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

• The CRM default modules that have a relationship with the Contact in the CRM, can be enabled for Portal. The portal will also support the custom relationship between the module and Contact.

Any Custom Module Supported

• Custom modules in the CRM with a relationship with the Contact module can be enabled in the portal. It will support the custom relationship established in the CRM as well.

Access Knowledge Base

• Knowledge Base shows all the articles that are available to your customers. They will be able to access knowledge base articles based on categories or search them.
• Knowledge base is accessible without logging in.

• With the feature of Case Deflection in SugarCRM WordPress Customer Portal, your end users will be able to serve themselves just by typing out their queries.
• Once you enable this feature from the backend, your portal users will be able to search the query first rather than adding a case into the system.
• Case deflection feature will lessen the burden from your support team. Moreover, it will also give you a clearer picture of their productivity by eliminating the need to solve tasks related to repetitive questions.

• Portal Users can create proposals in the portal. They can select products from the catalog, set the quantity and send a proposal to the admin.
• Portal also enables customers to search products. They can request for products that are not enlisted in the catalog.
• Until the admin does not accept the proposal, its status will appear as pending. When the admin sees the proposal, they can either reject it or convert it into a quote.

• SugarCRM WordPress Customer Portal provides a feature to manage SugarCRM Modules accessibility for Portal users based on account or contact relationship. You can restrict the access for specific modules to a specific set of customers. Therefore, the access rights provided to the end users can be on the “need to access” basis.
• In order to manage the access controls for portal users, we have also developed the functionality to assign portal users to a user group. Therefore, the activity of providing rights and overall management of the activity is not extremely tedious to the admin.

• While you setup and host your portal using SugarCRM WordPress Customer Portal plugin, you would have a bulk of end users that need to have login credentials.
• You have these users created, and they exist in your CRM already. All that the Admin needs to do is generate mass credentials in the CRM, pull these records and export them in a CSV file. SugarCRM WordPress Customer Portal gives you the functionality to convert these contacts to portal users by importing the CSV file into your WordPress account. Later, you simply have the option to email these users with their portal credentials.

• Fields and layouts in the modules can be enabled and arranged dynamically to appear in the portal from the backend with less effort. The data entry from the portal to the CRM happens in real time.

• You can name the portal, upload a logo, set number of records to be displayed on the page, etc. You can also configure display options such as theme color and calendar module colors.
• Choose standalone page template with custom design or set full-width page template according to your WordPress theme.
• Additionally, customers can also add their profile picture using SugarCRM WordPress Customer Portal. And these are just the features that come without any developer level customizations.

• You can configure custom modules in the portal backend that are already made in the CRM. Now no need to spend extra just to configure a custom module in the portal.