Client portal · on Zoho One

One login for your clients. Everything in one place.

A branded portal where your clients find project status, invoices, documents and support themselves. Fewer questions for your team, a professional face for your brand.

Book a discovery call Calculate cost

Authorised Zoho partner · GDPR · EU hosting

portal.your-brand.com Live preview
Overview
Welcome back, Ms Sample
Project status
In delivery
Open invoice
€ 1,180
Open requests
1
Documents
8
Invoice INV-118 marked as paid 2 hrs ago
Contract provided for signature yesterday
Project step “Planning” completed 2 days ago
Invoices
InvoiceDateAmountStatus
INV-2025-118 14.05.2025 € 2,400 Paid ·
INV-2025-124 19.05.2025 € 1,180 Open Pay
QT-2025-057 02.06.2025 € 5,600 Quote ·
INV-2025-131 28.05.2025 € 3,200 Deposit ·
Documents
Client›Sample Ltd.›Documents
Quote_2025.pdf 12.05.2025 approved
Contract.pdf 14.05.2025 awaiting signature Sign
Invoice_INV-118.pdf 18.05.2025 final
Handover_report.pdf - draft
Requests + New request
QUERY
Question on invoice INV-124
today · 09:14
New
DATE
Reschedule requested
today · 08:02
New
SUPPORT
Set up portal access
yesterday
In progress
QUERY
Contract downloaded
2 days ago
Resolved
Built on your Zoho One
  • Zoho CRMZoho CRM
  • Zoho DeskZoho Desk
  • Zoho BooksZoho Books
  • Zoho ProjectsZoho Projects
  • Zoho WorkDriveZoho WorkDrive
  • Zoho SignZoho Sign
What is the client portal?

A secure self-service area for your clients.

The client portal is a branded web interface where your clients sign in and see everything about their order themselves: status, invoices, documents and requests. It reads directly from your data in Zoho, so there is no double entry and no extra maintenance for your team.

  • -60%
    fewer status questions
  • 24/7
    access for your clients
  • 100%
    in your own branding
  • EU
    GDPR-compliant hosting
Features

What your clients do in the portal.

We set up every module around your workflow, in your branding and directly on your Zoho data.

Overview
Welcome back, Ms Sample
Project status
In delivery
Open invoice
€ 1,180
Open requests
1
Documents
8
Invoice INV-118 marked as paid 2 hrs ago
Contract provided for signature yesterday
Project step “Planning” completed 2 days ago
Dashboard · Zoho

An overview that makes questions unnecessary

On login your client immediately sees what matters: how far their project is, which invoice is open and what happened last. No call, no email, no waiting line.

  • Project status and next steps
  • Open invoices at a glance
  • Recent activity in one feed
Invoices
InvoiceDateAmountStatus
INV-2025-118 14.05.2025 € 2,400 Paid ·
INV-2025-124 19.05.2025 € 1,180 Open Pay
QT-2025-057 02.06.2025 € 5,600 Quote ·
INV-2025-131 28.05.2025 € 3,200 Deposit ·
Zoho Books

View invoices and pay online

All invoices and quotes sit in the portal. Through the connection to Zoho Books your client pays online, and the status updates automatically without you recording anything.

  • Online payment built in
  • Open items transparent
  • Status always up to date
Documents
Client›Sample Ltd.›Documents
Quote_2025.pdf 12.05.2025 approved
Contract.pdf 14.05.2025 awaiting signature Sign
Invoice_INV-118.pdf 18.05.2025 final
Handover_report.pdf - draft
WorkDrive · Sign

Documents and contracts for self-service

Proposals, contracts, invoices and certificates are ready at any time. Signing happens by legally valid e-signature, no paper, no email attachment, with full version history.

  • Everything filed with the client
  • E-signature under eIDAS
  • Versions and access logged
Requests + New request
QUERY
Question on invoice INV-124
today · 09:14
New
DATE
Reschedule requested
today · 08:02
New
SUPPORT
Set up portal access
yesterday
In progress
QUERY
Contract downloaded
2 days ago
Resolved
Zoho Desk

Requests with a clear status

Your clients raise requests right in the portal and always see the progress. Your team has every ticket in one place, nothing gets lost in individual inboxes.

  • Requests instead of scattered emails
  • Status visible to the client
  • Automatic routing in the team
How it works

Your own portal in four steps.

  1. 01

    Invite

    You invite your clients from Zoho with one click.

  2. 02

    Sign in

    Your client signs in with email and password, no Zoho account.

  3. 03

    Self-serve

    Status, invoices, documents and requests in one place.

  4. 04

    Relieve

    Fewer questions for your team, faster payments.

Under your brand and optionally under your own subdomain.

Security & GDPR

Client data, cleanly separated and protected.

  • Each sees only their data

    Strict tenant isolation: each client sees only their own projects, invoices and documents. We define the permissions together with you.

  • No Zoho account for clients

    Your clients sign in with email and password. The portal carries your branding, not Zoho’s.

  • EU hosting, GDPR-compliant

    On request in Zoho’s EU data centres. Your data stays within the European legal area.

  • Straight from Zoho, no copy

    The portal reads live from Zoho CRM, Books, Projects and WorkDrive. No second database, no double entry.

Our approach

How we build your client portal on Zoho One

We get into your client communication and see ourselves as a long-term development partner. Here are the four phases.

  1. 01

    Analysis

    We look at which information your clients ask for most and which processes fit the portal.

  2. 02

    Concept

    We design the portal in Zoho One and plan modules, permissions and branding (business process mapping).

  3. 03

    Build

    Setup, styling in your brand, connecting invoices, documents and support, migrating your client data.

  4. 04

    Support

    Training your team, inviting your clients into the portal and ongoing support so the portal gets adopted.

FAQ

Common questions about the client portal.

Do our clients need to create a Zoho account?

No. Your clients receive an invitation and sign in with email and password, without any Zoho account of their own. The portal carries your branding, not Zoho’s.

Can we run the portal in our own design and under our domain?

Yes. We set logo, colours and text to your brand, and the portal can run under your own subdomain. To your clients it feels like your portal.

Can clients pay invoices directly in the portal?

Yes. Through the connection to Zoho Books clients see their invoices and pay online. The payment status updates automatically, you don’t have to record anything.

Do our clients only see their own data?

Yes. Each client sees only their own projects, invoices and documents. We define permissions and visibility together with you.

Can the portal connect to our existing Zoho apps?

That is exactly what it is built for. The portal reads directly from your data in Zoho CRM, Books, Projects and WorkDrive. What your team maintains, your clients see without double entry.

How long does setup take?

Depending on scope, typically a few weeks. After our first meeting we give you a rough estimate, after the requirements meeting a realistic one for your case.

What does Zoho One cost?

Zoho One costs 37 € per employee per month on an annual plan, or 45 € per employee when paying monthly. That includes all 50+ Zoho apps, including the building blocks for your client portal. Which option fits you, we show you in the consultation.

Where is the data stored?

On request in Zoho’s EU data centres, GDPR-compliant. Your client data stays within the European legal area.

Do our clients use the portal on mobile too?

Yes. The portal is optimised for phone and tablet. Your clients reach status, invoices and documents from anywhere.

Contact

Ready to give your clients their own portal?

Let us find out in a free Zoho system review which answers your clients could find themselves from now on. No obligation, concrete and tailored to your workflows. As an authorised Zoho partner we support you from setup to day-to-day operation.

● Free system review · no obligation

We use your details only for the call. No spam.