SugarCRM Customer Portal

Customer Support: Self-Service Portal

Sugar’s Customer Self-Service Portal allows companies to provide self-service capabilities to customers and prospects for key marketing, sales and support activities. Customers can create cases, upload relevant information, search the knowledgebase, and track cases to resolution without ever having to pick up a phone. All cases automatically appear within the Sugar Cases module.

Available for Sugar Enterprise and Sugar Ultimate subscriptions

The portal will enable you and your customers to:

  • Maintain accurate contact information
  • Interact directly with your support reps via the cases and bugs modules
  • Subscribe to newsletters published through the CRM application
  • Access Knowledge Base articles and FAQ’s created by your KB Administrator

The direct benefits you will see from utilizing the customer portal will be:

  • Reduce potential service lapses caused by inaccurate data
  • Reduce amount of time lost addressing inaccurately relayed information
  • Effectively deliver your message to prospects & customers with a single tool
  • Time spent answering basic questions is freed to solve unique, more complex customer issues

Find out more by downloading this Customer Self-Service Portal General Overview