SugarPort - SugarCRM Customer Portal for Drupal

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SugarCRM Drupal Customer Portal

We have combined SugarCRM and Drupal so that you can boost your reach to customers and have a perfect customer management experience. Through our SugarCRM Drupal customer portal, your marketing and support team will be able to support the customers in the best possible way.

Why choose SugarCRM Drupal Customer Portal?


Reduce Costs

A self service support portal is a great way to cut costs. Across industries, empowering customers to do stuff on their own without any manual involvement has been a great way to reduce operational expenses..


Easy Access to Data

With our Drupal based front end framework, your customers can get easy access to all their data from the Dynamics CRM powered backend. Our customer portal solution makes your CRM available to customers.


Provide Personalized Experience

You can customize the portal by tracking the habits and utility of your customer base. Once you get an idea about their choices and preferences, you can modify the modules accordingly.

Key Product Features


Set Accessible Modules for Customers

  • Customer Portal provides an easy way to make different modules of SugarCRM accessible to Drupal users resulting into a portal through which the Customers can engage with store owners. Decide as to access of which module should be provided to which user by assigning them to a Drupal User Group.

Set Drupal Login Credentials

  • Username and Password fields are created in contacts module during installation and are added to the record view. You can also set Username and Password field in record view or create view by your own to set these fields in Record layout.

Configure Module Layouts

  • Set Portal Layouts for each accessible module. Customer Portal plug-in provides facility to set Portal Layouts for each module in SugarCRM. You can set Layouts for List, Edit, & Detail view from SugarCRM and the same will be displayed in the Portal.

Customize Your Portal

  • Give your portal a name, upload a Logo, set records to be displayed on a page and set display options like theme color and color for calendar modules. Choose standalone page template with custom design or set full width page template with theme header and footer.

Secure Sign-in

  • It provides safe and secure portal login for customers. A new user can directly sign-up from the portal. The credentials will be verified to see whether any customer has been registered with same username and email address. If any such user does not exist in the system then a user will be created in SugarCRM Contacts module.

Attractive Dashboard with icons

  • Customers will get an attractive dashboard with all modules enabled for quick accessibility. Customers will be displayed only those modules which are assigned to them by the administrator. Accessibility to different modules for different user groups can be set from the SugarCRM backend. Drupal admin can set modules displaying recently added records and allow portal users to view them in their dashboard.

Manage CRM records from Portal

  • Customers can add, update or delete records from the portal which will automatically reflect in SugarCRM. They can easily access all the portal modules in one go with a single pane display on the left. An easy to use interface will help users to add records into the CRM or to display records added from the CRM.

Calendar View for daily activities

  • Customers can view all their meetings and calls scheduled for the day, week or the whole month in calendar view. This will help them view all their important activities at one place.

Extend Your Portal For Channel Partners

Extend Your Portal For Channel Partners

Empower your vendors and channel also with your CRM data by giving them access to selected modules. By helping channel partners to get better access to data, you can help them sell more of your products and services without any additional investment. AppJetty's Partner Portal is a great way to make the CRM data work for your partners while giving you full control over what data you share with them


  • Features

  • Disk Space
  • Space
  • Disk Space
  • Space
  • Add/Update/Delete - Modules
  • Case
  • Documents
  • Notes
  • Custom Module Support
  • Read Only - Modules
  • Calls
  • Meetings
  • Value Added Features
  • User Registration from Portal
  • Retrieve Password
  • Profile Management
  • Global Template Selection
  • Configure Module Layout
  • Set Module Accessibility
  • Activity Calendar
  • Recent Records on Dashboard
  • Case Attachments
  • Professional

  • FREE

  • Print Ready Vector Output
  • Vector Output
  • Print Ready
  • Print Ready Vector Output
  • View upto 5 cases
  • Upto 5 users
  • Professional +

  • $499

  • Print Ready Vector Output
  • Vector Output
  • Print Ready
  • Print Ready Vector Output
  • Price/Per Module

Industry Applications

Get flexible technology framework options to create your own portal depending on your existing platform or industry. Given below are some possible industry applications.








    Real Estate



Offline Retail & Ecommerce

Offline Retail & Ecommerce

Customer centric business processes is one of the key success factors in the retail industry be it offline retail or online retail. With our customer portal you can provide your customers options for order tracking, managing returns, post complains, provide product feedback, access FAQs, access shipping, return and refund policies and whole lot more.

Get A Quote
Public and Private Educational Institutions

Public and Private Educational Institutions

Educational institutions can use our portal to provide better service and grievance redressal system for their students and parents. If you are in the education industry, you can create separate or combined portals for students and parents and provide timely class/exam/fee related updates, manage student/parent queries, fix up appointment for parent meetings, reach out to interested parents, etc.

Get A Quote
Banks & Financial Service Providers

Banks & Financial Service Providers

BFSI is another industry where customer service is a major determinant of business profitability. With our portal solution your customers can get all their grievances addressed much faster, get relevant information for opening various accounts and maintaining them, get all the information about various financial products, track their transaction history, etc

Get A Quote
Real Estate Developers & Marketers

Real Estate Developers & Marketers

Real estate industry is heavily dependent on exchange of confidential information with customers. Our portal can be a great way to do this. Create an online hub for all confidential customer documents, provide property development updates, track EMI payments and pending installments, offer discounts and promote promotions schemes – all can be done securely with our Customer Portal solution.

