What Is CRM Customer Portal and How Does It Work?

Reduce operational costs and improve customer satisfaction by empowering customers to get online support, manage appointments, get their complaints addressed & access up-to-date transaction history.


Compelling Benefits, Robust Framework

  • Reliable

Our portal solution is backed by world’s leading systems and frameworks both in the frontend and in the backend resulting in a portal solution you can trust.

  • Integrated

Our world class integration solution ensures granular control over module selection and seamless integration that ensures both the systems (frontend and backend) work as a whole.

  • Intuitive

Our customer portal solutions come with an intuitive user interface effectively supported by features and functionalities that matter to your customers.

Facilitate Streamlined Data & Process Management

Our Customer Portal gives you a feature rich system that facilitate streamlined data and process management for all your customers.

Enhanced Support

  • Empower customers

  • Eliminate redundancy

  • On-demand support

  • Better communication

Customer Interactions

  • Schedule meetings/calls

  • Multiple touch points

  • Timely reminders

  • Appointment calendar

Branding & Customization

  • Modular control

  • Customizable interface

  • Configurable settings

  • Branded layout

User Interface

  • Intuitive interface

  • Attractive dashboard

  • Icon based layout

  • Simple Navigation

Manage CRM Records

  • Add & update records

  • Automatically sync data

  • View updated records

  • Delete expired data

Safe & Secure System

  • Single sign-in for CRM & CMS

  • Customizable user profile

  • User authentication by Email

  • Completely secure environment

Industry Applications

Get flexible technology framework options to create your own customer portal depending on your existing platform or industry. Given below are some possible industry applications.

Offline Retail & Ecommerce


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.

Public and Private Educational Institutions

Education _Customer_1

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.

Banks & Financial Service Providers

Banking _Finance _Customer_1

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 Developers & Marketers

Real Estate _Customer_1

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 & Tour Organizers


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.

CRM Customer Portal

SugarCRM – WordPress Customer Portal

AppJetty’s SugarCRM WordPress customer portal provides a self service customer portal to your customers by integrating WordPress and SugarCRM. As WordPress users, your customers will get a dedicated dashboard in the portal and can update all their data and get access to relevant data of accounts, leads, contacts, meetings, calls, cases, etc from your SugarCRM system.

SugarCRM Drupal Customer Portal

We have combined SugarCRM and Drupal so that you can boost your reach to customers and have a perfect customer management experience. Through our SugarCRM Drupal customer portal, your marketing and support team will be able to support the customers in the best possible way.

SugarCRM Joomla Customer Portal

Joomla, a robust open source CMS and SugarCRM, one of the leading CRMs have been perfectly combined by us to provide you with a perfect customer portal. Drive the uncertainties of your customers away by adding this portal to your store.

SugarPort – Customer Portal for SugarCRM

SugarPort – Customer Portal for SugarCRM is a self service customer portal solution that uses a php based front end framework and SugarCRM as the backend system powering the portal and all its data. As portal users, your customers will get a dedicated dashboard and can get access to and update all relevant data of accounts, leads, contacts, meetings, calls, cases, etc from your SugarCRM system. It will simplify and reduce your task of communicating with your customers through other means.

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