1CRM Customer Connection WordPress Portal

The Ultimate WordPress Plugin For Your Business

Make your customer relationships a two-way street!

1CRM-Customer-Connection-Portal

Brief Overview

1CRM + WordPress = Happy Customers

Increase customer satisfaction while reducing your support costs with the 1CRM Customer Connection self-service portal for WordPress. Enable your clients to find answers to their questions right when they want them. Empower them to update their contact information and preferences, exchange documents, and interact dynamically on Service Cases, Quotes, Invoices, Subscriptions and Projects!

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What Will It Do For Your Clients?

Enable your clients to find answers to their questions right when they want them. Empower them to update their contact information and preferences, exchange documents, and interact dynamically on Service Cases, Quotes, Invoices, Subscriptions and Projects!

nurturing-customer-relationships-with-1CRM

Add The 1CRM Knowledge Base to Your Site

Portal visitors can navigate the Help system by clicking through Topics and Articles. Users can click in the Search box to enter their questions and receive dynamic feedback on matches as they enter their text. If there are Documents or Notes linked to Help Articles they will be accessible by customers in the portal. All the Articles are authored in the 1CRM Knowledge Base module. 

Review, Print and Approve Quotes

Portal users may view a list of Quotes, or select a specific Quote to see more detailed information.
The Quote detail view will show any Notes related to the Quote, and allows the visitor to download files attached to Notes. A PDF of the Quote itself may also be downloaded.

Visitors may use the Add Note button to add a note to the Quote, and optionally may upload a file attachment with that note. For example, clients may download the Quote PDF, sign off on it, and upload it as an attachment to a Note.

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Manage Service Cases

Portal users may view a list of service Cases, select a Case to see more detailed information, or create a new Case.
The Add a Note button may be used to add a Note to a Case. Notes may include an uploaded file. Users may download file attachments from any Note linked to a Case. Users may also use the Create New button provided to add a new Service Case.

Features Customers Will Love

Learn about all the ways the 1CRM Customer Connection WordPress Portal can help you serve your customers better!

View Bills

No need to remind clients about how much money they might owe you, they can see the status and amount of all past and current bills right in the portal!

Approve Quotes

Don’t let quotes get lost in email! Clients can approve quotes right within the portal, and get down to starting the project!

Knowledge Base

Your clients can access your most frequently asked questions, and the detailed responses. Saving your time, and theirs!

Support Tickets

Enable your clients to create support tickets for problems they may be experiencing, track your progress on the issue, and view your solution.

Subscriptions

Do your customers have subscriptions with you? Give them the power to manage them by themselves! They can update or cancel their subscription within the portal.

Project Management

Clients can access a list of all their projects with you, including their details, related contacts, tasks completed and ongoing, and download files related to the project.

What Will It Do For You?

Enable your clients to find answers to their questions right when they want them. Empower them to update their contact information and preferences, exchange documents, and interact dynamically on Service Cases, Quotes, Invoices, Subscriptions and Projects!

1CRM Portal shortcodes guide

Supercharge your Website

Simply install the 1CRM Customer Connection WordPress plugin (which links to your 1CRM core CRM system) onto your WordPress-based website, configure how you want to present the portal features to your clients, and your website will gain a wide range of features that enable your clients to work with you more easily and efficiently. Now your current website can double as a customer self-service portal!

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Manage Projects

Portal users can see a list of all their projects, and a detailed view of each, including any Contacts, Project Tasks or Notes related to the Project, and the visitor can download files attached to Notes. Visitors may use the Add Note button to add a note to the Project, and optionally upload a file attachment with that note.

Making it Easy for Clients

Clients may also review invoice and payment history, update their own contact information and data privacy preferences, manage subscriptions, as well as many other time saving features – with more in the pipeline!

Features You (Business Owner) Will Love

Learn about all the ways the 1CRM Customer Connection WordPress Portal can help your business run more smoothly, and increase customer loyalty!

Lower Support Costs

Instead of manually calling and emailing customers with basic information, enable clients to find it themselves! Most prefer it that way, and it saves you countless hours of support costs.

Boost Customer Retention

New customers are expensive to acquire, and long-time customers can be your biggest cheerleaders. The portal meets the needs of your customers, so that they will be singing your praises, instead of finding someone new.

Never Lose Your Data

The portal is linked to 1CRM in real time, so any information you or your colleagues need is right there, ready to use, and can be backed up at any time. This also keeps errors to a minimum, because the data is only entered once.

2-in-1 WordPress Website

Instead of having to learn and manage a different website or platform, you can simply add the 1CRM Customer Connection plugin to enhance your existing website! It keeps customers on your website, and makes it easy for them to do business with you.

How Professional!

Customers love it when it’s easy to find the answers they need, and don’t encounter roadblocks along the way. It exudes an air of professionalism, generally associated with bigger companies. Provide excellent customer service, with minimal effort by using the portal!

Project Management

Clients can access a list of all their projects with you, including their details, related contacts, tasks completed and ongoing, and download files related to the project.

Pricing

Pricing for the 1CRM Customer Connection portal is based on how many users you have in your CRM. (And not of how many portal users you plan to have, or the number of WordPress users or administrators you might have.) Pricing (USD) is as follows:

1CRM User Licenses

1-10Registered Users
  • 11-20
  • 21-49
  • 50-99
  • 100+

Per Month

$49/mo
  • $99
  • $199
  • $349
  • $499

Per Year

$499/year
  • $999
  • $1995
  • $3495
  • $4995

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.

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Implementation:

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.

Next Steps:

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!

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