Customer Portals

Make your convenient way to communicate with customers

If you’re looking for a convenient way to communicate with your customers, you need a robust and comprehensive customer portal in order to do so. A Customer Portal is, a secure, a private, user friendly website that allows businesses to share account-specific information with customers on anything from invoices to credit status and order information, all are real-time information and accessible at anytime. Such a portal offers you to manage all from one central location of your choice.

We offer some approaches to achieving your need by integrating these services:

Custom Client Portal

You can easily share relevant data with customers to provide anything from project updates and billing updates to work progress and attachments through a user friendly web interface. This user friendly platform is designed to share data in your CRM for maintaining a fruitful communication between your business and customers open.

Zoho Desk

This integration provides an easy way to create a knowledge base to help your customers find answers quickly. Features of this full support module include ticketing systems, call center software, social support software, reporting and insights, and agent productivity.

Zoho Creator

This service allows you to create your own online application using a drag and drop interface. By using this service, you can create an application quickly, collect data, automate business process or workflows, analyze the data in reports, and collaborate with your application users.

Zoho Books

By integrating Zoho Books in your portal, you can send professional invoices to customers and start receiving online payments from them all from a single platform. This integration provides you a smart accounting system designed for growing business.

Zoho CRM

The core of this integration is lead and contact management, but also sales pipeline management and purchase control. It works well regardless if you’re a small business, an entrepreneur, or a large enterprise. It can automate daily business activities, track sales, and engage customers in different platforms. Likewise, its mobile platform lets you take CRM on location so can get updates fast and real-time, and close more deals even when on the go.

Zoho Subscriptions

This integration will give you an online recurring billing tool to manage your subscription business. It allows you to bill each customer based on the subscription frequency. It can generate invoices, notifications, handle upgrades, downgrades and refunds with few clicks.

Zoho Inventory

This integration will give you a cloud-based inventory management software that helps you create and manage both your sales and purchase orders, and track your inventory. You can integrate it with online sales channels like Amazon, eBay, and Etsy, as well as shopping carts like Shopify and more.

Zoho Sign

This is a digital signature app designed for businesses to close deals in minutes and seamlessly accomplish the signing process in the cloud. This service eliminates the hassle and time consumed in transporting and scanning paper documents by enabling users and their clients to sign digitally and verify legally-binding documents.

Zoho Doc

This integration gives you a cloud-based software designed to help you manage, share, and store all your files online. It serves as a collaboration platform and organizer of all your business files – documents, presentation, spreadsheets – and even your personal files such as pictures, movies, and music. Since it’s an online platform, you can access all your files from your portal wherever you are online and whenever you need to. It’s like having your own personal file manager that you can bring with you on the go and retrieve or share your files from whatever device including tablets and smartphones.

Zoho Vault

This integration provides users with a comprehensive suite of password management features that includes business-friendly user management and collaboration. The tool enables users to securely store, share, and manage their passwords from anywhere.