ZOHO CLIENT PORTAL
FOR WORDPRESS

ZOHO CLIENT PORTAL
FOR WORDPRESS

ABOUT ZOHO CLIENT PORTAL

Catalyst Connect’s Unified Zoho Client Portal Plugin for WordPress fully integrates with Zoho across Zoho CRM, Zoho Books, Zoho Desk, Zoho Subscriptions, Zoho Sign, Zoho Vault, Zoho Projects, Zoho Workdrive, Zoho Inventory and Google Maps. You can easily create a custom client portal directly on your own site and have complete control over the branding and user interface. Watch the video on the left to get an overview of the portal capabilities.

ABOUT ZOHO CLIENT PORTAL

Catalyst Connect’s Unified Zoho Client Portal Plugin for WordPress fully integrates with Zoho across Zoho CRM, Zoho Books, Zoho Desk, Zoho Subscriptions, Zoho Sign, Zoho Vault, Zoho Projects, Zoho Workdrive, Zoho Inventory and Google Maps. You can easily create a custom client portal directly on your own site and have complete control over the branding and user interface. Watch the video on top to get an overview of the portal capabilities.

COMMUNICATION IS KEY FOR ANY ORGANIZATION

Our Zoho Unified Client Portal Plugin for WordPress allows users to have one central place to manage all client data and interactions, including updating account information, managing points of contact, placing and tracking orders, monitoring projects, uploading files, paying invoices, managing subscriptions, submitting support tickets, signing documents electronically, and sharing passwords securely.

STARTER

$9.00/month

 250 API Calls Per Month

BASIC

$49.00/month

 1000 API Calls Per Month

PROFESSIONAL

$99.00/month

 2500 API Calls Per Month

ENTERPRISE

$249.00/month

 7500 API Calls Per Month

ULTIMATE

$499.00/month

 25000 API Calls Per Month

TECHNICAL REQUIREMENTS

WordPress v4.9 or later
PHP v5.6
MySQL v5.6 and above

ZOHO REQUIREMENTS

You must have a paid version of Zoho
Your CRM doesn’t have any duplicate contact records
Any person that is invited to the portal as a user must belong to an account record in Zoho

COMMUNICATION IS KEY FOR
ANY ORGANIZATION

 

Our Zoho Unified Client Portal Plugin for WordPress allows users to have one central place to manage all client data and interactions, including updating account information, managing points of contact, placing and tracking orders, monitoring projects, uploading files, paying invoices, managing subscriptions, submitting support tickets, signing documents electronically, and sharing passwords securely.

STARTER

$9.00/ month

250 API Calls Per Month

BASIC

$49.00/ month

1000 API Calls Per Month

PROFESSIONAL

$99.00/ month

2500 API Calls Per Month

ENTERPRISE

$299.00/ month

7500 API Calls Per Month

ULTIMATE

$499.00/ month

25000 API Calls Per Month

TECHNICAL REQUIREMENTS

 Wordpress v4.9 or later
 PHP v5.6
 MySQL v5.6 and above
 server must run on Apache, not NGinX

ZOHO REQUIREMENTS

 You must have a paid version of Zoho
 Your CRM doesn’t have any duplicate contact records
 Any person that is invited to the portal as a user must belong to an account record in Zoho

DO YOU NEED A
CUSTOM CLIENT PORTAL?

If you’re looking for new and improved ways to communicate with your customers, you need a comprehensive customer portal in order to do so.

DO YOU NEED A
CUSTOM CLIENT PORTAL?

If you’re looking for new and improved ways to communicate with your customers, you need a comprehensive customer portal in order to do so.

WHAT WE OFFER FOR YOUR BUSINESS

Zoho CRM Integration

The Zoho Unified Client Portal Plugin for WordPress features CRM integration which allows you to sync all modules and fields from Zoho CRM to the client portal. Customize the user interface by choosing which modules to sync to the portal and drag and drop the fields to be arranged exactly how you want.

