SuiteCRM WordPress Customer Portal

SuiteCRM WordPress Customer Portal

Build a solution for your end customers that gives them access to your CRM in secure and managed way. Explore the features and opt for Personalized Demo.
  • Ready To Integrate
  • SuiteCRM as Backend
  • Role-Based Accessibility
  • Single & Secure Sign-in
  • Generate Mass Credentials
  • Access to Quotes, Invoices & Contracts
  • Configure Module Layouts
  • Chat Integration & Support Tickets
Key Features

SuiteCRM Customer Portal for WordPress

One of the most secure ways to build a customer portal is to utilize the secure servers you have already deployed for your CRM. SuiteCRM WordPress Customer Portal extends the current SuiteCRM setup of yours and provides the front-end for your end customers’ access. SuiteCRM WordPress Customer Portal is an interactive customer portal plugin wherein your customers can come and directly submit tickets, access a knowledge base, use chat-based services, create proposals for quotes, and more. CRMJetty’s SuiteCRM WordPress Customer Portal plugin extends the functionality of your SuiteCRM and creates WordPress based customer portal.

Why Choose SuiteCRM WordPress Customer Portal?

suiteWordpress customer-portal
  • A secure method to provide access to your CRM with role-based functionality to your customers, partners, affiliates, suppliers, and other business critical stakeholders.
  • Provide an interactive portal to your end-users to resolve their queries from a well-documented knowledge base and create support tickets on their own.
  • A customer or client space to access important data such as quotes, and more.
  • Create effective operational processes through a ticketing system and CRM integrated customer portal.
  • Provide an alternative channel as to limiting your customers to the emails to interact with you with comment history via the listing of cases.
  • Reduce the possibilities of delayed ticket entry or miscommunication by allowing the customer to place their own request and manage profiles.
  • A customer portal equipped to manage their accounts & services and upload documents.
  • 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 SuiteCRM & WordPress Backend

Role-Based Accessibility

  • SuiteCRM WordPress Customer Portal provides you with a feature to manage SuiteCRM Modules accessibility for your Portal users. You can control the access to specific modules to the specific set of customers. Therefore, the access rights provided to the end users can be based on “need to access basis”.
  • In order to manage the access controls for the 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.

Frontend Features for End Users

Single & Secure 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 SuiteCRM 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 SuiteCRM Contacts module.
  • Once signed-up from SuiteCRM WordPress Customer Portal, the end-user can directly login to the portal and can also access his WordPress Account without having to login again.

User Convenience Frontend Features

Attractive Dashboard

  • Accessibility to different modules for different user groups can be set from the SuiteCRM backend. WordPress admin can set modules displaying recently added records and allow portal users to view them in their dashboard.
  • Customers can view charts for cases and quotes module to know their status.
  • Customers can also search globally from the SuiteCRM WordPress Customer Portal or can select the module from a drop down to search from any specific module.

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?

  • 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 Portal management.
  • 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 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 DB. 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. And, everything is hosted on your servers. The role of the SuiteCRM WordPress Customer Portal plugin does not add any vulnerabilities whatsoever on your CRM data.
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.

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
v4.0 to v5.1.1 7.4.* to 7.11
Change Log

Change Log

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)
  • 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