Sugar CRM WordPress Customer Portal

Sugar CRM WordPress Customer Portal

Adopt a ready customer portal solution for your end customers to give them secure access to your SugarCRM for their self-service requirements.
Explore the features and take Personalized Demo with our Portal experts!
  • Secure Access to CRM Data
  • All Default and Custom Modules Supported
  • Robust Ticket Management
  • Advanced Knowledge Base Options
  • Role Based Accessibility
  • Access for Unlimited Customers
  • Flexible & Scalable as per your business needs

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Key Features

SugarCRM Customer Portal for WordPress

SugarCRM WordPress Customer Portal empowers you with a unified interface for your end customers, partners or suppliers. You can deploy this feature packed SugarCRM WordPress Customer Portal solution to enhance the business reach and profitability.

Why Choose SugarCRM WordPress Customer Portal?

sugarWordpress customer-portal
  • To provide an organized communication channel to your customers, partners, vendors
  • To provide a self-serving interface to your business stakeholders
  • To leverage the space for private quotes and personalized or bulk promotions
  • To minimize the delay in resolving critical problems of customers
  • To provide real-time informative updates for better customer engagement
  • To be able to customize the look and functionality as per the business needs

Frontend Features for End Users

Features for SugarCRM & WordPress Backend

Why SugarCRM WordPress Customer Portal is the Right Choice for You?

  • Extend your CRM advantage:
    Unlike other customer portal options, SugarCRM Customer Portal for WordPress is built to extend the functionalities of your CRM. It is integrated with SugarCRM and uses WordPress for customer management.
  • Customizable : anything anytime!
    As it is integrated with SugarCRM, you can customize the features as you require. Or, if you wish to upgrade the front-end of the portal, you can do so using the WordPress admin. So, you can customize as per the industry or any of the unique requirements you may have.
  • Data Security: a priority concern
    Data security is extremely critical to any business. Especially, when dealing with your CRM data, we are talking about your business critical information. SugarCRM WordPress Customer Portal is not like other plugins. It does not store or fetch any data to our database. 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.
  • No Hidden Charges & on-time support
    There are no hidden charges in our portal after the initial purchase. We also provide on time support if you ever face issues, or want to add customizations to it.
sugarWordpress customer-portal
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.

  • Do you have a refund policy?

    Yes, you can refer our refund policy @https://www.crmjetty.com/refund-policy.htm. We stand behind the quality of our extensions with a 30-day money-back guarantee.

  • 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:

    http://support.sugarcrm.com/Knowledge_Base/Troubleshooting/About_PHP_Notices_Warnings_and_Errors/

  • Does it support multisite?

    Yes, it supports multisite WordPress.

  • Does your portal support custom fields?

    Yes, our portal supports custom fields. You just need to drag and drop them into your module's layout.

Case Studies
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.
  • Not compatible with wordpress.com platform.
Compatibility
5.4 6.5.* to 6.5.26 6.5. to 10.0 6.5. to 10.0
Change Log

Change Log

Version 3.4.0 : September 23, 2020

Enhancements

  • UI/UX Enhancements
  • Minor Bug Fixing
Version 3.3.1 : May 06, 2020

Enhancements

  • Minor Bug fixing for the custom module support
Version 3.3.0 : October 23, 2019

Enhancements

  • Default and custom module support
  • Custom relationships support
  • Two-step Authentication
  • User preference paging
Version 3.2.0 : March 28, 2019

Enhancements

  • Role wise layout setting in CRM
  • Email Verification & Google captcha option to prevent spam
  • Case deflection
  • Multi language Support
  • User preferences for dashboard
  • Adding Feedback
  • Mass delete
  • Print and export option for portal users
  • Specific Knowledge Base Visibility for Portal
Version 3.1.0 : January 05, 2019

Enhancements

  • Customer Approval flow integration
  • Ability to add attachment on case creation and in case comments
  • Ability to preview Attachments
  • UI Enhancements
Version 3.0.0 : September 14, 2018

Enhancements

  • Customer Verification flow integration
  • Advance options in CRM for Fields Layout settings like help-text, label change etc.
  • Enable Notifications for Portal Users for each activity
  • Provide subpanels for related modules in Portal
Version 2.5.2 : July 24, 2018

Enhancements

  • Make separate section for Change Password on Portal side
  • Bug Fixings and better modular structure
Version 2.5.1 : May 29, 2018

Enhancements

  • Security Bug Fixing.
Version 2.5.0 : May 19, 2018

Enhancements

  • Quote rejection reason and its history
  • Enable Product Catalogue for portal
  • Portal user can create Proposal from catalogue and CRM user can convert it into Quote
Version 2.4.1 : April 6, 2018

Enhancements

  • Admin can enable/disable portal registration
  • PHP-7 support
Version 2.4.0 : December 5, 2017

Enhancements

  • Dashboard Layout update
  • FAQ section integration in wordpress admin for connection failure issues
  • Attachments facility in Call and Meetings modules
  • Minor bug fixing and better modular structure
Version 2.3.0 : August 2, 2017

Enhancements

  • Quick create record from portal dashboard
  • Ability to search globally from all modules in portal
  • Portal user can view today’s schedule from portal dashboard
  • Ability to view summary of Case and Quotes in chart form in portal
  • CRM knowledge articles can be accessed without login into portal
Version 2.1.0 (Free) : July 7, 2017

Enhancements

  • Bug fixing
  • Update add case form
Version 2.2.0 : June 9, 2017

Enhancements

  • Multisite Support
  • CRM Email template support in portal
  • Ability to add activities directly from portal calendar
  • Ability to download PDF for Quotes
  • Abliity to accept/decline quote from portal
Version: 2.1.0 : April 29, 2017

Enhancements

  • Caption notification in CRM that record is created from portal.
  • Dynamic access rights for portal user for each module (add/delete/update)
  • tawk.to chat plugin integration with portal
  • 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

(4.85/5)
  • Good product &great service.

    Purchasing this product has been extremely beneficial to my company. It has made task easy for my employees and my company.

    Henry Davis (Posted on 3 February 2020)
    Yes, I Recommend This
  • 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