PortalXpand - A Dynamics 365 Customer Portal

Salesforce WordPress Customer Portal

Adopt a secure and scalable customer portal solution for Salesforce. Get an optimized solution for all your business operations and productivity challenges. Take a demo now!

Pricing

Personalized Demo

Build Your Own Portal
Our Salesforce WordPress Customer Portal is self-configurable and hassle-free to start with. Style your themes, widgets and seamlessly manage your content within minutes using our portal customization features.

Complete Drag & Drop Builder
Personalize your Salesforce WordPress Customer Portal by simply dragging and dropping the templates, layouts, and other portal components.
Configurable Widgets
Avail of the smart, standard design components with custom data binding as a complete dynamic widget. Get your pages ready with fully-configurable widgets in no time.
Embed Portal with WordPress Theme
Salesforce client portal provides you various design functionalities where you can embed your portal with the wordpress theme so that it matches with your website design.
Configure Multi Language
Configure your salesforce client portal in multiple languages. Integrate WPML to ease the translation of wordpress pages into multiple languages.
Smart Search
Allow the customers to run queries before they add new cases through our case deflection and smart search features. This also helps in eliminating repetitive tasks and lessens the team burden.

Complete Drag & Drop Builder
Personalize your Salesforce WordPress Customer Portal by simply dragging and dropping the templates, layouts, and other portal components.
Configurable Widgets
Avail of the smart, standard design components with custom data binding as a complete dynamic widget. Get your pages ready with fully-configurable widgets in no time.
Embed Portal with WordPress Theme
Salesforce client portal provides you various design functionalities where you can embed your portal with the wordpress theme so that it matches with your website design.
Configure Multi Language
Configure your salesforce client portal in multiple languages. Integrate WPML to ease the translation of wordpress pages into multiple languages.
Smart Search
Allow the customers to run queries before they add new cases through our case deflection and smart search features. This also helps in eliminating repetitive tasks and lessens the team burden.

Configure Portal Your Way
Salesforce client portal assures pro-level quality in customers’ management with full compatibility with Salesforce. Configure this customizable solution in real-time as you want to match your business needs.

360 Object Management
Exercise full control over objects in your CRM as well as the portal. You can use all the default objects in your CRM and configure them according to your requirements.
Custom Dashboard
Salesforce client portal lets you customize your dashboard to ease customer navigation. Set quick links to widgets like recent activity, counter block, etc. for any required object.

Role-Based Access

Enhance portal security by assigning roles and permissions to different portal users and grant them access based on these assigned roles.

Configure Active CRM Layout
Configure the active CRM layout to automatically reflect all the changes made in the CRM forms directly on your portal. You can do this simply by activating the Active CRM layout option.
Advance Field Level Configuration
Manage the field labels and tooltips for each and every field. Using this feature you can set whether the fields are required, read only, searchable and so on.

Pricing

Personalized Demo

Configure Portal Your Way

Salesforce client portal assures pro-level quality in customers’ management with full compatibility with Salesforce. Configure this customizable solution in real-time as you want to match your business needs.

360 Object Management
Exercise full control over objects in your CRM as well as the portal. You can use all the default objects in your CRM and configure them according to your requirements.
Custom Dashboard
Salesforce client portal lets you customize your dashboard to ease customer navigation. Set quick links to widgets like recent activity, counter block, etc. for any required object.
Role-Based Access
Enhance portal security by assigning roles and permissions to different portal users and grant them access based on these assigned roles.
Configure Active CRM Layout
Configure the active CRM layout to automatically reflect all the changes made in the CRM forms directly on your portal. You can do this simply by activating the Active CRM layout option.
Advance Field Level Configuration
Manage the field labels and tooltips for each and every field. Using this feature you can set whether the fields are required, read only, searchable and so on.

Pricing

Personalized Demo

Ease of Operations
Salesforce client portal comes with a competitive price and serves the best-in-class quality result in the industry. With the seamless sync between CRM and portal, it allows efficient and centralized management of operations.

Mobile Friendly
Our Salesforce client portal provides a fully responsive and engaging mobile interface that enriches the customer experience by allowing them to access the portal whenever and wherever they want.
Integrate Your Portal Menu with WP Menu
Salesforce wordPress customer portal automatically lets you integrate the main menu of your portal in the default wordpress menu.
Manage Mass User Credentials
Generate credentials for the portal users in bulk, simply by identifying the data from the CRM directly. All of this can be managed in a single click.
Flexible 3rd Party Integrations
Salesforce client portal allows flexible third party integration for a smooth workflow. You can configure the Wpml plugin to enable multiple languages within seconds.

Automate Processes with Salesforce WordPress Customer Portal

Salesforce WordPress Customer Portal empowers you with a flexible solution that can be scaled fully according to your business needs. Establish a constant and productive connection with your customers. Provide secure access of CRM data to your customers and help them simplify their work.