Zoho Subscription Integration

The client portal integration with Zoho Subscription allows you to sync your active Zoho subscriptions directly to the Client Portal to easily manage multiple subscriptions. This feature gives clients the ability to explore new subscriptions and manage payment methods while still accessing their existing subscriptions.

Zoho Vault Integration

The client portal integration with Zoho Vault allows clients to upload login credentials for their organization, making it easier to view the passwords they’ve shared, update credentials, and increase password security.

Zoho Desk Integration

The client portal integration with Zoho Desk allows users to submit tickets, view existing ticket threads and status’, and experience better support to ensure long-term client relationships. Create and build a Knowledge Base for users to access frequently asked questions.

Zoho Books Integration

The client portal integration with Zoho Books will allow users to effectively pay for their invoices and sales orders as well as view retainer balances, review and accept or decline quotes, and display any financial information pertaining to the organization.

Zoho Sign Integration

The client portal integration with Zoho Sign allows clients to upload documents and send them out to be electronically signed, making it efficient to keep track and manage multiple documents simultaneously.

Zoho Projects Integration

The client portal integration with Zoho Projects gives users the ability to view their Projects, Milestones and Tasks right from within the client portal.

Zoho Workdrive Integration

The client portal integration with Zoho Workdrive gives users the option to access or upload new documents to Workdrive directly from within the client portal. Each user will only have access to the contents of their folder making this a secure and fast way of sending or receiving files from the user.

Google Maps Integration

The Google Maps integration allows users to start typing and choose from a verified address list. This can help you achieve better-formatted addresses and improve reporting.

Google Maps Integration

The Google Maps integration allows users to start typing and choose from a verified address list. This can help you achieve better-formatted addresses and improve reporting.

WHAT WE OFFER FOR YOUR BUSINESS

Zoho CRM Integration

The Zoho Unified Client Portal Plugin for WordPress features CRM integration which allows you to sync all modules and fields from Zoho CRM to the client portal. Customize the user interface by choosing which modules to sync to the portal and drag and drop the fields to be arranged exactly how you want.

Zoho Subscription Integration

The client portal integration with Zoho Subscription allows you to sync your active Zoho subscriptions directly to the Client Portal to easily manage multiple subscriptions. This feature gives clients the ability to explore new subscriptions and manage payment methods while still accessing their existing subscriptions.

Zoho Vault Integration

The client portal integration with Zoho Vault allows clients to upload login credentials for their organization, making it easier to view the passwords they’ve shared, update credentials, and increase password security.

Zoho Desk Integration

The client portal integration with Zoho Desk allows users to submit tickets, view existing ticket threads and status’, and experience better support to ensure long-term client relationships. Create and build a Knowledge Base for users to access frequently asked questions.

Zoho Books Integration

The client portal integration with Zoho Books will allow users to effectively pay for their invoices and sales orders as well as view retainer balances, review and accept or decline quotes, and display any financial information pertaining to the organization.

Zoho Sign Integration

The client portal integration with Zoho Sign allows clients to upload documents and send them out to be electronically signed, making it efficient to keep track and manage multiple documents simultaneously.

Zoho Projects Integration

The client portal integration with Zoho Projects gives users the ability to view their Projects, Milestones and Tasks right from within the client portal.

Zoho Workdrive Integration

The client portal integration with Zoho Workdrive gives users the option to access or upload new documents to Workdrive directly from within the client portal. Each user will only have access to the contents of their folder making this a secure and fast way of sending or receiving files from the user.

WHAT’S NEXT?

January 2021
  • Subscriptions
       

    Subscriptions - 

    Ability to cancel a subscription.

  • User
      Types

    User Types - 

    Ability to build user permissions / data sharing around an Account, Contact or Vendor.

  • New
      UI

    New UI - 

    New user interface for all settings in the plugin to account for new options that have been added.

  • Detail
      Editor

    Detail Editor - 

    New page detail editor to allow for more page design flexibility with different content elements.

  • Zoho
      Books

    Zoho Books - 

    We’ll be adding the ability to accept and sign quotes.

Sometime in the Future

IMPRESSED? LET’S GET STARTED

IMPRESSED? LET’S GET STARTED