With just a click of a button, 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.
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.
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.
Key Features:
Instantly create document and data collection client portals directly from Zoho CRM (using buttons, workflow rules, or Blueprint transitions).
Create unlimited portal templates for each client, lead, vendor, or deal type for ultimate customization,
Automatically request, chase, accept, reject, and track client documents and online form requests.
Streamline your business operations by harnessing the power of automation within Zoho CRM.
Greg has been fantastic throughout the onboarding process. I had three video calls with him, and he was incredibly helpful, nothing was too much trouble. He patiently answered all my questions, taught me how to navigate the system, and resolved any issues quickly and with a great attitude. ZE Portal has truly been a game changer for us, drastically reducing our customer follow-up time and our team's admin load. Both our customers and team love it. I would highly recommend to all! :)
Working with Greg from ZE Portals has been a game-changer for my startup business. His high-speed support and quick understanding of my needs is really refreshing and he has consistently impressed me as he goes beyond what is required every time we interact. Greg's thorough knowledge of both his own product and the Zoho ecosystem has made him an invaluable partner. He not only listens well but also thinks beyond what I'm asking, offering additional insights based on his experience. Friendly, helpful, and always ready to assist, Greg's personality and expertise make him a great source of help and an essential partner for anyone looking to set their business up for success. I couldn't recommend ZE Portals more highly and love the product!
The Client Portal has been amazing for my Mortgage Business as I usually would spend hours if not days chasing my clients for their documents which is now done automatically every 3 days. Being able to Approve or Decline documents is also a really useful feature I use all the time.
ZE Partner, is your one-stop solution for all your Zoho needs.
As a leading expert in the Zoho ecosystem, we specialize in helping businesses like yours optimize their operations and unleash the full potential of Zoho's suite of cloud-based software solutions.
Our team of highly skilled professionals is dedicated to delivering exceptional services that drive growth and efficiency for businesses of all sizes. Whether you're a small startup looking to streamline your sales processes or a large enterprise in need of custom Zoho extensions, we have the expertise to meet your unique requirements.
Reasons to use ZE Partner Extensions:
1. Unparalleled Zoho Expertise: We possess extensive knowledge and experience across a wide range of Zoho applications, including Zoho CRM, Zoho Books, Zoho Creator, Zoho Desk, Zoho Forms, Zoho Workdrive, Zoho Sign, and more. We stay up-to-date with the latest advancements in the Zoho ecosystem to provide you with cutting-edge solutions that give you a competitive edge.
2. Tailored Solutions for Your Business: We understand that every business has unique requirements. Our team takes the time to understand your specific challenges and goals, allowing us to design customized Zoho solutions that align perfectly with your business processes.
3. High Quality Zoho Extensions: Our skilled Zoho developers excel in creating custom-built Zoho Extensions that extend the capabilities of your Zoho applications. Whether you need automated workflows, custom integrations, or enhanced reporting functionalities, we can develop tailored solutions that enhance your Zoho experience and help you achieve your business objectives.
4. Proven Track Record: We have a successful track record of delivering exceptional Zoho solutions to clients across various industries. Our satisfied clients trust us to deliver high-quality services that drive tangible results. Check out our testimonials to see how we've helped businesses like yours achieve operational excellence and growth.
5. Customer-Centric Approach: At ZE Partner, our clients' satisfaction is our top priority. We believe in building long-term partnerships based on trust, transparency, and effective communication. Our team is dedicated to providing responsive support, timely project delivery, and a seamless customer experience throughout our engagement.
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I would recommend you to try ZE Portal - Client Portals for Zoho CRM. It would add a lot more value to your CRM account.
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