One login for your clients.
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.
Zoho CRM
Zoho Desk
Zoho Books
Zoho Projects
Zoho WorkDrive
Zoho Sign
Everything in one place.
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.
- 01 InviteYou invite your clients from Zoho with one click.
- 02 Sign inYour client signs in with email and password, no Zoho account.
- 03 Self-serveStatus, invoices, documents and requests in one place.
- 04 RelieveFewer questions for your team, faster payments.
Under your brand and optionally under your own subdomain.
Client data, cleanly separated and protected.
- 01
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.
- 02
No Zoho account for clients
Your clients sign in with email and password. The portal carries your branding, not Zoho’s.
- 03
EU hosting, GDPR-compliant
On request in Zoho’s EU data centres. Your data stays within the European legal area.
- 04
Straight from Zoho, no copy
The portal reads live from Zoho CRM, Books, Projects and WorkDrive. No second database, no double entry.
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.
- 01 Analysis
We look at which information your clients ask for most and which processes fit the portal.
- 02 Concept
We design the portal in Zoho One and plan modules, permissions and branding (business process mapping).
- 03 Build
Setup, styling in your brand, connecting invoices, documents and support, migrating your client data.
- 04 Support
Training your team, inviting your clients into the portal and ongoing support so the portal gets adopted.
Common questions about the client portal.
9 questions
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.
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
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