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Customer, Vendor and

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ZPortals Use Case Examples

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

Create Dedicated Portals For Vendors And Affiliates To Submit Leads, Access Reports, And Collaborate Seamlessly With Your Team.

Sales Team Management

Provide Your Sales Team With A Portal To Access And Manage Deals Specific To Them In The CRM.

Subcontractors

Provide a secure portal to assign Work Orders Updates, Upload Videos, Submit Time Entries and Invoices, Reference Documents and Material or Submit Support Tickets.

Zoho App Integrations

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.

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.

Zoho Subscriptions Integration

The client portal integration with Zoho Subscriptions 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.

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.

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.

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.

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.

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.