CRMJetty Portal - An Alternative to SugarCRM’s Self-Service Portal

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Presentation Description

This blog gives a brief overview of how CRMJetty’s Sugar portal makes for a competitive alternative to Sugar’s in-house portal.

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Presentation Transcript

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CRMJetty Portal - An Alternative to SugarCRM’s Self-Service Portal SugarCRM is a leading customer relationship management software which can also be used to interact with customers as well. SugarCRM’s self-service portal enables businesses to provide their customers swift and efective service with all the basic features. In case you are looking for a SugarCRM Portal Alternative then here’s a quick feature and price comparison of SugarCRM portal with CRMJetty’s Customer Portal. Features SugarCRM Portal CRMJetty Customer Portal Layout Module ✔ ✔ Theme Settings ✔ ✔ Logo Confguration ✔ ✔ Case Defection ❌ ✔ Email Template Management ❌ ✔

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Dashboard Preferences ❌ ✔ Auto Delete Notifcation Period ❌ ✔ Notifcation Preferences ❌ ✔ Mass Credentials Generation ❌ ✔ Role-based Accessibility Mgmt ❌ ✔ SugarCRM’s portal comes with features that are mainly from the CRM side whereas CRMJetty portal’s features are bifurcated into CRM based and WordPress based. There are some very good WordPress features that can enhance a portal’s ability to serve your customers like:  Single sign in  Email verifcation fow  Approval fow  Import/export portal users  ReCaptcha  Module reordering You can take advantage of those features with CRMJetty SugarCRM WordPress customer portal. Other CRMJetty Customer Portal Remarkable Features:  Chat Box Integration: This feature enables easy communication with customers so your support staf can solve their queries as soon as they contact you.  Other Resource Management Features: CRMJetty Portal also provides Quotation management Product catalog management Proposal management as well as Sub-Panel Accessibility. Natively added features can be easier to manage and use because of the deeper integration as opposed to using various extensions for diferent features. It can be time consuming and prone to errors. Some of the additional features that are in CRMJetty’s Sugar portal are very nifty little tools. They add convenience and ease to your workfow.

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As compared to SugarCRM’s in-house portal CRMJetty’s portal gives more features in number as well as in quality. It throws in features for password management and selection and deletion of multiple records calendar etc. which enhances your business efciency. If you are looking to have a smooth workfow and spending less time fguring out how to use your tools you should check out our SugarCRM portal here. If you have any questions regarding it or have any customization requests you can also contact us here. View Source: https://www.crmjetty.com/blog/alternative-to-sugarcrm-portal/

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