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.

Build Your Own Portal

Complete Drag & Drop Builder

Personalize your Salesforce WordPress Customer Portal by simply dragging and dropping the templates, layouts, and other portal components.

Build Your Own Portal

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.

Build Your Own Portal

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.

Build Your Own Portal

Configure Multi Language

Configure your salesforce client portal in multiple languages. Integrate WPML to ease the translation of wordpress pages into multiple languages.

Build Your Own Portal

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 Portal Your Way
  • 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.

  • 360 Object Management

    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

    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

    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 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

    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.

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Mobile Friendly

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

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

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

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.

Industry Specific Solutions

Education

Education

Simplify your education logistics with a futuristic online Salesforce portal solution to make education easily accessible.

Non-Profit

Non-Profit

Streamline donor management, volunteer management, and other nonprofit operations to make your nonprofit a success.

Real-Estate

Real-Estate

Manage your real-estate brokers and partners centrally to ease your real-estate business logistics.

Insurance

Insurance

Provide your insurers with full clarity, visibility, and transparency to overcome your customers’ skepticism and gain more sales.

  • personalized
  • personalized
  • personalized
  • personalized

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.

Looking for an Alternative CMS?

Go for our Salesforce Customer Portal - a solution with power pack features and Salesforce as a backend. Streamline the operations and scale your business with our custom CMS.

Why Salesforce Portal

Synchronized Solution

Synchronized Solution

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

Easy Information Flow

Easy Information Flow

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

Enhanced Customer Engagement

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

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

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

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

Testimonials
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