Turn Your Zoho Apps into One Seamless Client Portal

ZPortals connects Zoho CRM, Books, Desk, and more into a single, branded client experience. No more fragmented logins, confusing client interactions, or endless back-and-forth emails.

  • Clients log Clients log in once to access everything
  • Fully branded Fully branded to match your business
  • Quick setup Quick setup – no coding or developers required

See exactly how ZPortals can simplify your client interactions.

Turn Your Zoho Apps

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.

crm

Zoho Books Integration

Allow users to effectively pay invoices, view sales orders, and review, accept or decline estimates / quotes.

books

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.

Subscriptions

Zoho Desk Integration

Give portal users the ability to submit tickets, view existing ticket threads and status’ through ZPortals’ interactive integration with Desk.

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.

Sign

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.

Vault

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.

WorkDrive

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.

Maps

Zoho Client Portal Benefits

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