ZPortals allows you to create a custom web portal for your clients, vendors or other stakeholders and customize the UI to match your website branding. The customizable portal supports integrations with 10+ Zoho apps and allows you to pick and choose what data to show in the portal. Easily create different users profiles and permissions to allow portals users to interact with your Zoho data securely.
Key Features:
Create a unified customer portal for Zoho One
Fully customizable with 6 base themes and ability to edit the css and javascript
Single Sign-on capabilities with WordPress
Mobile friendly
Visit Zportals.com to sign up for a trial where you can install the portal builder on your WordPress website to set up your portal. This extension will then allow you to manage user provisioning and permissions for clients using the portal directly from the CRM.
We love the user-friendly, mobile-friendly portal, simplifying tasks even for the tech-averse. Automated data entry and organized safety forms in Zoho WorkDrive eliminated errors and optimized workflows, boosting efficiency and leaving everyone happier.
This is an AMAZING plugin and I HIGHLY recommend it for anyone looking to implement a client portal based on Zoho products. It is heaps better than the built in portal in Zoho
This is exactly what we've been looking for! A universal portal that we can invite our users to and allow them to view their data and send us their documents. The support that I've received has been top notch as well. Highly recommend it to anyone wanting to build a fully customizable client portal.
Zportals technicians helped us solve a very difficult problem creating passwords for nearly 600 of our neighborhood association members and activating their Zportal member portals. This saved us a huge amount of time and customer frustration. Their fees were fair and their work was precise and timely. They responded rapidly to our questions, helped us resolve a handful of problems with a few of our customers and finished their work well ahead of the completion date they originally quoted. We are extremely pleased with the quality of their work and their professionalism. We recommend them highly.
Hello. Can you please provide more details as I do not see that your name or email is in our system?
We do encourage users to contact us when questions or issues arise during configuration. You can reach us at support@zportals.com or simply schedule a demo with us to discuss our product https://zportals.com/book-demo. It is important to ensure it is a good fit before installing the extension in the CRM or the plugin in WordPress.
These guys rock! Amazing product that does exactly what I need and their support is the best a customer could wish for. If you're looking for a portal solution and you have a WordPress website, this is the way to go. Many thanks!
We did not extend the trial phase. Anyhow, we got charged for several months and got a first invoice this week. No way to cancel in the app. Very strange. Very disappointing.
Hello Marcel. The trial is for 30 days and then converts automatically to the paid version. Anyone in the trial will receive emails notifying them that the trial will be expiring soon. Please always reach out to support@zportals.com for questions, cancelation requests and any other concerns about our plugin and we will be happy to help.
Paid for the product for a few months before I gave up. I'm still not sure what the product actually is, does or looks like. Spoke with support and they said they understand my issue and are still building the portal. Not sure why there's a fee if this is the case. The demo video itself doesn't help outside of setup. Never seen the actual customer facing front end. I'm so confused by this!
Hello Erica! We are sorry to see that you were confused by our product. We encourage you to schedule a demo with us here: https://zportals.com/book-demo. You can also log in to our various demo sites to see the frontend user experience from the “Browse Example Portals” on our website: https://zportals.com/. We provide read-only credentials right on that page!
To summarize, our solution is a client portal that displays Zoho data from Zoho CRM, Zoho Desk, Zoho Books, Zoho Sign, Zoho Workdrive, Zoho Vault, Zoho Subscriptions and Zoho Inventory on any WordPress website. Our CRM marketplace extension enables the admin to invite users directly from the Contact record within the CRM.
The portal is a place where your users can login and interact directly with your CRM data and related Zoho apps. Your users can login and update their client information, view and pay Zoho Books invoices, upload and download documents, to name a few.
Some examples of ZPortals’ use cases for clients are:
-Upload and download documents (WorkDrive) -Submit a trouble ticket (Desk) -Update personal information (CRM) -Pay an invoice (Books) -View signed documents (Sign) -Share passwords (Vault)
While ZPortals is a product that can be self-implemented, we recommend that users having trouble come to us for help.
