Reduce operational costs and improve customer satisfaction by empowering customers to get online support, get their complaints addressed & access up-to-date transaction history.
Save Countless Support Hours by Deploying A Self Service Customer Portal with Minimal Investment
CRMJetty - SuiteCRM Customer Portal for Joomla is a SuiteCRM based portal solution for Joomla that not only gives your customers an alternative way to get fast and hassle-free support but also save valuable support hours. And the best part is that you can deploy this portal solution with minimal investment as it integrates and leverages your existing CMS and CRM systems. Which means no headache of organization wide system restructuring or expensive manpower training.
At CRMJetty we have achieved this by integrating one of the most popular and robust CMS frameworks, Joomla with the world’s most popular CRM for SMEs, SuiteCRM. So our portal solution leverages the popularity and in-built frontend functionalities of Joomla and combines it with the flexibility and robustness of SuiteCRM to give you a world class customer portal that is functional, secure, scalable and customizable.
Why Opt for SuiteCRM-Joomla Customer Portal
- Allow customers to access all their relevant data. For example past service requests placed or documents uploaded.
- Since our portal will be connected with CRM system you can provide better customer experience by following up all open cases and support requests to their logical conclusion.
- Customers can also add their comments on all the open cases and provide their feedback on the resolution process.
- As the customers place their own request, there are less chances of ambiguity and miscommunication.
- Customers can update account details on their own including sharing and updating docs.
Why is Our Portal Solution The Right Choice for You?
- Our portal solution integrates Joomla with SuiteCRM. So you don’t have to invest in additional software or infrastructure or training.
- Our portal solution is also customizable. Depending on your industry and your unique customer requirements we can customize the portal modules and make it work for your business.
- Data security is extremely critical to any business. Especially, when dealing with your CRM data, we are talking about your business critical information. SuiteCRM Joomla Customer Portal is not like other plugins. It does not store or fetch any data to our DB. It simply connects your SuiteCRM with Joomla. The data is secure on your servers and Joomla provides the interface to the end users with secure access. And, everything is hosted on your servers. The role of the SuiteCRM Joomla Customer Portal plugin does not add any vulnerabilities whatsoever on your CRM data.
Key Product Features
User Group Based AccessCreate accessibility-based user groups and add contact to assign specific roles. A user can have access only to the modules that are assigned to them in that specific group. Admin can create multiple groups and add contacts to them.
Create Mass CredentialsAdd your existing CRM contacts and convert them as portal users easily. System will generate credentials of converted contacts. These credentials would be shared with users through emails using which they can log into the system.
Configure Module LayoutsSet Portal Layouts for each accessible module. Customer Portal plug-in provides facility to set Portal Layouts for each module in SuiteCRM. Users can set Layouts for List, Edit, & Detail view from SuiteCRM and the same will be displayed in the Portal.
Customize Your PortalGive your portal a name, upload a Logo, set records to be displayed on a page and set display options like theme color and color for calendar modules. Choose standalone page template with custom design or set full width page template with theme header and footer.
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 user will be created SuiteCRM Contacts module.
Attractive Dashboard with icons
Customers will get an attractive dashboard with all enabled modules for quick accessibility. 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 SuiteCRM backend. Joomla admin can set modules displaying recently added records and allow portal users to view them in their dashboard.
Manage CRM records from PortalCustomers can add, update or delete records from the portal which will automatically reflect in SuiteCRM. They can easily access all the portal modules in one go with a single pane display on the left. An easy to use interface will help users to add records into the CRM or to display records added from the CRM.
Calendar View for daily activitiesUsers can view all their meetings and calls scheduled for the day, week or the whole month in calendar view. This will help users to view all their important activities at one place.
Get flexible technology framework options to create your own portal depending on your existing platform or industry. Given below are some possible industry applications.
Customer centric business processes is one of the key success factors in the retail industry be it offline retail or online retail. With our customer portal you can provide your customers options for order tracking, managing returns, post complains, provide product feedback, access FAQs, access shipping, return and refund policies and whole lot more.
Educational institutions can use our portal to provide better service and grievance redressal system for their students and parents. If you are in the education industry, you can create separate or combined portals for students and parents and provide timely class/exam/fee related updates, manage student/parent queries, fix up appointment for parent meetings, reach out to interested parents, etc.
BFSI is another industry where customer service is a major determinant of business profitability. With our portal solution your customers can get all their grievances addressed much faster, get relevant information for opening various accounts and maintaining them, get all the information about various financial products, track their transaction history, etc.
Real estate industry is heavily dependent on exchange of confidential information with customers. Our portal can be a great way to do this. Create an online hub for all confidential customer documents, provide property development updates, track EMI payments and pending installments, offer discounts and promote promotions schemes – all can be done securely with our Customer Portal solution.
Travel agents and tour operators can manage all communication with their customers easily and securely with our Customer Portal. Manage customer queries during the entire service lifecycle, provide tour itineraries and updates (change in schedule), manage payment details, handle special customer requests, upsell, cross-sell products, etc.
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Analytic Reporting Tool Basic
Dynamic Reports and Interactive Charts.
Powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is for anyone, no need for technical knowledge or SQL. Comes with over a hundred prebuilt reports.