One of the most valuable features of a vTiger installation is the Customer Portal. The vTiger customer portal gives your customers direct access to a variety of important features that help you conduct business more smoothly. The customer portal is the ultimate self-service tool for your customers, and we can help you create the best customer portal possible.
With the vTiger customer portal, you can help improve your workflow by putting more convenient options directly in the hands of your customers. When we help set up your portal, your customers will be able to:
- Submit support or trouble tickets
- Access invoices and quotes
- View the Knowledge Base (FAQ)
- Get more information about products and services
- Gain complete access to account information, contacts, and assets
- Find important documents
- See all projects and tasks related to their organization
Setting up the vTiger customer portal is a highly customizable experience. You can enable as many or as few features as you need for your business. We help you assess your needs and the needs of your customers to make sure your portal has the right tools. If you don’t give your customers enough features, the portal won’t help your CRM. With too many features, your portal will be confusing and hard to use. That’s why we always make sure our customer portal setup is personalized for your business and your customers.
A properly designed customer portal will allow you to establish a great relationship with your customers. In the vTiger customer portal configuration, you can not only choose which elements to enable, you can also choose how they will appear to your customers. Our vTiger experts have worked with hundreds of customer portal setups, so we know just what it takes to give your customers the experience they need. By creating a fluid and functional portal, you will improve your sales process and help your business reach its goals.
When creating your customer portal, it’s also important to understand the vTiger Roles and Permissions. We will make sure you understand all of the options available in the customer portal so you and your customers will have the access they need.
No matter what you want your customers to do with vTiger, we have the solution for you. Our customer portal services are 100% customized for your business model and customer base. We’re here to help you set up your vTiger customer portal so you can provide your customers with everything they need for a great experience. Stop giving your customers an inferior experience and contact us today.