Customer Portal for SuiteCRM

$599.00

Customer Portal for SuiteCRM helps you to create and maintain a standalone portal for your customers using which your customers can log in and use the Services of your Organization.

SKU: customer-portal-suitecrm Category: Tags: , , , ,

Description

Customer Portal for SuiteCRM helps you to create and maintain a standalone portal for your customers using which your customers can log in and use the Services of your Organization. The Various Services includes but not limited to the following such as

  • Raise a Service Request/Support Case with your Organization
  • Keep track of the Service Request/Cases until it is closed successfully
  • View old Service Requests and their associated details
  • Ability to work on the tasks that your organization has created (for example, asking the customer to resend any ID or address proof that is required periodically based on KYC – Know Your Customer Compliance Requirements such as a Driving License, Passport or any other Government Approved ID Proofs, etc)
  • Upload a new document, and view documents related to the product you use
  • Option to update customer’s own profile information by themselves

The Benefits of Customer portal:

  • Portal is very fast and light
  • Easily configurable by SuiteCRM admin users – You can decide which modules and fields should the customers see and configure accordingly. In less than 5 minutes, Customer Portal can be built and roll out.
  • Customers can update their profile information whenever they want.
  • This portal is a value add to the customers and enables the customers to have better meaningful interaction with your organization whose products or services are used by them. For example, they can know details about any new products or services being offered, raise a service request for a product or service they are already using, etc.
  • This also serves as a single place where the customers can log in and track all their support cases or service requests they have raised.
  • No need to custom build a separate Portal by your IT workforce. Reduces cost and improves operational efficiency.

Installation:

  1. Login to SuiteCRM as Admin. Navigate to Admin > Module Loader
  2. Download the module zip file from “My Account” and upload the package and click Install

Configurations:

  1. Provide your customer portal URL in the Portal URL through which a customer can log in.
  2. The next step is to decide which modules (related to a Contacts module) need to be visible to the Customers. Usually, Calls, Meetings, Tasks, Documents, Cases, etc are associated with the Contacts module. Out of which the admin can configure which modules need be shown.
  3. We will be sending an email to the customer to set a password when the “Enable portal” checkbox is checked and “Portal Username” is entered in the Contacts module. We will be sending an email to the customer using an email template where the reset link will be added. By default, we create email templates for the Welcome email and Forgot email. Both of them are configured by default. You can modify the default email templates or create your own templates. When you are creating a new template, make sure you use {{password_set_url}} for Welcome email, and {{password_reset_url}} for Forgot email in it. We will be generating a unique URL, replace it with that string and send it to the customer.
  4. Configure the layout based on the Customer groups. Choose what are the modules and fields you want to show to the Customers.
  5. Finally, you have to generate the portal’s front-end package from the “Download portal” tab. You have to enter the Portal URL, Portal name, CRM URL, and License key and submit the request (Refer below image). You will get the download URL in less than 5 minutes.
Customer portal for SuiteCRM - Settings page
Customer portal for SuiteCRM – Settings page
Customer portal for SuiteCRM - Package generation
Customer portal for SuiteCRM – Package generation

Customer Groups:

CRM admin users can able to create multiple groups for Customers (Example: Gold, Premium, Platinum, etc) from Studio (CRM admin end) and assign them to each contact. If no option is selected to a Contact, “Default” will be set.

Customer Portal - Customer groups
Customer Portal – Customer groups

Using these groups, users can able to create a unique view for their customers. By default, the “Customer group” dropdown is empty. You can able to add new values from the Studio (CRM admin end).

Layout Designer:

Customer Portal Layout Configuration - 1
Customer Portal Layout Configuration – 1
Customer Portal Layout Configuration - 2
Customer Portal Layout Configuration – 2

 

In the Layout configuration, you can decide which user groups can do what kind of actions, Create/Edit and Delete. By default, only view mode is available for all selected modules. Make sure, you configure what are the fields to show for each layout.

In the above two images, I have enabled the options to create/edit a record in the Documents module. There is no option to delete the documents from the customer end. If such options are needed, then that needs to be configured using the Layout Configuration.

That can be once again controlled per user group. Meaning, if the Edit option should be provided only for a specific set/group of customers, only those users can be given that option.

Let us assume that initially only the following modules have been configured to be seen in the customer Portal.

  • Calls
  • Meetings
  • Tasks
  • Cases
  • Documents

In the Customer portal configuration, this will be as in the below screen snap.

Customer Portal - Dashboard

If the customer has given the option to create/edit a record in any one of the above modules, they can able to view the form where customer can enter the data and submit.

Customer Portal - Create/Edit view
Customer Portal – Create/Edit view

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