Use Cases
ZPortals can be configured to meet many use cases as it opens up a window into your Zoho ecosystem. Below you will find some typical industry use cases that we have seen successfully implement ZPortals. Schedule a call with us today to learn more about each of the industries below.
Professional Services
CPA and law firms, marketing agencies, consultants, healthcare providers and insurance services.
SAAS
Sales Teams & Third Parties
Real estate agents, virtual assistants, financial advisors and brokers that need to edit, update and view referrals, clients in common or deals.
Vendor Management
Resellers, referral contractors or any other vendor that needs to view and download purchase orders, documentation/resources and refer leads or deals.
HOA’s / Memberships
Communities managed through HOA’s or memberships that need to update contact information, pay dues and see meeting minutes from the Board.
Manufacturing / Products
Product registrations and warranty tracking, license activation and product support.
Construction / Trade
Field service workers in painting, construction, building and property maintenance that need to view, edit or add details to CRM cases, work orders or Zoho Desk tickets.
Ready To Simplify Client Communication and Boost Your Productivity?
Book Your Demo
See exactly how ZPortals streamlines your workflow, enhances your client experience, and helps you close more deals - without the hassle. Our experts will personally walk you through it.
Start Your Free Trial
Prefer to dive right in? Try ZPortals risk-free for 30 days. No credit card, no confusion, no headaches. Just clear, measurable results.