SuitePort - SuiteCRM Employee Portal For WordPress

SuiteCRM WordPress Employee Portal

Our SuiteCRM - WordPress Employee Portal combines two of the most popular open source softwares to give you a world class employee portal solution that fosters better exchange of information between different departments and encourages better business decision making.

Why Use SuiteCRM – WordPress Employee Portal?

Easy Access to Information

All the tasks on the employee portal are updated on a central system. Hence, your employees do not have to depend on others for getting an access to important documents. And easy access to information means, faster completion of tasks and better turnaround time.

Maintain data accuracy

Data accuracy is one of the biggest advantages of an employee portal like this. This is because there is no scope of discrepancies with the data and the portal has all the latest updates and documents. Moreover, your employees do not have to juggle between different versions of files and information.

Encourage Team Collaboration

Our employee portal, customized as per your requirements, will allows different departments to easily access of customer data relevant to their projects and thus get better output and enhanced sales performance.

Key Product Features

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Role based Accessibility

  • Employee portal provides a feature to manage SuiteCRM Modules accessibility for WordPress Portal users. Decide access of which module along with its access rights should be provided to which employee assigning them to a WordPress User Group.

Mass generate 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. 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

  • Name your portal, 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.
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Single & 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 no such employee exists in the system, a new account will be created in WordPress and SuiteCRM Contacts module. Once signed-up from the Portal, the employee can directly login to the portal and can also access his/her WordPress Account without having to login again.

Attractive Dashboard with icons

  • An attractive dashboard with all enabled modules has been designed for quick accessibility. Only those modules which are assigned to the employee by the administrator will be displayed in the portal. Accessibility to different modules for different user groups can be set from the SuiteCRM backend. Set modules displaying recently added records and view them on your portal dashboard.
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Tawk.to Chat Integration

  • Now your employees can easily interact with you using Live Chat. Integrate Twak.to Live Chat plugin with SuiteCRM and capture your chat transcripts as a new case. You can also relate the Chat Transcript with the concerned contact.

Manage CRM records from Portal

  • Add, update or delete records from the portal which will reflect in SuiteCRM. This gives an ease of access to portal modules with a single pane display. An easy to use interface will help users to add records into the CRM or to display records added from the CRM
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Calendar View for daily activities

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

Access Knowledge Base from Portal

  • Knowledge Base shows all of the articles that are available to your employees. Employees will be able to access knowledge base articles based on their categories or search the articles.
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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.

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    Retail

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    Education

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    BFSI

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    Real Estate

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    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.

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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 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.

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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.

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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 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.

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Reviews
(4.85/5)
  • Updated Employees

    This integration has helped my store functioning a lot by improving the work management of my staff. As the employees are constantly updated about everything through the portal the management is improved wonderfully.

    Greg Richardson (Posted on March 23, 2018)
    Yes, I Recommend This
  • Streamlines Information

    The main job of this integration is to streamline updated information within your work circle, among your employees. And it does significantly improve the daily work mechanism of your store. This is a tried and tested review so you can count on it.

    John Powell (Posted on January 19, 2018)
    Yes, I Recommend This
  • Utility Integration

    As you might have Customer portal by now, employee portal is a similar integration to be used by your employees. Just the functions are different and for me personally, it’s as important as having customer portals these days.

    Julian Morales (Posted on November 4, 2017)
    Yes, I Recommend This
  • Recommended

    I haven’t used it for much time now and didn’t use it first-hand but as per the reviews I got from my staff, I will surely recommend it to fellow SuiteCRM users. It will definitely rise up the work spirits of your employees by aiding their efficiency.

    Joseph Ross (Posted on September 20, 2017)
    Yes, I Recommend This
  • Cheers to the team

    Cheers to the AppJetty team for doing such a great job with CRM related products and integrations. I am using quite a few, including this and it has definitely helped my business big time!

    Anthony Sanders (Posted on July 18, 2017)
    Yes, I Recommend This
  • Best of All

    Many similar integrations are available for WordPress but by comparing different products, their features, cost-effectiveness, etc. I found it to be the best my money could buy and I am not disappointed with all the research.

    Max Foster (Posted on May 15, 2017)
    Yes, I Recommend This

Release Notes

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

Documents

Knowledge Bank