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!

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.

why do we use
  • 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.

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.

  • why do we use

    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.

  • why do we use

    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.

  • why do we use

    Role-Based Access

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

  • why do we use

    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.

  • why do we use

    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.

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.

Ease 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.

Why Salesforce Portal

  • cost effective

    Synchronized Solution

    Salesforce WordPress Customer Portal permits an easy and real-time synchronization between the portal and Salesforce CRM.

  • cost effective

    Easy Information Flow

    Salesforce WordPress Customer Portal enables an on-demand, hassle-free exchange of information between CRM and the portal.

  • cost effective

    Enhanced Customer Engagement

    Streamline your user management process with emails and notifications to keep your customer engagement alive and updated.

  • cost effective

    Everything on a Single Dashboard

    No need to keep switching between different interfaces as you can manage every action from a single dashboard.

  • cost effective

    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.

  • cost effective

    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.

Testimonials

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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 ...

    Robbert Morgan
    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 ...

    Robbert Morgan
    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 ...

    Robbert Morgan
    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 ...

    Robbert Morgan
    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 ...

    Robbert Morgan
    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 ...

    Robbert Morgan
    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 ...

    Robbert Morgan
    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 ...

    Robbert Morgan
    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 ...

    Robbert Morgan
    Scott A Precourt Graphics Design and Marketing