Customer, Vendor and Web Portals for Zoho

About Z Portals

ZPortals provides a unified and customizable, self service portal for multiple Zoho apps. Your team can efficiently coordinate with customers, vendors and affiliates.

Benefits:

  • Customer can Self-Service
  • Less Support Time
  • Higher Customer Satisfaction
  • Increased Security
  • Efficient Collaboration
  • Increased Professionalism
  • Increased Transparency
  • Standardization and Scalability

Key Highlights

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

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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