SugarCRM WordPress Customer Portal

SugarCRM WordPress Customer Portal

CRMJetty aims to simplify challenges and scale it for the enterprise. Our plugin hosts your CRM portal using the CRM as Backend.
  • Built for Enterprise
  • Role-based Accessibility
  • Protected Single Sign-in
  • Multiple Site Support
  • Product Catalog Management
  • Receive Sales Proposals
  • In-built Quotation Management
  • Live Chat Integration
Key Features

SugarCRM Customer Portal for WordPress

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. SugarCRM 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. SugarCRM 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 SugarCRM 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 SugarCRM WordPress Customer Portal?

sugarWordpress customer-portal
  • Data security matters to any business - especially an enterprise. SugarCRM 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.
  • SugarCRM 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.
  • SugarCRM 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 SugarCRM & WordPress Backend

Role-Based Accessibility

  • SugarCRM WordPress Customer Portal has an in-built capacity to ensure that you have the control over the access to 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, SugarCRM 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. SugarCRM 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 SugarCRM Customer Portal with their WordPress user account with single sign-in.

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

  • CRMJetty crafted SugarCRM WordPress Customer Portal offers customized solutions that suffice all the needs of your customers at quickest and easiest.
  • We deliver ready-to-use scalable SugarCRM 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. SugarCRM 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 SugarCRM WordPress Customer Portal plugin does not add any vulnerabilities whatsoever on your CRM data.
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 SugarCRM:

    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.

Points To Note

Points To Note

In order for the SugarCRM 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
v3.6.1 to v5.0 Community Edition 6.5. * to 6.5.26 Professional Edition 6.5.* to 8.0 Enterprise Edition 6.5.* to 8.0
Change Log

Change Log

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

(4.75/5)
  • 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