About Z Portals
Benefits:
- Customer can Self-Service
- Less Support Time
- Higher Customer Satisfaction
- Increased Security
- Efficient Collaboration
- Increased Professionalism
- Increased Transparency
- Standardization and Scalability
Key Highlights
Customer Portal
Empower your customers with a personalized portal that allows them to update account information, fill out onboarding docs, pay invoices, share documents, and manage support tickets. All within the Zoho ecosystem, including CRM, Forms, Books, WorkDrive, and Desk.
Vendor and Affiliate Coordination
Increase Website Traffic by bringing your customers back to your website to self serve.
Sales Team Management
Provide your sales team with a portal to access and manage deals specific to them in the CRM.
Advanced Security Features
Customize user access to data and control their permission to read, edit or delete information.
Public directory
Simplify website management with Zportal’s public access feature, which allows you to display up-to-date product catalogs, resource directories, and interactive maps
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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