1CRM Customer Connection Guide

The 1CRM Customer Connection is a customer self-service portal for WordPress, which links to the 1CRM core CRM system. If you have a WordPress-based website, your WordPress administrator can install the Customer Connection WordPress plugin, 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. You can implement this on your WordPress website by yourself using this Guide, or you can have us do it for you. (25 pages)

Help / Knowledge Base

The 1CRM Customer Connection lets you offer your website visitors a Help / KnowledgeBase system. Portal visitors can navigate the Help system by clicking on Topics or Articles, or search  to get dynamic feedback on matches as they enter their search text.

Dashboard

The Customer Connection Dashboard can display multiple lists of data for any client logged into your website. You can choose any or all of these to display: Service Cases, Software Bugs, Projects, Quotes, Invoices & Subscriptions.

Quotes & Invoices

Your clients can view all of their Quotes and Invoices. They can download Quotes as PDFs, sign them and upload them back to your site to indicate acceptance. Similarly they can download any historical Invoices as PDFs, reducing admin staff workload.

Projects & Service Cases

Your clients can see all of their Projects, and upload/download project files. Each Project also shows a task breakdown with progress, and contact information for all project personnel. Clients can view existing Service Cases, upload notes to them, or create new Cases.

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