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Any ready-to-deploy CRM is built with the concept to provide a building block. You add your business logic and it can deliver magical results for your business. Sugar CRM WordPress Customer Portal is a similar building block to host and lay foundation of what could be a game-changer for your business through a self-care portal, a partner portal, a supplier network - you define the use case. Sugar CRM WordPress Customer Portal works as a perfect conjunction between businesses and their end users. Now, that end user could be customers, channel partners, affiliates, suppliers or may even be your employees. Our plugin is built with the concept to create a secure and managed gateway for your business to provide access of your CRM to the end users.
CRMJetty powered Sugar CRM Customer Portal for WordPress takes its functionality, beyond the orthodox features of CRM. We develop portals that expand the overall scope of SugarCRM for the end users and the businesses.
Why Choose Sugar CRM WordPress Customer Portal?
Data security matters to any business - especially an enterprise. Sugar CRM WordPress Customer Portal plugin provides a secure method to provide this access in a secure manner to your customers, suppliers, partners, affiliates, and other required stakeholders.
Sugar CRM WordPress Customer Portal gives a single door interaction point to your customers for all their requests, complaints or queries.
It is a custom solution that has all the tools for businesses to execute an efficient business relationship practice.
It expedites the processing cycle for customer resolutions by providing a customer operable connection system to check and manage their data.
Sugar CRM WordPress Customer Portal replaces emails or call with a transparent and easy-to-track ticketing system.
Ease of use with a simplified interface backed by WordPress user-friendly UX/UI.
Maintain all the accounts along with the documents accessible in all majorly useful formats.
WordPress is an online, open source and feature-rich CMS. It allows you to customize your portal pages as well as add custom look and feel to your portal.
Features for Sugar CRM & WordPress Backend
Role-Based Accessibility
Sugar CRM WordPress Customer Portal has an in-built capacity to ensure that you have the control over the access given, of the specific CRM modules, to the individual portal user. This will allow you to ensure that there is open access to the CRM modules to any set of portal users.
For an enterprise business, we understand the large scale of portal users any SugarCRM instance may have. Therefore, the task of providing and managing the access to the CRM modules must be as easy as click of a button. In order to execute this task, the Admin requires to assign the individual user to assigned set of groups. And, then the Admin can configure the rights shared with the individual groups.
Frontend Features for End Users
Secure Single Sign-in
Built with safety firewalls, Sugar CRM WordPress Customer Portal allows your customers to login safely and securely. It has single sign-in process for WordPress account users to log into the portal.
Direct Sign-up is supported for new users on the portal. Sugar CRM Customer Portal for WordPress verifies new users with their credentials. If a customer already exists in the system with same inputs, then different credentials would be requested from the user.
After signing-up, user can also access the Sugar CRM Customer Portal with their WordPress user account with single sign-in.
Why Sugar CRM WordPress Customer Portal is the Right Choice for You?
CRMJetty crafted Sugar CRM WordPress Customer Portal offers customized solutions that suffice all the needs of your customers at quickest and easiest.
We deliver ready-to-use scalable Sugar CRM WordPress Customer Portal with a user-friendly interface. They connect you with your thousands of customers while feeding them with a rich customer experience. You can also customize the portal as per your industry preferences.
Data security is extremely critical to any business. Especially, when dealing with your CRM data, we are talking about your business critical information. Sugar CRM WordPress Customer Portal is not like other plugins. It does not store any data from your CRM. It simply connects your SugarCRM with WordPress. The data is secure on your servers and WordPress provides the interface to the end users with secure access. And, everything is hosted on your servers. The role of the Sugar CRM WordPress Customer Portal plugin does not add any vulnerabilities whatsoever on your CRM data.
FAQs
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.
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.
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 I have a free trial of your product?
As per our company policy, we can’t provide our tool on a trial basis. But you can have a personalized demo from our product representative to get a better understanding of our product before investing in it. To get the demo, please send your demo request from here or just check out and continue with the buying process as we have a refund policy intact especially put together for these instances.
