SuiteCRM Joomla Customer Portal

SuiteCRM Joomla Customer Portal

Ready-to-integrate CRM portal extension to create a customer portal using your CRM as backend in a secure way.
  • Integrated with SuiteCRM
  • Portal Built-in Joomla
  • Role-based Accessibility
  • Secure Sign-In
  • Generate Mass Credentials
  • Manage CRM Records from Portal
  • Configure Module Layouts
  • Support Tickets
Key Features

SuiteCRM Customer Portal for Joomla

SuiteCRM Joomla Customer Portal is the customer relationship smartness that your organization needs. It brings optimum accessibility for your customers to manage their contacts, accounts, cases and build active engagements with you. Self-care portal based on Joomla is an optimized solution to time and resources for businesses. Its centralized work processing makes your enterprise operations smooth, efficient and error free.

Why Choose SuiteCRM Joomla Customer Portal?

suiteJoomla customer-portal
  • SuiteCRM Joomla Customer Portal renders better customer experience on the web with altered user accessibility.
  • It enables portal users to solve their queries and requests on their own, through a simplified process. SuiteCRM Joomla Customer Portal gives your customers the facility to manage their schedules, cases, meetings and documents.
  • Set a smart and productive customer engagement practice to save your time along with resources.
  • Allow role-based accessibility for portal users on the portal with separate user groups. It centralizes your work in a diversified manner.
  • Create your CRM contacts as portal users and assign them specific user group.

Features for SuiteCRM & Joomla Backend

User Group Based Access

  • Create user groups based on the module access you wish to provide and add CRM contacts in the user-group to grant the assigned access. Admin can create multiple groups and add contacts to them.

Frontend Features for End Users

Secure Sign-In

  • Safe and secure Portal Login for Customers. A new portal user can directly sign-up from the SuiteCRM Joomla Customer Portal. The credentials will be verified to check whether any customer has been registered with same username and email address. If any such portal user does not exist in the system, then a new user will be created in the SuiteCRM Contacts module.

Why SuiteCRM Joomla Customer Portal is the Right Choice for You?

  • CRMJetty creates SuiteCRM Customer Portal for Joomla that extends basic features of SuiteCRM and makes it a complete solution for businesses. Our Self-Service Portal comes with an intuitive user interface, which allows easy navigation and quick processing.
  • We develop and deliver ready-to-use SuiteCRM Joomla Customer Portal. You just require to plug-and-play the portal to start administering their accounts, meetings, cases, notes and documents.
  • Data security is extremely critical to any business. Especially, when dealing with your CRM data, we are talking about your business critical information. SuiteCRM Joomla Customer Portal is not like other plugins. It does not store or fetch any data to our DB. It simply connects your SuiteCRM with Joomla. The data is secure on your servers and Joomla provides the interface to the end users with secure access. And, everything is hosted on your servers. The role of the SuiteCRM Joomla Customer Portal plugin does not add any vulnerabilities whatsoever on your CRM data.
suitejoomla 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 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 SuiteCRM Joomla 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 (Joomla) for installation.
  • Check that your SuiteCRM instance and Joomla is compatible for Portal.
  • You must have a valid License Key provided by CRMJetty
  • If you are installing Portal, make sure that no older version of the plugin is already installed on SuiteCRM or Joomla. If there is any, then you should uninstall that plugin first.
Compatibility
v3.x v7.4. * to v7.10.*
Change Log

Change Log

Version 2.0 : November 15, 2018

Enhancements

  • Give portal access to already created CRM contacts from CRM side.
  • Dynamic access rights for portal user for each module (Add/Delete/Update).
  • CRM Email template support in portal.
  • Minor Bug fixing
Version 1.1.1 : July 21, 2018

Enhancements

  • Security upgrades
  • Bug Fixings and better modular structure
Version 1.1.0 : December 19, 2017

Enhancements

  • Dashboard Layout update
  • FAQ section integration in Joomla admin for connection failure issues
  • Attachments facility in Call and Meetings modules
  • Minor bug fixing and better modular structure
Version 1.0.1 : August 2, 2017

Enhancements

  • Customer rights management improvements
  • Minor bug fixing
Version 1.1.0 (Free) : July 7, 2017

Enhancements

  • Bug fixing
  • Update add case form
Version 1.0.0 (Free) : June 1, 2017
  • SuitePort - SuiteCRM Free Customer Portal for Joomla is Released.
Version 1.0.0 : April 1, 2017
  • SuitePort - SuiteCRM Customer Portal for Joomla is Released.
Customer Reviews

Customer Reviews

(4/5)
  • Boosts Productivity

    It’s act like a centralized system from where all your customers can extract information. It definitely boosts productivity by reducing the time and efforts that is otherwise required to haul out the information from executives and sending it out to relevant employees.

    John (Posted on 15 February 2019)
    Yes, I Recommend This