Blackant Solutions developed Customer Portal for SuiteCRM to help your company create and maintain a standalone portal for 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.
How it can be used
- 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
Customer Portal is a value add for customers because it helps them have better, more meaningful interactions with your organization and the products or services they use. It serves as a single place where customers can log in and track all of their support cases or service requests, or get details about new solutions being offered.
- 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
To learn more about this solution, go to Customer Portal or search for "self-service portal."
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, complete required tasks, keep track of support cases and many other functions.
Reassign Related Records
Reassign Related Records is a SuiteCRM add-on that automatically transfers ownership of all related records when a parent record gets reassigned to another user. New users can take over and more easily communicate with a customer or make decisions based on previous activities.
Visualize and manage your "work in progress" by dragging and dropping your records. Add a Kanban view for any SuiteCRM module. Great for sales pipelines, leads pipeline, account pipeline, support team boards, project management, and more.
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