Sugar’s Customer Self-Service Portal enables quicker time to resolution and reduces overall case load, by allowing individuals to create cases, update their account information, search the knowledge base, and track bugs to resolution.

Screenshot of self service portal in Sugar CRM

With Sugar’s customer self-service portal, customers can create cases, upload relevant information, search the knowledge base, and track cases to resolution without ever having to pick up a phone.

All cases automatically appear within the Sugar Cases module. The self-service CRM customer portal allows individuals to easily update their contact information, check their case histories and opt-out of newsletter subscriptions.

Expose support knowledge to customers through FAQs and knowledge base. Reduce the number of inbound support calls by offering a self-service environment where customers can instantly find and receive answers to their questions, submit troubleshooting tickets, quickly resolve issues and more.

Sugar Administrators can easily tailor the entire self-service user journey with layout changes and custom fields through Sugar Studio for a more personal and on-brand experience.

Ready to get started with Self-Service Portal?

Improve customer satisfaction, enhance retention rates and maximize staff productivity with our customer self-service portal feature.