Use Cases

ZPortals can be configured to meet most use cases as it mirrors Zoho functionality to a large extent. Below you will find some industry use cases and highlights on certain integrations or features that may be relevant for typical work flows we have seen in those industries. If you don’t see what you are looking for please contact us to discuss your needs, these examples are just a sampling of the functions and features.

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Professional Services

From CPA’s and Law firms to Marketing Agencies, Consultants and Health care providers..

eCommerce

Transact online through Zoho’s supported gateways and have buyers automatically added to Zoho CRM ..

Manufacturing / Products

From product registrations to warranty tracking, license activation and support, deploy a customer portal for all end user support..

SAAS

Allow customers to subscribe and manage their subscriptions directly on your site. Provide access to gated content and much more…

Sales Teams & Third Parties

Allow third party sales teams to submit deals, give marketing partners insights into referral statuses and much more…

Construction / Trade

Give clients peace of mind with project tracking through Zoho Analytics, support desk, project manager info and WorkDrive and much more…

Vendor Management

Keep Vendor contact info up to date, submit PO’s, assign work, give access to limited CRM data and much more…

HOA’s / Memberships

Keep member information current, pay dues, support through Zoho Desk, Provide resources through WorkDrive and much more…

Real State Use Case

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