SugarPort - SugarCRM Customer Portal for WordPress

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$799

SugarCRM – WordPress Customer Portal

Appjetty’s SugarCRM WordPress customer portal provides a self service customer portal to your customers by integrating WordPress and SugarCRM. As WordPress users, your customers will get a dedicated dashboard in the portal and can update all their data and get access to relevant data of accounts, contacts, meetings, calls, cases, etc from your SugarCRM system.

Why Use SugarCRM WordPress Customer Portal?

Enhanced Customer Support

The customer portal will keep you notified about your customer’s requirements, issues and appointments in a centralized system, allowing you to provide better customer support.

Better Interaction

The customer portal provides a customer multiple ways of getting in touch with company representatives (calls, meetings, live chat) thus ensuring better interaction with customer.

Self Support Through Knowledge Base

You have the option of creating a knowledge base within the portal which solves their queries instantly without the need for any manual support thus reducing cost and effort spent on providing support.

Key Product Features

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Role based Accessibility

  • Customer Portal provides you with a feature to manage SugarCRM Modules accessibility for your WordPress Portal users. You can also decide as to the access of which module and rights should be provided to which user by assigning them to a WordPress User Group.

Generate mass credentials

  • Generate portal credentials for already created CRM contacts and export them into csv file. Convert these contacts to Portal Users by importing them to your WordPress account. An email will be sent to these users with their Portal credentials.
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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. The same will be displayed in the Portal.

Customize Your Portal

  • Name the portal, upload a logo, set records to be displayed on a page and set display options like theme color and calendar module colors.
  • Choose standalone page template with custom design or set full width page template with header and footer theme.
  • Customers can also add their profile picture from the Portal.
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Single & Secure Sign-in

  • You can have safe and secure portal login for the customers. It has a single sign-in for default WordPress user account and for 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 same username and email address before. If no such user exists in the system, then a user will be created in WordPress and SugarCRM Contacts module.
  • Once signed-up from the Portal, user can directly login to the Portal and can also access his WordPress Account without having to login again.

Attractive Dashboard with icons

  • Customers will get an attractive dashboard with all enabled modules for quick accessibility.
  • Accessibility to different modules for different user groups can be set from the SugarCRM 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. They can also add any record with quick add button.
  • Customers can also search globally from the portal or can select module from drop down to search from any specific module.
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Access Quotes from Portal

  • Customers can view Quotes from portal and even download them in PDF format.
  • Customer can also accept or decline confirmed quotes from the portal from the detail view of the quote record.

Multisite & Multi-domain Support

  • With multisite support, you can provide access of portal to users of your WordPress multisite. So user of all the domains of your multisite installation can access the portal.
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Access Knowledge Base from Portal

  • Knowledge Base shows all of the articles that are available to your customers. Customers will be able to access knowledge base articles based on their categories or search the articles.
  • Customer can access knowledge Base without login.

Calendar View of daily activities

  • Customers can view all their tasks, 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.
  • They can also schedule all their activities from the calendar itself, no need to navigate to modules to add activities. They just need to select a date and directly add activities in the calendar.
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Tawk.to Chat Integration

  • Easily interact with your customers using Live Chat. Integrate tawk.to Live Chat plugin with SugarCRM and capture the chat transcripts as a new case. You can also relate the Chat Transcript with the concerned contact.

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

Pricing

  • Features

  • Disk Space
  • Space
  • Disk Space
  • Space
  • Add/Update/Delete - Modules
  • Case
  • Documents
  • Notes
  • Custom Module Support
  • Read Only - Modules
  • Calls
  • Meetings
  • KnowledgeBase
  • Contracts
  • Invoices
  • Quotes
  • KB Documents **
  • Value Added Features
  • User Registration from Portal
  • Retrieve Password
  • Profile Management
  • Global Template Selection
  • Configure Module Layout
  • Set Module Accessibility
  • Role Management
  • Convert CRM Contacts to Portal Users
  • Tawk.to Chat Integration
  • Single Sign-in
  • Activity Calendar
  • Customize Portal User Registration Mail
  • Recent Records on Dashboard
  • Case Commenting
  • Case Attachments
  • Download Documents
  • Professional

  • FREE

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

  • $799

  • 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.

  •  

    Retail

  •  

    Education

  •  

    BFSI

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    Real Estate

  •  

    Travel

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.

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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.

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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

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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.

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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

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Reviews
(5/5)
  • Easy to Install

    You don’t need to spend days just figuring out credentials for your customers using WordPress portal. Using this product, you can easily do that in bulk and send the credentials to your respective customers in a matter of no time. Really convenient to start with.

    Jane Derman (Posted on March 26, 2018)
    Yes, I Recommend This
  • Good Integration

    It’s a good integration for your WordPress portal users as they can look into various information without directly contacting the company. Moreover, you as an admin reserve all the right as to which modules are to be shown to which groups.

    Sam P (Posted on January 8, 2018)
    Yes, I Recommend This
  • Recommended

    The product is nice and works well for my store’s CRM. You can choose this one if you are looking to deploy similar functions for your store as well. No complaints or regrets for investing in the integration. Recommended to fellow store owners as well.

    Jack Broadbent (Posted on November 26, 2017)
    Yes, I Recommend This
  • Knowledge Base

    The knowledge base feature is really helpful. It’s kind of FAQ’s which lets your customers solve most of their queries without calling out customer executives. Just this knowledge base is much more extensive and useful for the customers.

    Kris R (Posted on September 27, 2017)
    Yes, I Recommend This
  • Increases Engagement

    The portal helps increasing customer engagement with the store management as they get to contact the company by various means including calls, meetings, chats, etc. This definitely comes out as an advantage for the company!

    Vlad D (Posted on July 24, 2017)
    Yes, I Recommend This
  • Nice Idea

    It’s a nicely developed idea which lets you serve your customers better by knowing their requirements and issues first hand using such a portal. You should definitely try it out, won’t regret it.

    Clara ghosh (Posted on May 19, 2017)
    Yes, I Recommend This
  • A boon for customers

    Ever since I have installed this sugarcrm based customer portal for WordPress, I’ve never had to look back. My customers can navigate around their profile and take care of small problems on their own.

    Max Ford (Posted on March 17, 2017)
    Yes, I Recommend This
  • Works great

    My customers find SugarCRM based Customer Portal for WordPress extremely easy to use. It provides all the self-support and people find it extremely user-friendly.

    Christian Murray (Posted on January 25, 2017)
    Yes, I Recommend This

Release Notes

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 and Quotes 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 Quotes
  • 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
  • SugarPort - SugarCRM Customer Portal for WordPress is Released.
Version: 1.0 (Free) : April 18, 2015
  • SugarCRM Customer Portal is Released.

Documents

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 @ https://www.appjetty.com/refund-policy.htm. 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 support@appjetty.com 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 manaul 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. http://support.sugarcrm.com/Knowledge_Base/Troubleshooting/About_PHP_Notices_Warnings_and_Errors/

  • 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.

  • Does it support multisite?

    Yes, it provides support to multisite wordpress.

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

    Our customer portal is compatible with WordPress: From 3.6.1 & Upto 4.8. and with SugarCRM :
    Community Edition: 6.5* to 6.5.25
    Professional Edition: 6.5* to 7.9
    Enterprise Edition: 6.5* to 7.9

Knowledge Bank