Get A Quote
Travel Agents & Tour Organizers

Travel Agents & Tour Organizers

Travel agents and tour operators can manage all communication with their customers easily and securely with our Customer Portal. Manage customer queries during the entire service lifecycle, provide tour iteneraries and updates (change in schedule), manage payment details, handle special customer requests, upsell, cross sell products, etc

Get A Quote

  • Fully Customizable

    Customers are more likely to use it because it provides fully customizable features to the customers. They can add their profile pictures as well, among many other options. The modules can be controlled entirely by the store admin.

    Wayne Boyd (Posted on February 3, 2018)
    Yes, I Recommend This
  • Go for it

    If your customers use your WordPress portal, I don’t see any reason why you shouldn’t get this product. I mean, it’s really useful and saves you a lot of time and efforts which you currently spend on customer services.

    Kalen Jordan (Posted on December 25, 2017)
    Yes, I Recommend This
  • Specialty Product

    Integration products are one of the specialities of AppJetty. I am saying this after using AppJetty products for almost 5 years now. Not disappointed with any of them but these integrations are powerful and enhances your store’s capabilities manifold. Strongly Recommended.

    Filipe Guerra (Posted on October 20, 2017)
    Yes, I Recommend This
  • Nice Product

    Not many combinations are found for SugarCRM and Drupal but SugarPort has answered to my woes it seems. The product is developed with utmost care and I don’t think these AppJetty people have missed out on anything important.

    Ken Y (Posted on August 10, 2017)
    Yes, I Recommend This
  • Easy Installation

    I can’t say much about the utility of the product yet as I have just installed it. But the installation was really easy and now looking forward to extract optimal benefits from the integration as well.

    Corinne C (Posted on June 1, 2017)
    Yes, I Recommend This

Release Notes

Version 1.1.0 : December 25, 2017


  • Dashboard Layout update
  • FAQ section integration in Drupal 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


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


  • Bug fixing
  • Update add case form
Version 1.0.0 (Free) : June 1, 2017
  • SugarPort - SugarCRM Free Customer Portal for Drupal is Released.
Version 1.0.0 : April 1, 2017
  • SugarPort - SugarCRM Customer Portal for Drupal is Released.


General FAQ

  • What is customer portal and how it is 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.

  • Does it fit any industry?

    Our “Customer Portal” extension is developed for various industries like Retail, Education, BFSI, Real Estate,Travel

  • Does it require any customization to be used for my industry?

    No, Our portal will fulfill all your basic requirements for any industry.

  • 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 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 live demo (on Skype)?

    Yes, you can get a personal live demo in your time zone by our expert. Our skpye_id is : support.biztech

  • Do you have a refund policy?

    Yes, you can refer our refund policy @ We stand behind the quality of our extensions with a 15 day money back guarantee.

  • May I transfer the license to another domain after I purchase it?

    Yes. We charge a nominal transfer fee.

  • May I have a free trial of your product?

    As per our company policy we are not providing any product on trial basis. Customer will have to check out the product with full payment. As we offer 15-day money back guarantee on all our products. Just in case, you are dissatisfied with your product during the 15 days of the purchase, you can receive a full refund.

  • Can Appjetty customize the portal to suit my needs?

    Of course! This is what we’re good at! Please get in touch with us at to discuss your specific needs. We would be delighted to hear you.

  • Do you provide installation for the plugin?

    Yes, we do provide paid installation service. For this you simply need to check in the box of “Installation” that is there beneath “Your Domain” section.

Technical FAQ

  • I entered the correct license key but it still says "License validation failed...". What to do?

    Our license key works on the site URL entered in the config.php file (this file is available in the root directory). So, if the URL provided to us and the site URL does not match, then the license key validation fails. You can contact us on live chat or generate a ticket to change the URL if required.

  • Does it support custom modules of CRM?

    Yes,it provides custom modules support with extra efforts. You can view details in Buy Now section.

  • For adding custom module does the customer need to provide any details?

    Yes, customers need to provide their FTP and site admin details for both the frameworks(CRM and CMS) along with the list of modules which they want to enable for the portal.

  • What data is required to make connection with CRM?

    You just need your CRM instance URL, CRM admin username and CRM admin password to make connection. For further details, you can review our user manual guide.

  • What would I do if my credentials are correct and despite that I get a connection failure message?

    Make sure that Customer Portal Plugins elated files has proper file permissions. As per the SugarCRM Install and upgrade guideline, we advice you to give 755 recursive file permission to custom and modules directory of your CRM instance.

    To avoid possible issues for Portal Connectivity also follow these Troubleshooting steps for PHP Notices, Warnings, and Errors provided by SugarCRM.

  • What is server requirement for making the portal work?

    Some PHP extensions must be enabled for your server where you are running portal. They are CURL and JSON_ENCODE.

  • My connection was successful, but I am not able to view Portal Login page.

    Please make sure that Clean URL is enabled for your drupal site.

  • Tell me about the versions with which your portal is compatible

    Our customer portal is compatible with Drupal: 7.x and with SugarCRM :
    Community Edition: 6.5* to 6.5.25
    Professional Edition: 6.5* to
    Enterprise Edition: 6.5* to

Knowledge Bank