Think of your company powered by CRM technology, designed to perform and easy to use. Deep industry-specific functionality and an interactive interface offer new solutions that enable your business to innovate and stay competitive. Customer relationship management software applies to the system through which companies market, sell, and provide services to customers. CRM should provide customization that meets the needs of the business, whether it is a small, medium or large business organization.

“CustomerPortalPro” is such a platform that allows organizations to quickly and easily create a dedicated SugarCRM Customer Portal that they can access from their WordPress interface, a more secure and efficient way to consume information and interact with processes, applications and other users to meet the requirements of specific industry sectors.

This plugin will help your clients to use various Sugar modules in their WP frontend, which you can define from your admin. You can integrate modules like Accounts, Contacts, Leads, Opportunities, Calls, Meetings, Notes, Cases, Documents, Tasks, etc. to your WP client interface for use.

It will simplify and reduce your task of communicating with your customers by any other means. Your customers will be able to upgrade all the above modules on their own.

Main benefits

• You can decide which module’s access should be provided to all clients from the Sugar side.
• Customers can access the plugin through a username and password.
• In the Edit and Contact Details layout, you can set which fields your end customers can see and use
• To avoid duplicate data entry, email ID, username and passwords are required, also emails and passwords must be unique.
• You can assign roles to a specific user
• The assigned user must be configured in the WP settings.
• Modules assigned to a specific role will be displayed in the portal based on roles.

Industry Specific Benefit

Enabling organizations of any size to capture customer-related information and analyze the data to achieve excellent quality and maximum customer satisfaction. Solutions must be such that they can be precisely tailored to meet exact needs and are highly scalable so they can be expanded as your business expands. Successfully building brand loyalty and maintaining long-lasting customer relationships is important to attracting and retaining customers in the face of increasing competition.

Self-service is the key to engaging consumers today and CRM integrated sites have become an integral part of user interaction with the companies they do business with. They can be employees, customers or partners who want to interact with the organization from anywhere in the world at any time. A portal like this provides a convenient way to post service issues and allows you to stay open for business around the world. 24 x 7 service will allow you to provide a high-quality experience to customers.