Customer or partner portal for Vtiger CRM

Product Description

Available for version: 5.4, 6.x, 7.x, 8.x (other versions are available upon request)

In Vtiger CRM's online portal (Vtiger Portal) you can give your relations (contacts) access to virtually all information related to them or their organization stored in the CRM system. Using a rights profile, you can determine which entities and fields your contacts can view.

To convince your customers that you are serious about their personal data and security, we recommend considering an SSL certificate with Extended Validation (EV) for the customer portal.

Vicus knows the business processes involved in service management, a service desk and online and offline support. Thus we can optimally advise you on the right software, modules and functionality to improve your customer service. For measurably better results and more satisfied customers in less time.

Naturally, the Vtiger Portal integrates all data from other modules.

With the customer portal to be provided by Vicus, you have extensive customer service and support capabilities. Once your relationship is logged into the customer portal, they have access to the data relevant to them through the customer portal:

• Your customers have their own access to the service portal, where they report problems, find information on the status of their tickets and have access to product information, knowledge base, invoices, quotes and the like;
• Your service employees have all calls and ticket information at their fingertips, can easily set priorities, have access to all customer and product data, keep the knowledge base up to date and communicate efficiently and in a customer-friendly manner with your customers;
• Management has 360° visibility into reports and statistics of your service desk at any time, such as speed, open and resolved calls - by customer, employee or product.

With the vtiger self-service portal

completely in the look and feel of your company

Offers your customers secure access to your customer portal.

• your customers themselves can search the knowledge base for solutions to their issues;
• continuously improve the knowledge base, thanks to additions and saved discussions;
• Your customers will receive updates on their reports via email or through the discussion line.

Ticket management

breakdowns, preventive and corrective maintenance

Insight into issues per customer, product and support employee.

• Link issues to accounts, contacts, products;
• issues are visible at every level and so you always know what is going on with customers;
• Customize your employees' screens to suit their needs and authority;
• your customer will receive automatic updates on the status of the ticket via email;
• Steer and continuously improve your support process;
• Track service tickets related to customers from start to finish;
• Create statistics and help managers move toward a better customer service process.

Knowledge Base

provide public access to the knowledge base

Manage your product information centrally so that issues can be resolved faster and better.

• link your products with tickets and frequently asked questions;
• Make manuals and product sheets available;
• Share your specifications and frequently asked questions;
• share information securely with your customers or relations;
• Keep your product information up to date, thanks to information and suggestions from your customers and relations.

Includes

• Free license. You pay for installation, configuration and any other services.

Benefits

• For Vtiger 7.1 and above, there is the completely redesigned portal.