About Z Portals
ZPortals is a portal builder for Zoho. With connections to multiple Zoho apps you can use the builder to create a password protected website that can display data from 10+ Zoho apps all in one site.
The most common application is a customer portal. By providing a customer a website to login to, they can do a multitude of functions all from one place. A few examples include: updating their account information stored in Zoho CRM, filling out onboarding docs through Zoho Forms, paying an invoice housed in Zoho Books, Sharing documents through Zoho WorkDrive and managing support tickets through Zoho Desk.
There are a number of other uses for ZPortals. Users can create portals to coordinate with Vendors or provide affiliates with a site to submit leads or access reports. Do you have a large outside sales team, give them access to only their deals in the CRM through this portal.
ZPortals has many security features allowing you to pick and choose what data a user has access to and if they have the ability to read, edit or delete data.
You can also use ZPortals to Create Public Directories. Tired of updating your product catalog on your website? No problem, display your products housed in Zoho directly on your website and they will always be up to date. Have a directory of resources or contacts that need to be displayed on an interactive map, you got it, ZPortals Public Access feature can publish data in catalog, directory and map based formats.
Zoho Apps
Zoho CRM Integration
The ZPortals plugin features CRM integration which allows you to sync all modules and fields from Zoho CRM to the client portal. Customize the user interface by choosing which modules to sync to the portal and drag and drop the fields to be arranged exactly how you want. Learn More
Zoho Subscription Integration
The client portal integration with Zoho Subscription allows you to sync your active Zoho subscriptions directly to the portal to easily manage multiple subscriptions. This feature gives clients the ability to explore new subscriptions and manage payment methods while still accessing their existing subscriptions. Learn More
Zoho Vault Integration
The client portal integration with Zoho Vault allows clients to upload login credentials for their organization, making it easier to view the passwords they’ve shared, update credentials, and increase password security. Learn More
Zoho Desk Integration
The client portal integration with Zoho Desk allows users to submit tickets, view existing ticket threads and status’, and experience better support to ensure long-term client relationships. Learn More
Zoho Books Integration
The client portal integration with Zoho Books will allow users to effectively pay for their invoices and sales orders as well as view retainer balances, review and accept or decline quotes, and display any financial information pertaining to the organization. Learn More
Zoho Sign Integration
The client portal integration with Zoho Sign allows clients to upload documents and send them out to be electronically signed, making it efficient to keep track and manage multiple documents simultaneously. Learn More
Zoho Workdrive Integration
The client portal integration with Zoho Workdrive gives users the option to access or upload new documents to Workdrive directly from within the client portal. Each user will only have access to the contents of their folder making this a secure and fast way of sending or receiving files from the user. Learn More
Google Maps Integration
The Google Maps integration allows users to start typing and choose from a verified address list. This can help you achieve better-formatted addresses and improve reporting. Learn More
Supported Integrations
Features
Choose which Zoho Apps get connected and what data to display to your users
Increase Website Traffic by bringing your customers back to your website to self serve.
Unified Zoho Data: Bring data from multiple Zoho apps into one portal for customers to access quickly
No Coding Needed, simple drag and drop interface to customize your portal
Increase customer loyalty and improve efficiency by allowing customers to self service through the portal
No Data Storage or Server Fees. ZPortals can be hosted on your existing website server
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