Get a Personalized Demo

Why Salesforce Portal

Synchronized Solution
Salesforce WordPress Customer Portal permits an easy and real-time synchronization between the portal and Salesforce CRM.
Easy Information Flow
Salesforce WordPress Customer Portal enables an on-demand, hassle-free exchange of information between CRM and the portal.
Enhanced Customer Engagement
Streamline your user management process with emails and notifications to keep your customer engagement alive and updated.
Everything on a Single Dashboard
No need to keep switching between different interfaces as you can manage every action from a single dashboard.
Dynamic and Flexible
Flexible page builder with simple, easy-to-use drag and drop dynamic widgets. All this without having to write a single line of code.
Reduce Operational Cost
It is an easy to configure portal where all the entities are managed centrally. This in turn lowers your operational requirements and cost.

Case Studies

Testimonials

Testimonials

I highly recommend Sales port - A Customer Portal for Wordpress. It has provided us with a very functional Customer Portal allowing our customers t ...

Barry Hill Director - Workrite Ergonomics
So a new project for a client meant I needed a Customer Portal that was customisable, could work with a tight integration between Joomla and SuiteC ...

Mike Kilby
SuiteCRM offers great possibilities. With the Wordpress Customer portal Add-On you get the possibility to enhance the CRM with a great and easy to ...

Armin Mair Sales Account Manager - Megabit GmbH
CRMJetty - SuiteCRM Customer Portal is a fabulous addition to SuiteCRM. It is extremely well thought out and offers unlimited customization; which ...

Christine Ely Managing Partner - Sonet Dynamics
AppJetty has been very responsive and attentive to my business needs whenever I reached out to their team. Easy to work with, knowledgeable, overal ...

Andy Thomas Graphics Design and Marketing
I reached out to Biztech to help me set up a WordPress frontend portal for my SuiteCRM instance. Biztech appeared to have the best solution availab ...

Daniel Dahlen CEO - Small Business Sidekick, LLC
We contacted the Biztech team for their expertise with SugarCRM, WordPress, and PHP. They completed a project for us which integrated our CRM to a ...

Tony Karim Aspide Financial - Trading Systems Consultant
SalesPort Customer Portal by CRMJetty is highly recommended for anyone wanting to integrate WordPress and Salesforce beyond web-to-lead forms ...

Dale Smith Director - Operating Security Solutions
AppJetty has been very responsive and attentive to my business needs whenever I reached out to their team. Easy to work with, knowledgeable, overal ...

Scott A Precourt Graphics Design and Marketing

Welcome to CRMJetty

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Salesforce WordPress Customer Portal

Build Your Own PortalOur Salesforce WordPress Customer Portal is self-configurable and hassle-free to start with. Style your themes, widgets and seamlessly manage your content within minutes using our portal customization features.

Complete Drag & Drop Builder

Configurable Widgets

Embed Portal with WordPress Theme

Configure Multi Language

Smart Search

Complete Drag & Drop Builder

Configurable Widgets

Embed Portal with WordPress Theme

Configure Multi Language

Smart Search

Configure Portal Your WaySalesforce client portal assures pro-level quality in customers’ management with full compatibility with Salesforce. Configure this customizable solution in real-time as you want to match your business needs.

360 Object Management

Custom Dashboard

Role-Based Access

Configure Active CRM Layout

Advance Field Level Configuration

Configure Portal Your Way

360 Object Management

Custom Dashboard

Role-Based Access

Configure Active CRM Layout

Advance Field Level Configuration

Ease of OperationsSalesforce client portal comes with a competitive price and serves the best-in-class quality result in the industry. With the seamless sync between CRM and portal, it allows efficient and centralized management of operations.

Mobile Friendly

Integrate Your Portal Menu with WP Menu

Manage Mass User Credentials

Flexible 3rd Party Integrations

Automate Processes with Salesforce WordPress Customer Portal

Why Salesforce Portal

Synchronized Solution

Easy Information Flow

Enhanced Customer Engagement

Everything on a Single Dashboard

Dynamic and Flexible

Reduce Operational Cost

Case Studies

A Custom trading portal for hassle-free trade and portfolio management

Helping a 70 year of manufacturing business take a huge leap towards digitization and dealer management

A custom medical portal to streamline the management of clinics

Testimonials

Testimonials

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Build Your Own Portal
Our Salesforce WordPress Customer Portal is self-configurable and hassle-free to start with. Style your themes, widgets and seamlessly manage your content within minutes using our portal customization features.

Configure Portal Your Way
Salesforce client portal assures pro-level quality in customers’ management with full compatibility with Salesforce. Configure this customizable solution in real-time as you want to match your business needs.

Ease of Operations
Salesforce client portal comes with a competitive price and serves the best-in-class quality result in the industry. With the seamless sync between CRM and portal, it allows efficient and centralized management of operations.