Zoho Client Portal

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