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Explore MoreSugar 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
- Advance Field Level Management
SugarCRM Customer Portal for WordPress
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?
Why Choose SugarCRM WordPress Customer Portal?
- To provide an organized communication channel to your customers, partners, and 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
Secure Single Sign-in
- You can have safe and secure portal login for the customers. It has a single sign-in for the default WordPress user account and for your SugarCRM WordPress Customer Portal.
- A new user can directly sign-up from the portal. The credentials will be verified to check whether any customer has been registered with the same username and email address before. If no such user exists in the system, then a new user will be created in WordPress and SugarCRM Contacts module.
- Once signed-up from SugarCRM WordPress Customer Portal, the end-user can directly login to the portal and can also access his WordPress Account without having to login again.
All Default Modules Supported
- The CRM default modules that have a relationship with the Contact in the CRM, can be enabled for Portal. The portal will also support the custom relationship between the module and Contact.
Any Custom Module Supported
- Custom modules in the CRM with a relationship with the Contact module can be enabled in the portal. It will support the custom relationship established in the CRM as well.
Access Knowledge Base
- Knowledge Base shows all the articles that are available to your customers. They will be able to access knowledge base articles based on categories or search them.
- Knowledge base is accessible without logging in.
Case Deflection
- With the feature of Case Deflection in SugarCRM WordPress Customer Portal, your end users will be able to serve themselves just by typing out their queries.
- Once you enable this feature from the backend, your portal users will be able to search the query first rather than adding a case into the system.
- Case deflection feature will lessen the burden from your support team. Moreover, it will also give you a clearer picture of their productivity by eliminating the need to solve tasks related to repetitive questions.
Generate Proposals
- Portal Users can create proposals in the portal. They can select products from the catalog, set the quantity and send a proposal to the admin.
- Portal also enables customers to search products. They can request for products that are not enlisted in the catalog.
- Until the admin does not accept the proposal, its status will appear as pending. When the admin sees the proposal, they can either reject it or convert it into a quote.
Attractive Dashboard
- Accessibility to different modules for different user groups can be set from the SugarCRM backend. Customers can set preferences about the modules they want on the dashboard.
- Customers can view charts for cases and quotes module to know their status.
- Customers can also search globally from the SugarCRM WordPress Customer Portal or can select the module from a drop down to search from any specific module.
Product Catalog
- Admin can select products from the CRM and make them visible in the portal.
- These products will be visible to the product users in the frontend along with its details.
Calendar View for Modules
- You can view and manage Calls, Meetings and Tasks directly in the Calendar of the portal.
Access Related Panels
- You can see panels that are related to each module with it, rather than switching between modules, to get an overview.
Real-time Notifications
- Customers can get updates for the latest actions performed with the help of notifications.
- Customers will get notified if a new record is created, status is changed or any comments/attachments are added by admin.
- Customers can set notification preferences from the portal itself.
- Customers can filter the notification list based on type of notification, select specific modules or choose any specific duration.
Multi-Language Support
- Having a global customer base is not a new thing anymore. Serving your customers in their known languages adds to customer satisfaction.
- In our latest updates, we have added multi-language support across the SugarCRM WordPress customer portal to help you serve your customers better.
- You can select the languages and add messages in a specific language from the backend which will be reflected on the portal, providing a better experience to your customers.
Features for SugarCRM & WordPress Backend
Role-Based Accessibility
- SugarCRM WordPress Customer Portal provides a feature to manage SugarCRM Modules accessibility for portal users based on account or contact relationship. You can restrict the access for specific modules to a specific set of customers. Therefore, the access rights provided to the end users can be on the “need to access” basis.
- In order to manage the access controls for portal users, we have also developed the functionality to assign portal users to a user group. Therefore, the activity of providing rights and overall management of the activity is not extremely tedious to the admin.
Generate Mass Credentials
- While you setup and host your portal using SugarCRM WordPress Customer Portal plugin, you would have a bulk of end users that need to have login credentials.
- You have these users created, and they exist in your CRM already. All that the admin needs to do is generate mass credentials in the CRM, pull these records and export them in a CSV file. SugarCRM WordPress Customer Portal gives you the functionality to convert these contacts to portal users by importing the CSV file into your WordPress account. Later, you simply have the option to email these users with their portal credentials.
Map Fields and Layouts Dynamically
- Fields and layouts in the modules can be enabled and arranged dynamically to appear in the portal from the backend with less effort. The data entry from the portal to the CRM happens in real time.
Advanced Field Management
- Manage each and every field’s attributes and get to set conditions for field visibility on the frontend.
WordPress Back End Configurations
- You can name the portal, upload a logo, set the number of records to be displayed on the page, etc. You can also configure display options such as theme color and calendar module colors.
