Give your customers the ability to self serve

Customer Portal for SuiteCRM helps your company create and maintain a standalone portal for your customers, enabling them to log in and use your services. Save time, resources, and a lot of back-and-forth communication by empowering customers to self serve in areas approved by your business.

What customers can achieve with the portal

• Raise a service request or support case with your organization
• Keep track of a service request or case until it is closed successfully
• View old service requests and their associated details
• Work on any tasks created by your organization, for example: sending any required compliance documents like driver’s license, government-approved ID, proof of address, passport, etc.
• Upload new documents and/or view documents related to products/services used
• Update profile information at any time
• Advanced search option for all the modules.
• Customer's can save their search as filter and re-use it

Portal - Listview

Portal - Listview Filter

Portal - Editview

Portal - Detailview

Customer Portal Benefits

The Customer Portal integration for SuiteCRM is a value add for customers because it enables them to have better, more meaningful interactions with your organization and the products/services they use. For example, customers can get details about any new products or services being offered and reach out for help as needed. The portal serves as a single place where customers can log in and track all of their support cases or service requests, so they can stay more informed.

• Portal is very fast and light
• Easily configurable by SuiteCRM admin users; you can decide which modules and fields customers can see and configure accordingly
• Quick set up: in less than 5 minutes, Customer Portal can be built and rolled out
• No need to custom build a separate portal by your IT workforce, which reduces cost and improves operational efficiency

Demo URL and credentials:

Portal Demo URL

Username: info@blackant.io Password: demo