Customer portal module in Vtiger CRM

In vtiger's online customer portal , you can give your customers access to almost all their related information stored in the CRM.

With the vtiger CRM system you will have a portal at your disposal in which you can set up exactly which of your customers can view and edit their own data based on rights and roles.

Users log in with their email address. This email address must be unique. To convince your customers that you are serious about their personal data and safety, it is recommended to choose an SSL certificate with Extended Validation for the customer portal.

The portal does need to be installed before use. Also, the layout is usually customized to your company layout.

Advanced Customer Portal

With the standard customer portal you give your relations access to a limited number of vtiger modules. They can view records, create tickets and edit (add images and documents).

The Advanced Customer Portal allows the user to modify the contents of a number of types of customer cards, also distinguishing between users in terms of access rights for viewing and modifications. The Advanced Customer Portal allows customers to modify data from the Contacts and Organizations (Accounts) modules.