Zoho Client Portal | Boosted CRM

Elevate Collaboration Empowers Success

Enhance client satisfaction, streamline operations, and improve overall efficiency.

Why your business needs a client portal?

Zoho client portal can streamline client interactions, drive efficiency, and enhance satisfaction. Seamlessly integrated with Zoho CRM and/or Books, our custom portal delivers unrivaled convenience.

challenges

Disorganized communication
Document management issues
Limited client access
Data security concerns
Inefficient payments
Lack of self-service options
Complex project management
Competitive pressure
Limited data insights
High support costs

Our Solutions

Implement a centralized client portal for all interactions.
Provide a secure portal for sharing and managing documents.
Offer personalized logins for clients to access their data.
Ensure data protection with encrypted and secure portal access.
Enable online payments and billing through the portal.
Provide self-service features for clients to access information.
Offer real-time project updates and milestones in the portal.
Stand out by providing a modern and efficient client experience.
Use data analytics to gain insights into client behavior.
Reduce support needs with self-help resources in the portal.

Benefits of implement a Zoho Client Portal for clients, partners, affiliates, and franchisees

Integration with Zoho CRM/Books

Increased efficiency and productivity

Improved customer experience

Time and
cost savings

Streamlined processes and workflows

Scalable and flexible solution

Enhanced collaboration and communication

Personalized and branded experience

Secure data access and confidentiality

Zoho Client Portal - Partner/Referrer Portal

Zoho Client Portal is a versatile platform that caters to your clients, partners, affiliates, and franchisees. With this user-friendly portal, you can showcase the information you want and empower users to perform desired actions. Seamlessly integrated with your Zoho CRM and/or Books database, it simplifies collaboration and ensures smooth operations. Experience the convenience of Zoho Client Portal for seamless client interactions.

Zoho Custom Portal - Fully responsive CURL Integration

Introduction to a custom portal integrated with Zoho CRM and Zoho Desk. The portal, offers functionalities such as accessing custom modules, managing tickets, and tracking projects. Clients can view proposals, services, contracts, locations, and inventory. They can also create and monitor tickets, download attachments, and track project tasks and milestones.

zoho Custom Portal

It enables businesses to customize the portal’s design, layout, and functionality to match their brand and specific use case, providing a unique and tailored experience for users.

you need to know more about the zoho Custom Portal?

Zoho Custom Portal - Healthcare

we integrated the custom portal with Zoho CRM and Zoho Books, ensuring smooth communication and streamlined operations. Our client wanted a hassle-free payment process, so we set up direct payments to their Stripe account.

Our Case study

Our recent case studies

Zoho Books Portal Integration

Knometa Research is an Independent-contractor providing technology trend and market research analysis for front- and back-end chip manufacturing.

Mj3 Partners

Mj3 Partners is a recruitment consultancy that provides talent management services .

Franklin case study

Franklin Apprenticeships is a women-owned business that helps employers fill tech vacancies with undiscovered.

Please briefly explain your project

A member of our team will review and respond to your request promptly.

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