SuiteCRM is a customization boon. You get to set up your CRM as you want it. This includes things that your business flow needs.
Apart from these customizations, if you want a way to connect with your customers, adding a SuiteCRM WordPress customer portal can do the trick. However, it can often get overwhelming to know what features are must-haves in the portal and how much flexibility you need to manipulate those features easily. Some features are classic must-haves and others you build on top of the ones that SuiteCRM provides. Let’s take a look.
Custom relationship
SuiteCRM provides two kinds of relationships. One is one-to-one and the other one is the one-to-many relationship. If you integrate a portal, it is possible that you would have to configure it to work for the relationship settings that you have in place. But some portals can be dynamic in terms of code. No matter what relationship you have established in terms of your contacts, the portal should be able to handle it. The advantage here is that you won’t have to configure the portal especially to reflect this.
Custom module support
SuiteCRM provides a bunch of modules. But you may want to add more depending on your business logic. However, wouldn’t it be convenient if you could handle the configuration of this on the portal side as well?
Certain SuiteCRM customer portals come with all the modules that SuiteCRM provides. You can enable or disable them according to your business logic. You don’t have to go through any special configuration to view the module you actually need to see in your portal. A simple toggle can give you all the modules you need.
This makes your update cycles fast and your customers can get your new modules quicker.
Dynamic user accessibility
Once you configure all your modules in the portal, the next thing you would want is to provide access of these modules to the users. For that, it is imperative that your portal has the functionality that allows you to dynamically provide access to different types of users. Even for the custom modules added in the portal, you need this functionality.
This feature allows you to securely share data with only necessary people. It also builds a sense of trust among your customers.
Lastly,
These features are a must-have for when you want to get things done without special configuration cycles. They enhance a regular SuiteCRM customer portal and give you a little something extra. Your portal should reflect your business requirements and logic. These features go in addition to the usual features like secure sign in, unlimited sign-ins, etc.
When you are looking for a customer portal, keeping your customers in the center is important. But keeping your staff in mind is equally important so that they can take care of your customers effectively.
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