Get an easy access from WP interface. This is what your WP customers will be looking for.
You can manage your WordPress customers better by offering the access to specific customers thus retaining data confidentiality.
You can reduce the effort and time in getting connected with your customers for any module related update as they can themselves update the data, which you can view in SugarCRM instantly.
More useful features for your customers will promote customer loyalty.
Being a proud user of SugarCRM you can now manage your WordPress customers better by integrating SugarCRM and WordPress platforms and connecting your WP users with your SugarCRM system.
This “SugarCRM Customers Portal Pro” plug-in will help your customers to use several SugarCRM modules in their WP interface, which you can define from your admin front. This plug-in can integrate Accounts, Contacts, Leads, Opportunities, Calls, Meetings, Notes, Cases, Documents, Tasks of SugarCRM modules to your WP customer interface for their use.
How It Is Benefitted
It simplifies and reduces your task of communicating with
your WP customers through any other means. Your customers will
be able to update all the above modules on their own.
Set Accessible Modules
Customer Portal PRO provides a feature to manage SugarCRM Module’s accessibility for their WordPress Portal users. You can decide access of which module should be provided to which customer by WordPress User Group module.
Set WP 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
Secure Login
Safe and secure Portal Login for customers.
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. If any such user does not exist in the system then a record will be created in SugarCRM in the Contacts module.
User can retrieve their password with the help of Forget Password Option. There password will be sent to their email address.
Display Customized Modules
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
Manage Your Profile
Easily manage your profile from the Portal. Customers can edit their profile directly from the Portal and all the changes made in the Portal will reflect in the backend automatically.
Different Module Layouts
Set Portal Layouts for each accessible module. Customer Portal Pro 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.