Zoho Client Portal - Fully responsive PHP/HTML5 Integration
Zoho custom client portal can be used for your clients, partners, affiliates, franchisee. Your clients will see what you want and do what you want inside the portal. The portal will directly work with your Zoho CRM and/or Books database.
Video Script
00:00 hello this is mark from boosted CRM and
00:03 today I’m going to show you how you can
00:05 create a login portal for Zoho CRM which
00:08 is going to be interactive and working
00:11 with your zones here and back and forth
00:13 to capture information submit and show
00:16 it to your affiliates in this case we
00:19 have created this login portal for
00:22 affiliates of a company that they can
00:25 log into the they can sign up they can
00:28 login submit’ leads and see the
00:31 processing of the clients they submitted
00:34 and how much loan basically has been
00:36 processed for them so that they can they
00:39 get the Commission for them let me show
00:41 you so this is a whole account and
00:43 basically here is the login portal what
00:47 happens is that news new affiliates can
00:51 simply come here and sign up and
00:54 existing affiliates can basically just
00:57 log into the system and get to the
01:00 portal this portal everything here that
01:03 you see is interacted with law CRM
01:06 working with loaded CRM database and
01:09 this is a fully responsive form and by
01:13 that I mean if I wanna run this
01:16 application in any kind of device like
01:21 iPad or iPhone or any smartphone this is
01:24 going to work and as you can see even
01:26 the tables on this form can change and
01:30 so that you can simply see the rules by
01:32 clicking on this small prof sign so let
01:35 me just go back to the functionality of
01:39 the system and affiliate can sign up log
01:41 into the system and start submitting
01:44 clients to your CRM so basically when
01:48 they submit a new client here it’s going
01:50 to become a lead inside the host CRM and
01:53 it’s going to be associated with the
01:55 affiliate who submits this information
01:58 so the affiliate can see all the leads
02:01 that he has submitted and also he can
02:04 see if there has been any loan
02:06 processing for that client in this
02:08 particular example there is nothing to
02:11 show here but as soon as this clause
02:14 is that this I feel it sub me to start
02:17 processing alone it will show up here so
02:19 they can click on it and go to the other
02:22 page and see the status of the loan that
02:23 they are getting through this client
02:25 that we have and at the end the
02:28 affiliate can get their commission and
02:30 they can see their commission in real
02:32 time and also basically they can submit
02:39 clients as I mentioned they can see
02:41 bunch of resources here which is
02:43 whatever you want to post on CRM again
02:46 there is a module inside the CRM called
02:48 resources and if I post a new record
02:51 here and attach a new document it’s
02:54 going to show inside the portal to all
02:57 their felix so if you want to publish
03:00 information to them send the new
03:01 documents newsletters whatever you can
03:04 do it inside though and they will fit
03:07 inside basically there yeah here is an
03:13 example inside the portal so that’s it
03:16 that’s an example of having a client
03:19 fold whole that is fully interactive
03:21 it’s all CRM and it’s going to work for
03:23 you and for your clients if you want to
03:26 give them access as a login and you want
03:28 to show them part of the information
03:30 inside though we can create it for you
03:32 this is a PHP fully responsive web
03:35 application that you have created if you
03:38 want something like that to be created
03:40 for your clients and for your zou
03:42 account please contact us go to booster
03:45 serum calm and contact us and we will
03:49 help you create a login photo for your
03:51 clients thank you very much and have a
03:53 good day