About Zportals
ABOUT Zportals
ZPortals is a web portal plugin that fully integrates with Zoho across Zoho CRM, Zoho Books, Zoho Desk, Zoho Subscriptions, Zoho Sign, Zoho Vault, Zoho Workdrive, Zoho Inventory and Google Maps. You can easily create a custom client portal directly on your own WordPress site and have complete control over the branding and user interface.
WHAT WE OFFER FOR YOUR BUSINESS
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 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.
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 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 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 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 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.