Turn Your Zoho Apps into One Seamless Client Portal
Clients log in once to access everything
Fully branded to match your business
Quick setup – no coding or developers required
See exactly how ZPortals can simplify your client interactions.
Simplify Your Client’s Experience
ZPortals Use Case Examples
Customer Portal
Professional services – mortgage brokers, accountants, tax advisors- instantly boost credibility by giving clients a branded, professional portal. Clients can securely upload essential documents, track task statuses, and easily pay invoices, streamlining your workflow and increasing your bottom line.
Vendor and Affiliate Portals
Empower your vendors and affiliates with clear, organized access. Let them submit leads effortlessly, check commission reports anytime, access marketing resources, and view purchase orders. Less hassle, more sales.
Individual Portals
Perfect for individualized experiences – give sales reps instant visibility on deal records, allow subcontractors to quickly submit hours and expenses, or give students seamless access to educational assignments. Clear communication, efficient collaboration, and simplified management.
Zoho App Integrations
Zoho CRM Integration
ZPortals’ integration with the CRM allows you to display modules as menus to portal users. Customize the user interface of each menu by setting custom menu names, organizing the layout sections and fields, display related lists, drag in subforms and even rename fields for the portal.
Zoho Books Integration
Allow users to effectively pay invoices, view sales orders, and review, accept or decline estimates / quotes.
Zoho Subscriptions Integration
Display your Zoho Subscriptions products in the portal and allow users to manage their own subscriptions, including cancelations. Users can sign up for new Subscriptions and manage their credit card details directly in the portal.
Zoho Desk Integration
Give portal users the ability to submit tickets, view existing ticket threads and status’ through ZPortals’ interactive integration with Desk.
Zoho Sign Integration
Display Zoho Sign documents directly in the portal and allow users to download a PDF version, regardless of the document status.
Zoho Vault Integration
Give portal users a menu to add login credentials or other sensitive data like bank accounts and social security numbers. Easily set permissions for add, edit or delete by user and be selective about the folder the portal user has access to.
Zoho WorkDrive Integration
Secure and efficient external document sharing is possible with ZPortals’ Workdrive integration. Provide either a user specific folder for uploading and downloading, or a general resource folder for download only.
Google Maps Integration
Users can start typing an address for Google to offer a verified address suggestion, helping you achieve standardized address formats that can improve automation and reporting.
Zoho Client Portal Benefits
Customer Can
Self-Serve
Increased Security
No Coding Needed
Increased
Professionalism
Less
Support Time
Public Directories
Connected To
Multiple Zoho Apps
Increased
Transparency
Increased
Web Traffic
Higher Customer
Satisfaction
Advance Security &
Permission Options
Efficient
Collaboration
Standardization
And Scalability
Increased
Web Traffic
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