SuiteCRM WordPress Customer Portal

SuiteCRM WordPress Customer Portal

Adopt a ready customer portal solution for your end customers to give them secure access to your SuiteCRM 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

SuiteCRM Customer Portal for WordPress

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

Why Choose SuiteCRM WordPress Customer Portal?

suiteWordpress 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 SuiteCRM & WordPress Backend

Invoice Add-On

Pay Invoices from Portal

Portal Invoice Add-On helps customers to make online payments for pending invoices directly from the portal through invoice module.
It will support all payment options available in WooCommerce.

 

View Payment Transaction History

It will provide admin functionality to view the payment transaction details from their CRM itself. The admin will be able to view details like payment methods, transaction details, transaction dates, status of the transactions, etc.

 

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

  • Extend your CRM advantage:
    Unlike other customer portal options, SuiteCRM Customer Portal for WordPress is built to extend the functionalities of your CRM. It is integrated with SuiteCRM and uses WordPress for customer management.
  • Customizable : anything anytime!
    As it is integrated with SuiteCRM, 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. SuiteCRM WordPress Customer Portal is not like other plugins. It does not store or fetch any data to our database. It simply connects your SuiteCRM 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.
suiteWordpress 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.

  • Can my customers make an invoice payment directly from the portal?

    Yes, your customers can make an invoice payment directly from the portal. But you will have to purchase our portal invoice add-on to enable this feature for your Portal.

  • 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 SuiteCRM 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 SuiteCRM & WordPress Instance is compatible for Portal.
  • You must have a valid License Key Provided by CRMJetty.
  • If you are installing SuiteCRM WordPress Customer Portal then make sure that no older version of the plugin is already installed on SuiteCRM & WordPress. If there is any then you should uninstall that plugin first.
  • Portal Invoice Addon only works when WooCommerce is integrated with your WordPress.
  • Not compatible with wordpress.com platform.
Compatibility
5.4 7.4.* to 7.11
Change Log

Change Log

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/Quotes and Invoices 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 Invoices/Quotes/Contracts
  • 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
  • SuitePort - SuiteCRM Customer Portal for WordPress is Released.
Version: 1.0 (Free) : April 18, 2015
  • SuiteCRM Customer Portal is Released.
Customer Reviews

Customer Reviews

(4.75/5)
  • Very good product in terms of possibilities, quality and price.

    The combination of SuiteCRM and Wordpress has been boon for my company. I have enjoyed working on this product since the first day I have purchased it. Additonally, CRMJetty team has been co-operative with me and my team during the entire process of purchasing, presales and post sales.

    STEVEN MORRIS (Posted on 2 February 2020)
    Yes, I Recommend This
  • Great Option to offer clients a Customer Portal

    SuiteCRM offers great possibilities. With the Wordpress Customer portal Add-On you get the possibility to enhance the CRM with a great and easy to use Customer portal. The CRMJetty Support is really helpful - solved all our issues within hours. I really recommend the Add-On and SuiteCRM. It really helps to give customers access to certain CRM data!

    Armin Mair (Posted on 28 May 2019)
    Yes, I Recommend This
  • Great!

    I opted for the professional package which is absolutely free. I liked the features but they were limited in this one so went for the professional+. Not disappointed and would recommend it without second thoughts!

    Mason (Posted on 20 December 2016)
    Yes, I Recommend This
  • Useful grouping

    The integration leaves enough scope of personalization on your own. My business requires some grouping which the product delivers pretty well. Using it, you can provide access to modules and right to specific WordPress user groupd created by you."

    Liam (Posted on 18 October 2016)
    Yes, I Recommend This
  • Trustworty

    The reason I chose the same company again is because of the goodwill this company has in the personal records of my company. All products in the past had been up to the mark and customer service is commendable.

    Noah (Posted on 16 August 2016)
    Yes, I Recommend This
  • Reduces Burden

    The SuiteCRM wordpress customer portal enhances customer support by providing an informative platform between the company and its customers. The self service portal is extremely helpful in reducing burden on customer service executives.

    kanwal R (Posted on 14 June 2016)
    Yes, I Recommend This
  • Better services

    The SuiteCRM wordpress customer portal enhances customer support by providing an interactive platform between the company and its customers. The knowledge base is extremely helpful in reducing burden on manual customer service executives.

    David Mike (Posted on 11 April 2016)
    Yes, I Recommend This
  • Recommended

    SuitePort had been a smart decision on our part. A new (experienced previously)employee to the company bought it to our notice and it had been exactly what we had always wanted but never came across. Will definitely recommend it to others as well.

    Jason Smith (Posted on 10 February 2016)
    Yes, I Recommend This
  • Save resources

    Earlier I spent a lot of money and man power over providing manual support to every customer. SuiteCRM wordpress customer portal significantly reduces, if not eliminates, the requirement of manual support. So, it saves a lot of efforts which can be diverted to other activities.

    Gabrielle Cappalli (Posted on 8 December 2015)
    Yes, I Recommend This
  • Smart Decision

    SuiteCRM customer portal for Wordpress is a perfect integration product which has all the features I had been looking for. Integrating the two had been one of the significant decisions for my store and it turned out to be a smart one!

    Samuel B (Posted on 6 October 2015)
    Yes, I Recommend This
  • It’s a good product

    My search for a good quality suitecrm wordpress customer portal ended as soon as I bought SuitePort. I like the features and it serves all the purposes mentioned in the manual. Thanks to AppJetty!

    Mostafa M (Posted on 4 August 2015)
    Yes, I Recommend This
  • My customers are happy

    Eversince I installed SuitePort, my customers haven’t stopped praising it. This suitecrm customer portal for wordpress helps you to collect precise customer data as it comes directly from the customers. The scope of errors can be totally avoided.

    Michael Stadnicki (Posted on 2 June 2015)
    Yes, I Recommend This