SuiteCRM WordPress Customer Portal

SuiteCRM WordPress Customer Portal
4.9
Rated 4.9 out of 5

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
  • Advance Field Level Configuration
Key Features

SuiteCRM Customer Portal for WordPress

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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?

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Why Choose SuiteCRM WordPress Customer Portal?

Why Choose SuiteCRM WordPress 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

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Features for SuiteCRM & WordPress Backend

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Invoice Add-On

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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.

Pay Invoices from Portal

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.

View Payment Transaction History

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

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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.
Why SuiteCRM WordPress Customer Portal is the Right Choice for You?
FAQs
Case Studies
Points To Note
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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 with 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.
  • If you are using Suite V8, please contact us at sales@crmjetty.com to get the Portal package that is compatible with V8.

Compatibility

4.0 to 6.07.4.* to 8.1
Change Log
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Change Log

Version 4.3.0 : June 6, 2022

Enhancements

  • New UI/UX Enhancement Password
  • Attempts Restriction support on Portal side
  • Performance Improvements
Version 4.2.1 : April 25, 2022

Enhancements

  • SuiteCRM Version-8 compatibility
  • Bug Fixes.
  • Performance Improvements
Version 4.2.0 : December 29, 2021

Enhancements

  • Conditional field management in Portal forms
  • Advanced filter support in the portal
  • Custom menu support in the portal
  • Performance improvements
Version 4.1.0 : September 15, 2021

Enhancements

  • Speed Improvement
  • Minor bug fixing
Version 4.0.0 : February 12, 2021

Enhancements

  • Portal can be accessible with the Account module
  • Minor bug fixing
Version 3.4.0 : September 23, 2020

Enhancements

  • UI/UX Enhancements
  • Minor Bug Fixing
Version 3.3.1 : May 6, 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 5, 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

Enhancements

  • SuitePort – SuiteCRM Customer Portal for WordPress is Released.
Version 1.0 (Free) : April 18, 2015

Enhancements

  • SuiteCRM Customer Portal is Released.
Customer Reviews
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Customer Reviews

Rated 4.9 out of 5
(
4.9
/5)
Rated 5 out of 5

Customizable and easy to use

Great product and service.

Eli
(Posted on
January 20, 2022
)
Yes, I Recommend This
Rated 5 out of 5

5 Stars!

CRMJetty – SuiteCRM Customer Portal is a fabulous addition to SuiteCRM. It is extremely well thought out and offers unlimited customization; which can offer different types of customers very different experiences based on their status within SuiteCRM. The support team for SuiteCRM Customer Portal is exceptional. The ‘one off payment’ for unlimited users offers great value. 5 Stars!

chrisely
(Posted on
January 20, 2022
)
Yes, I Recommend This
Rated 5 out of 5

Quite amazing

“The portal does exactly what it is supposed to do and is a great way to have a good relationship with the customers via SuiteCRM. Even better is the engaged staff who have helped us out on several occassions when we moved location, changed server or server IP and so on. More than once they have reached out to us to check if everything is alright. Quite amazing to be frank.
Daniel, President of EUSL

Danielberma
(Posted on
January 20, 2022
)
Yes, I Recommend This
Rated 5 out of 5

Easy to use

“So a new project for a client meant I needed a Customer Portal that was customisable, could work with a tight integration between Joomla and SuiteCRM, and which allowed me to present information in an easy to use and simple user interface.
The SuiteCRM Customer Portal seemed to answer most of what I needed, but there were a few bits I needed to work differently.
I needed to authenticate users using the SuiteCRM Users rather than the default “”out-of-the-box”” contact credentials,
I needed to alter whether some fields were read-only or editable according to triggers in my SuiteCRM instance,
and I needed to rename some of the modules so that they reflected the naming conventions my client was using.
The team at AppJetty were able to make the necessary modifications and now I have a completely seamless integration and my client is really happy.
My users can log in to SuiteCRM and can link through to the Customer Portal and with some tweaks on my end, the Joomla Portal, or they can log into the Customer Portal (using SuiteCRM credentials) and with my tweaks access the Joomla Portal or click through to SuiteCRM.
Even since deployment, i’ve needed to tweak a few bits and App Jetty were keen to log in remotely and make the updates. Sadly I couldn’t allow this as once in production it contains highly sensitive data which without complex NDA’s and confidentiality agreements I simply could not allow, but as a developer myself I found it incredibly easy to follow and understand the code and with a little guidance from the AppJetty team I was able to make the necessary changes myself.
If you need a Customer Portal for SuiteCRM, this is the one for you. Very well put together and far better than anything else i’ve seen. If you need it to go that little bit further than the out-of-the-box install, AppJetty are very helpful and knowledgeable, I cannot recommend them highly enough!”

mikekilby
(Posted on
January 20, 2022
)
Yes, I Recommend This
Rated 5 out of 5

Absolutely great & professional

This SuiteCRM Add-on is absolutely great and professional. The CRMJetty team is efficient and no effort is spared when you need customization done. I will definitely use them for future projects .

RiaanBez
(Posted on
January 20, 2022
)
Yes, I Recommend This
Rated 5 out of 5

Satisfied Customer

Many thanks to the CRMJetty team. Works very well and worked first time. I had an enhancement request which the CRMJetty team implemented in record time.
Mobile interface from Wordpress to SuiteCRM is also clean and easy to configure.
Software and support service have been excellent.
Well done.

David18
(Posted on
January 19, 2022
)
Yes, I Recommend This
Rated 5 out of 5

Great Customer Service!

Great plugin and fast tech support. Recommended for those who want a simple and functional solution for their employees and clients

Sturkeyev Gave
(Posted on
January 19, 2022
)
Yes, I Recommend This
Rated 5 out of 5

Great product

Great product and support. Thank you.

Mohamed Aziz
(Posted on
January 19, 2022
)
Yes, I Recommend This
Rated 5 out of 5

Most professional Customer Portal

This was the most professional Customer Portal that I’ve tried. Extremely easy to setup and configure. The support is phenomenal as well. 5 stars!!

Tmonrose
(Posted on
January 17, 2022
)
Yes, I Recommend This
Rated 5 out of 5

Easy to use

This SuiteCRM Add-on is absolutely great and professional. The CRMJetty team is efficient and no effort is spared when you need customization .

RiaanBez
(Posted on
November 1, 2020
)
Yes, I Recommend This
Rated 5 out of 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
February 2, 2020
)
Yes, I Recommend This
Rated 5 out of 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
May 28, 2019
)
Yes, I Recommend This
Rated 4 out of 5

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
December 20, 2016
)
Yes, I Recommend This
Rated 5 out of 5

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
October 18, 2016
)
Yes, I Recommend This
Rated 5 out of 5

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
August 16, 2016
)
Yes, I Recommend This
Rated 5 out of 5

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
June 14, 2016
)
Yes, I Recommend This
Rated 4 out of 5

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
April 11, 2016
)
Yes, I Recommend This
Rated 5 out of 5

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
February 10, 2016
)
Yes, I Recommend This
Rated 5 out of 5

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
December 8, 2015
)
Yes, I Recommend This
Rated 5 out of 5

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
October 6, 2015
)
Yes, I Recommend This
Rated 4 out of 5

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
August 4, 2015
)
Yes, I Recommend This
Rated 5 out of 5

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
June 2, 2015
)
Yes, I Recommend This
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