SuitePort - SuiteCRM Employee Portal for Drupal

SuiteCRM - Drupal Employee Portal

AppJetty’s team of developers has integrated SuiteCRM and Drupal to offer a convenient employee portal for your sales, support and marketing staff. With automated recording and updation of customer data, this portal is the solution for enhanced team productivity and better sales.

Why Use SuiteCRM & Drupal Employee Portal?

Automated Information Management

Your employees will no longer have to flip through files and pages of customer data. They will easily be able to access all the customer information by searching their names and details. Creating and updating customer information will also be possible.

Inter-Department Collaboration

Our Employee Portal will make your CRM data assessible to all the relavant stakeholders in the organization resulting in seamless accessibility to centralized data. This will lead to better collaboration between departments.

Quick turnaround time

Thanks to the portal, all the time and effort spent behind finding and organizing data will go down. Easy access of information results into faster completion of projects and better productivity.

Key Product Features

checkout
 

Set accessible modules for employees

  • Employee portal provides an easy way to make different modules of SuiteCRM accessible to Drupal users resulting in a portal from where your employees can engage with you. Decide access of which module should be provided to which employee by assigning them to a Drupal user group.

Set Drupal Login Credentials

  • Username and password fields are created in contacts module on 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
checkout
 
checkout
 

Configure Module Layouts

  • Employee portal plug-in provides facility to set portal layouts for each module in SuiteCRM. You can set Layouts for List, Edit, & Detail view from SuiteCRM 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.
checkout
 
checkout
 

Secure Sign-in

  • Get safe and secure portal login for employees. A new employee can directly sign-up from the Portal. The credentials will be verified to check whether any employee has been registered with same username and email address. If an employee with that name doesn’t exist in the system, a new account will be created in Drupal and SuiteCRM contacts module.

Attractive Dashboard with icons

  • Employees will get an attractive dashboard with all enabled modules for quick accessibility. They 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 SuiteCRM backend. Drupal admin can set modules displaying recently added records and allow portal users to view them in their dashboard.
checkout
 
checkout
 

Manage CRM records from Portal

  • Employees can add, update or delete records from the portal which will automatically reflect in SuiteCRM. 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

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

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

  •  

    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 employee portal you can provide your sales and support teams, options for order tracking, managing returns, address complains, manage product feedback, provide documentation, manage shipping, return and refund related information 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 which is sales driven for business profitability. With our portal solution your employees can provide follow up on leads for various financial products, schedule meetings/calls and sell more products. For existing customers they can provide grievance redressal much faster and service profitable customers accounts much better.

Get A Quote
Real Estate Developers & Marketers

Real Estate Developers & Marketers

Real estate indstry 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 Employee Portal solution. Your sales team can also followup and nurture more leads in a planned manner.

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 Employee 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 along with reaching out to prospects on individual basis.

Get A Quote

Reviews
(4.8/5)
  • Must Have

    One of the most important parts of a business strategy is to optimally use your resources and work force. The integration portal helps you with both. By enabling your work force to save time and efforts on the streamlining job, you are using their efficiency in a better way.

    Miles Long (Posted on February 15, 2018)
    Yes, I Recommend This
  • Efficient Employees

    It definitely increases the efficiency of my employees by providing them the most updated data on a centralized portal without having to arrange the updated file from co-workers. It also helps them track their daily work and work accordingly.

    Hudson Myers (Posted on December 12, 2017)
    Yes, I Recommend This
  • Great for Support

    It is a great integration for the customer support department of your company. As the employee can get to first hand updated information directly from the portal, they can serve customers better and hence improving the user experience from your store.

    Cooper Price (Posted on October 9, 2017)
    Yes, I Recommend This
  • Recommended

    I will strongly recommend it to businesses having more than 20 employees in the sales, marketing, and customer support team. It enhances productivity to significant levels by letting your employees streamline their daily tasks.

    Christopher Hughes (Posted on August 6, 2017)
    Yes, I Recommend This
  • Enhances Customer Support

    It helps my customer support team to be of help to customers as they can access to customer information easily through the centralized data system facilitated by the integration. Nice product.

    Jonathan Cruz (Posted on June 3, 2017)
    Yes, I Recommend This

Release Notes

Version 1.0.0 : April 1, 2017
  • SuitePort - SuiteCRM Employee Portal for Drupal is Released.

Knowledge Bank