portal for Wordpress. It has provide us with a very functional Customer Portal allowing our customers to view order and tracking information and communicate with our Customer service team

Barry Hill
(Posted on
November 1, 2020
)
Yes, I Recommend This
Rated 5 out of 5

Great customization work

CRMJetty’s Salesforce portal is a great solution for my business. It has made our workflow smoother. During setup, their team was always accessible and great to work with!

THOMAS MARTIN
(Posted on
January 30, 2020
)
Yes, I Recommend This
Rated 5 out of 5

Recommended

SalesPort Customer Portal by AppJetty is highly recommended for anyone wanting to integrate WordPress and Salesforce beyond web-to-lead forms. I have been using SalesPort since September 2018 and find it to be a real gift for anyone seeking substantive WordPress/Salesforce integration without custom development. This is exactly what you want if you intend for customers to use the Portal without investing in a dedicated support team. In summary, SalesPort and AppJetty are essential to my ongoing WordPress/Salesforce integration efforts.

Dale Smith
(Posted on
February 17, 2019
)
Yes, I Recommend This
Rated 5 out of 5

Amazing Customization & User-friendly Tool

We used BizTech’s self-service portal for Salesforce to replace the outdated version that is part of classic Salesforce. My organization has a unique use in Salesforce and needed customization to make the portal function for us. Biztech was very accommodating to our requests for customization and worked with us to smooth out the process. BizTech was great for us to work with and the product is easy to use and functions well.

Scott A Precourt
(Posted on
February 17, 2019
)
Yes, I Recommend This
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