A customer portal is a web-based platform that allows customers to interact with a business or organization in a self-service manner. Typically, it provides customers with a personalized dashboard where they can access a range of tools and information, such as order history, support tickets, billing information, and product documentation. The purpose of a customer portal is to provide customers with a convenient and secure way to manage their accounts, receive support, and access information that is relevant to their interactions with the business.

Customer portals are often used by businesses that have a large customer base or offer complex products or services that require ongoing support. By providing customers with a self-service portal, businesses can improve customer satisfaction by giving customers more control over their interactions with the business, and reducing the workload on customer support teams. Additionally, customer portals can help businesses to gather valuable customer data and insights that can be used to improve products and services, and develop more targeted marketing campaigns.

Making a customer portal available to your end users has many benefits. It provides an online website for users to self service, saving both your customer and your staff time handling many requests. Some examples include:

• Filling out onboarding firms
• Reviewing proposals
• Accessing contracts 
• Securely transferring files
• Submitting support tickets
• Paying an invoice
• Subscription management

ZPortals was developed by a Premium Zoho partner as unified portal builder for Zoho One. This paid extension allows users to create a portal on their website that allows password protected access to information stored in multiple Zoho apps. Users can be given view or edit access to information that is related to them (like account details)  or public information like product catalogs. Users can be given just view access or full read write delete permissions and take action and communicate with the organization all through a single login/portal.

ZPortals has 2 components that need to be installed for the portal to work:

1.) You will need to download our WordPress plugin and install it on your your website. Once installed this plugin requires a paid license to connect to Zoho. 

If you don’t already use WordPress for your website we can help you install WordPress on a subdomain so you can use the portal builder plugin. 

The plugin is capable of connecting to multiple Zoho Apps to create a unified customer portal experience for your users. Some of these connections will be managed all through the plugin, however the CRM connection includes an Extension in the CRM Marketplace that will need to be installed as well.

2.) The CRM extension adds a few fields to the contacts module like last login date and permission options. It also installs a button used to invite contacts to the portal and an email invitation template. These options are added to the CRM to make it easy to invite contacts to the portal and manage permissions etc. Without having to login to the plugin. The extension for the CRM is free since it works hand in hand with the paid plugin for your website.

Yes, most Zoho products have a Customer Portal option, each with slightly different pricing options. Some like Books are free while other are paid, generally by number of active users. Each portal is specific to that product so you will need to invite a customer to multiple portals with separate logins if you go this route. There is an option to create a customer portal through Zoho Creator that can service multiple Zoho Apps, this is a paid option and you may need help from a developer to get it configured. Please reference our article explaining the different portal options here.

We have a full article explaining the pros and cons of the various portal options here. In short ZPortals allows you to create a unified portal for your users so they don’t have to login to multiple portals. It is also highly configurable from permissions, to design and custom actions.

ZPortals does not store any data transferred between your portal and your Zoho account. All data is encrypted in transit.

As an admin you have the option of turning on (off by default) a change log in the admin panel of the plugin. The change log can allow you to track changes made to records by portal users. This change log is stored on the server hosting your website.

Yes, ZPortals works with implementation partners around the world who offer turnkey portal configurations.

You can get started with a free trial at https://zportals.com. the ZPortals’ support team offers free onboarding to help you get started. If you want to check if the portal builder will meet your needs you can schedule a demo to discuss your use case. If you would like to get started on your own we have some helpful tutorials and guides here.