The plugin has been in use by subscribers for over three years but we are always making improvements. Please reach and chat with us on our site or email us at support@zportals.com.
Z Portals is an excellent plugin and is perfect if you need a portal that goes beyond what Zoho offers in Books. The integrations are great and it is very customizable.
There is nothing like this available that I could find unless you wanted to build from the ground up.
Excellent service as well... Marina and Vanessa are great and willing to help with all of your questions. I was able to get immediate answers when I was having trouble figuring out how to configure the portal in the beginning.
The Z Portals plug in solves an important need for my business, without requiring any coding, which is great. They've been extremely helpful getting us setup and have been awesome to deal with. Sounds like they are continually iterating also, and I'm looking forward to some great new features down the road. Thanks for a great product and for the support!
Seemed like really good people - saw John on the crmzen show... but the product doesn't actually work - Like there is no portal to access... the entire product doesn't actually work. At all. They will not let you know that, and keep taking your money. We invested many hours, even deleting everything and reinstalling multiple times. Paid a few monthly fees, kept thinking we must be doing something wrong. Finally opened a support ticket with them.
Reply from Marina was, it's a known bug and we are working to correct it in the next couple of weeks.
I asked why they would sell me a product that doesn't work and keep taking my monthly fees.
Reply was, Understood. I'll bring the feedback to the team.
Have the screenshots should zoho or anyone wish to review.
Seth, I am sorry you had a frustrating experience with the plugin. This conflict is a fringe case affecting less than 5 of our customers who all use a particular page builder in WordPress, this is not a universal problem. We actively work to ensure our plugin works across all WordPress Themes and page builders and unfortunately some third party updates cause conflicts out of our control. We do our best to patch these conflicts by our next version release. We can work with you to expedite the patch or are happy to provide a refund since it was incompatible with your WordPress setup.
Would love a refund and would be happy to reevaluate when the extension works and is ready to be released to the public. I'm pretty sure we had installed your software on a clean install of WP, and yet, we would have been more than happy to disable any conflicting plugin as we just turned on that WP for your product. Either way, it occurs to me these are things that an extra few seconds of keystrokes from your support desk / customer service could communicate and probably save a customer and the negative report to zoho. in the absence of this, it really appears as a scam. we pay you, extension doesn't work, help desk acknowledges it doesn't work, accepts closing the account after taking our money, doesn't say it's a subset of people...no refund offer... just acknowledges the extension doesn't work and closes the help ticket, keeps our money, nothing else.
Hello Alberto! ZPortals has improved in functionality and the issue described in this comment was resolved and a refund was issued. We offer a 14 day free trial and free support. In terms of a guarantee, factors that determine the success of the configuration can be affected by your Zoho ecosystem and WordPress. We oftentimes recommend creating a separate WordPress subdomain to mitigate potential conflicts with other plugins. Please feel free to reach out to our support team at support@zportals.com with additional questions and concerns.
This is an amazing extension and WordPress plugin. It truly gives you a robust portal, with deep integration into Zoho CRM, Books, Projects, and much more. If I could give this 6 stars I would.
ZPortals is an app that allows you to create a unified client portal for Zoho One. The app supports integrations with CRM, Desk, Books, Inventory, Subscriptions, Work Drive, Vault, Sign, and Analytics. The app allows you to completely customize the look and feel of your portal to match your website and support various use cases from customer support to vendors to third party stakeholders who may need access to data housed in Zoho.
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Hello,
I would recommend you to try ZPortals Web Portals for Zoho. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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We do encourage users to contact us when questions or issues arise during configuration. You can reach us at support@zportals.com or simply schedule a demo with us to discuss our product https://zportals.com/book-demo. It is important to ensure it is a good fit before installing the extension in the CRM or the plugin in WordPress.