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.
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
Other add-ons of interest
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.