Customize Customer and Partner Experiences

Mobileforce Connected Portal enables you to create branded, personalized digital experiences for customers and partners to provide controlled access to the right SugarCRM data and content at their fingertips.

Create Digital Experiences Fast

• Generate branded UI experiences personalized for your customer or partner users with built-in workflows integrated to SugarCRM data​ and content
• Quickly configure native iOS and Android mobile apps
• Highlight your brand and ease of doing business with the right UI look-and-feel templates and styling for your external-facing portal and mobile app

Built-In Content Manager

• Publish documents, videos and HTML content related to your products and services
• Use tagging and folders to organize your content. And access controls to set viewing permissions
• Alternatively, expose relevant content in your portal from SharePoint, Box, Dropbox or Google Drive

Generate Your Own Branded Mobile App

• With the No-Code platform, add your branding, configure UI style and 1-click generate a native, offline-enabled iOS and Android app for your external audiences
• Publish your branded app on Apple or Google public app store or your private enterprise app store

Customizable Templates for Customers and Partners

• Pre-built, configurable templates have common components and workflows for each type of your external audience
• Quickly customize your chosen template by editing widgets and updating layouts in the portal and app manager

Extend SugarCRM Data to Customers and Partners

• Expose relevant SugarCRM data with field-level read/write and layout control
• Support Cases, Orders, Profile, Knowledge Base and Product Catalog for customer self-service
• For partner users, add controlled access to Accounts, Contacts, Leads, Opportunities, Pricing and CPQ

Digital & Mobile Forms

• Quickly create forms connected to your SugarCRM data for external audiences
• Conduct surveys, receive marketing requests and compliance questionnaires. Form data saved in your CRM for reporting and analytics

Identity Roles for Customers and Partners

• Authenticate customer and partner end-users using any of the built-in login methods – email/password or single-sign-on through your SugarCRM, Microsoft Id, or Google ID
• Add roles segmenting your external audiences. Configure access control for content, SugarCRM data and workflows in your portal and mobile app