Engage, collaborate, and streamline your client interactions like never before with ZE Portal, the ultimate SaaS extension for Zoho CRM. With ZE Portal, you can effortlessly create a dedicated Client Portal within your CRM, empowering your business to deliver an unparalleled client experience.
Unlike other Zoho CRM Portals, ZE Portal can be up and running in less than 30 minutes! Fast and Easy set-up with step-by-step Video Tutorials
One fair monthly fee with no tie-in! No matter if you have 5 clients using the portal each month, or 500! Fair use policy applies.
All your clients' data is stored within YOUR Zoho Account (Zoho CRM, Zoho Workdrive, Zoho Sign, Zoho Books, etc.). Any documents uploaded by your clients are uploaded to YOUR Zoho Workdrive.
With just a click of a button, effortlessly create customized Client Portals within Zoho CRM. No more complex integrations or time-consuming setups. ZE Portal streamlines the process, so you can focus on what truly matters—building strong client relationships.
Say farewell to scattered files and endless document exchanges. ZE Portal centralizes all collected documents within YOUR Zoho Workdrive. Share files securely, request documents effortlessly, and keep track of all client interactions in one place.
Simplify gathering client information via most online form applications (such as Zoho Forms, Gravity Forms, Contact7, NinjaForms, and many more!). ZE Portal will direct your client to the form and will update once the form has been submitted.
Stop wasting time manually following up with clients. ZE Portal automates your client communication, sending reminders and notifications for outstanding documents, form submissions, and questions. Stay on top of your client engagements without lifting a finger.
Foster collaboration between your team and clients with ZE Portal's interactive features. Set a message for your client on the Client Portal page and guidance for each required item (all from within Zoho CRM). Easily enhance transparency and keep everyone on the same page.
Your Client Portal is an extension of your brand. ZE Portal allows you to customize the look and feel of your portals, ensuring a consistent brand experience for your clients. Leave a lasting impression with your personalized touch.