1CRM Customer Connection WordPress Portal

Businesses everywhere are adopting self-serve options because they allow customers to be served quickly, while reducing service costs. The 1CRM Customer Connection WordPress Portal brings self-serve to the digital world. Reducing errors and unnecessary back-and-forth emails that clutter your life and take up everyone’s time.

Adding this plugin to your WordPress website puts customers in the driver’s seat, enabling them to complete many common tasks themselves, and find answers to their most frequently asked questions. They can manage subscriptions, approve invoices, track projects, and more – right from your website! Don’t make your customers wait, get the portal today!

Your customers will really notice and appreciate this significant improvement in your service capability. No more waiting on callbacks, return emails, or even for office hours to start. They can simply login at any time to check on a support case, approve a quote, exchange documents, view and pay past invoices, update their subscriptions, and more!

Clients (or potential clients) can find answers to their questions in the Knowledge Base on your website. Type in any search term and get the answer complete with any documents linked to it.

Clients can create their own login for your website and be recognized as a client – providing them with access to any cases, projects, invoices, quotes, subscriptions or other content associated with them.

Once logged in clients can easily download quote/invoice PDFs and documents from projects or service cases. Upload approved quotes or add new project or service documents!

Clients can check the latest progress details for any projects or service cases, add notes or documents to them, and find the contact info for everyone linked to any ongoing tasks.

The portal will make your life easier, because your clients are happier than ever, while you are actually doing less work! Nothing frustrates a client more than waiting for you. You might have customers in different time zones, or a client that needs some key information in the middle of the night. The portal lets them do it themselves, providing instant satisfaction! To top it off, your clients are typing in the information that you’d otherwise be paying staff to enter.

Install the 1CRM Customer Connection WordPress plugin (which links to your 1CRM system) onto your WordPress-based website. Configure the settings according to the needs of your business.

Add the shortcodes for the portal features to new or existing pages. Wherever the content appears, it will perfectly match the cosmetic look of your website!

Head into your 1CRM and add any questions, answers and documents to the Knowledge Base module that you’d like to appear in the portal.

Now back to business as usual – only better! Each client’s data in the CRM is now shared with them in real-time through the Portal, and any updates they enter are saved directly into your CRM.

To purchase the 1CRM Customer Connection, you simply select it as option on your 1CRM subscription, either at time of initial purchase or by adding it on at a later date.

You can implement this on your WordPress website by yourself using the User Guide, or you can have us do it for you. Either way it allows your clients to connect with you in the ways you see illustrated here.

If you’re excited to get these kinds of capabilities working for your organization, read more here, or just drop us a line and we’ll demonstrate what it can do for you!