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.
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.
What to do in the instance of a connection failure in spite of the correct credentials?
Steps to follow in case of connection failure:
Step 1: Check the Customer Portal Plugins related files and make sure that the files have proper file permissions. As per the CRM Installation and upgrade guidelines, we advise you to give 755 recursive file permission to custom and modules directory of your CRM instance.
Step 2: To avoid possible issues for Portal Connectivity, follow these troubleshooting steps for PHP Notices, Warnings, and Errors provided by Sugar CRM:
Yes, our portal supports custom fields. You just need to drag and drop them into your module's layout.
Points To Note
Points To Note
In order for the Sugar CRM 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 SugarCRM instance and WordPress is compatible for Portal.
You must have a valid License Key Provided by CRMJetty
If you are installing Portal, then make sure that no older version of the plugin is already installed on SugarCRM or WordPress. If there is any, then you should uninstall that plugin first.
Give portal access to already created CRM contacts from CRM side
Import Users section in Portal
Version: 2.0.0 (Free) : December 13, 2016
Enhancements
New layout Integration
Version: 2.0.0 : September 30, 2016
Enhancements
Template selection full width and standalone.
Admin can set portal base color according to word-press theme from wp-admin.
WP Admin side option for page selection.
Single sign-in feature.
Minor bug fixing and better modular structure.
Case commenting feature for SugarCRM and Customer Portal.
Knowledge Base & Quotes Module Support in Portal for Sugar Enterprise Edition.
Version: 1.1.3 : January 30, 2016
Enhancements
Now compatible with SugarCRM Enterprise 7.5 and above Version.
Compatible with SugarCRM Ondemand Instance.
Admin can set sugarcrm module's accessibility for Portal users.
WP Admin side option for page selection
Minor bug fixing and better modular structure
Version: 1.1.2 : November 23, 2015
Enhancements
This plugin is now compatible with SugarCRM 7 Version.
Introduced feature to add Panels on Edit and Detail view Portal Layouts.
Introduced feature to set DetailView Portal Layouts as EditView Portal Layout.
Version: 1.1.1 : October 19, 2015
Enhancements
Remove core file changes.
Version: 1.1 : September 4, 2015
SugarPort - SugarCRM Customer Portal for WordPress is Released.
Version: 1.0 (Free) : April 18, 2015
SugarCRM Customer Portal is Released.
Customer Reviews
Customer Reviews
(4.8/5)
Customizable and easy to use
We work with a highly customized Sugar Instance and required portal access to only specific parts of the instance. The guys were so supportive and went above and beyond when we had issues with Wordpress CMS.
Rachel
(Posted on 4 June 2019)
Yes, I Recommend This
A boon for customers
Ever since I have installed this SugarCRM based customer portal for WordPress, I’ve never had to look back. My customers can navigate around their profile and take care of small problems on their own.
Alper
(Posted on 15 February 2019)
Yes, I Recommend This
Highly Recommended Tool
First of all i would like to thanks the team who has given us great support and done the customization as per the requirement, I have gone through other Customer portal available in the market but I am impressed with appjetty portal, its very user friendly and highly recommended tool for those who want to improve customer service.
Jignesh
(Posted on 8 June 2018)
Yes, I Recommend This
A boon for customers
Ever since I have installed this sugarcrm based customer portal for WordPress, I’ve never had to look back. My customers can navigate around their profile and take care of small problems on their own.
Max Ford
(Posted on 17 March 2017)
Yes, I Recommend This
Works great
My customers find SugarCRM based Customer Portal for WordPress extremely easy to use. It provides all the self-support and people find it extremely user-friendly.
Christian Murray
(Posted on 25 January 2017)
Yes, I Recommend This
v3.6.1 to 5.2.4Community Edition 6.5.* to 6.5.26Professional Edition 6.5.* to 9.1.0Enterprise Edition 6.5.* to 9.1.0
