Streamlining time and expense tracking with ZPortals

by marketing@zportals.com | Oct 4, 2024 | Now You Know

When managing a workforce, especially in industries where tracking fieldwork and project time is crucial, having a reliable system for efficient time and expense tracking is key. Zoho CRM offers an incredibly versatile framework that allows you to create a complex...

Revitalize Your User Experience with Customizable Field Names and Merge Tags

by ZPortals Admin | Jan 19, 2024 | Now You Know

  We are thrilled to announce the launch of Version 5.0 of our software, a milestone release for our SaaS platform. This update is all about enhancing user engagement and personalization, and we would like to highlight two game-changing features that will...

Request and share files using Zoho CRM, Zoho WorkDrive and ZPortals 

by ZPortals Admin | Jan 4, 2024 | Now You Know

Organizations often have a need to request and or share documents with their clients, partners or other stakeholders. While there are many great document management solutions available, they fall short when it comes to requesting specific documents, allowing users to...

ZPortals: The Customer Portal Builder for Zoho

by ZPortals Admin | Jan 4, 2024 | Now You Know

How are you using Zoho?  All organizations have unique requirements for their business software. While some come to Zoho for only one or two apps, many others integrate several of Zoho One’s suite of software solutions into their business workflows. Companies trust...

Meeting Agendas and Action Items

by ZPortals Admin | Jan 4, 2024 | Now You Know

Keep Your Meetings Productive and On Point with Zoho Meeting Agendas and Client Portal A common struggle for leaders across all organizations is setting up and running effective meetings. While there are a number of good solutions for scheduling meetings, there is a...

Best Portal Options for Zoho One

by ZPortals Admin | Jan 4, 2024 | Now You Know

Get the Most Out of Your Zoho One Subscription with a Client Portal Every business will eventually reach the point where they need a dedicated space for their customers to view and manage all their transactions. It’s hard to imagine a large company that doesn’t...