- Choose a standalone page template with custom design or set a full-width page template according to your WordPress theme.
- Additionally, customers can also add their profile picture using SugarCRM WordPress Customer Portal. And these are just the features that come without any developer level customizations.
Why SugarCRM WordPress Customer Portal is the Right Choice for You?
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.
General FAQs
General FAQs
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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.
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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.
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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.
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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.
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Do you have a refund policy?
Yes, you can refer our refund policy @https://www.crmjetty.com/refund-policy/. We stand behind the quality of our extensions with a 30-day money-back guarantee.
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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.
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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.
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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 [email protected] to discuss your specific needs. We would be delighted to hear you.
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Do you provide installation for the plugin?
Yes, we do provide free installation service.
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Is there any limit to grant access to Portal Users?
No. There is no user restriction for granting portal access.
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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.
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What do you refer to with "*Taxes may apply"?
Our Product price is exclusive of any taxes, you may liable to taxes as per your statutory laws. You can get Tax certification from the payment provider post the payment which can be useful to you for further process on the taxed amount.
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What do you refer to with "*No Hidden cost"?
Our Product serves flat pricing. No user-based, login based or view-based pricing is associated within. It can be the server cost, only in the case if your accessing userbase is large. To get more visibility over it, do contact our team at [email protected] or your assigned executive directly.
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What do you refer to with "Unlimited Users*"?
Our Product has no limitations on adding up external users (Portal Users). It can be up to the server capacity how much it can handle efficiently. To get more visibility over it, do contact our team at [email protected] or your assigned executive directly.
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What do you provide in free updates?
We provide free updates including Bug Fixes, feature updates (on the same priced version and non-customized version of product purchase). connect to our support team to check for your eligibility.
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What is the free update period?
The Free update period for onetime licensed Products are upto 1 year on same priced version updates. And for Subscription based products, we provide free updates until the any upgrade is launched. We suggest to reach us to know about our latest update and upgrade releases.
Technical FAQs
Technical FAQs
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Does it support custom modules of CRM?
Yes, it supports custom modules of CRM having Contact to a module, 1 to N relationship.
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Do I need to provide any additional details to add a custom module?
No. You can enable/disable any object from CRM itself.
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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.
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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.
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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
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 are compatible for the portal.
- You must have a valid license key provided by CRMJetty
- If you are installing a portal, make sure that no older version of the plugin is already installed on SugarCRM or WordPress. If there is any, you should uninstall that plugin first.
- Not compatible with wordpress.com platform.
Compatibility
Change Log
Enhancements
- SugarCRM 13 Compatibility
Enhancements
- SugarCRM 12.0 Compatibility
- Minor Bug Fixing
Enhancements
- Conditional field management in Portal forms
- Advanced filter support in the portal
- Custom menu support in the portal
- Performance improvements
Enhancements
- SugarCRM 11.2 Compatibility
Enhancements
- Speed Improvement
- Minor Bug Fixing
Enhancements
- Portal can be accessible with the Account module
- Minor Bug Fixing
Enhancements
- UI/UX Enhancements
- Minor Bug Fixing
Enhancements
- Minor Bug fixing for the custom module support
Enhancements
- Default and custom module support
- Custom relationships support
- Two-step Authentication
- User preference paging
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
Enhancements
- Customer Approval flow integration
- Ability to add attachment on case creation and in case comments
- Ability to preview Attachments
- UI Enhancements
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
Enhancements
- Make separate section for Change Password on Portal side
- Bug Fixings and better modular structure
Enhancements
- Security Bug Fixing.
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
Enhancements
- Admin can enable/disable portal registration
- PHP-7 support
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
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
Enhancements
- Bug fixing
- Update add case form
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
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
Enhancements
- New layout Integration
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.
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
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.
Enhancements
- Remove core file changes.
Enhancements
- SugarPort – SugarCRM Customer Portal for WordPress is Released.
Enhancements
- SugarCRM Customer Portal is Released.
Customer Reviews
Extremely Well
Extremely Well
Using the Customer Portal has been extremely well received by our customers, and further enhances our ability to automate processes using SugarCRM. From the first contact with AppJetty we have received outstanding support. To be able to use the Customer Portal within our company, we needed a few customizations which were handled as change requests with AppJetty. They have been very responsive, and delivered everything at the promised time. I highly recommend both the CRMJetty Customer portal and the excellent staff behind the product.
Grate Customer Portal solution
Grate Customer Portal solution
Great Customer Portal for getting insights on leads and customers. Excellent tech support as well!
Good product & great service.
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.
Customizable and easy to use
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.
A boon for customers
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.
Highly Recommended Tool
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.
A boon for customers
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.
Works great
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.
90 Days
Free Support
30 Days
Money Back