Zoho Client Portal for WordPress
As our world changes and we are forced to accelerate digital transformation, organizations are increasingly in need of more efficient means of communicating with clients remotely. Zoho’s ecosystem of business applications can optimize your business’s move to the cloud; Catalyst Connect’s Client Portal Plugin for Zoho compliments this ecosystem by allowing you to securely share relevant Zoho data with your clients through your WordPress website. With our Client Portal Plugin for Zoho you can improve your customers’ experience and boost their company loyalty by creating a customized front-end website for your clients that fully integrates with Zoho data across Zoho CRM, Zoho Books, Zoho Desk, Zoho Subscriptions, Zoho Sign, Zoho Vault, Zoho Projects, Zoho Workdrive, Zoho Inventory and Google Maps.
Communication is Key for Any Organization
Our Client Portal Plugin for Zoho 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. So much functionality in one secure platform will make customer communication more efficient and streamline your business processes.
• 250 API Calls/Mo
• 1000 API Calls/Mo
• 2500 API Calls/Mo
• 7500 API Calls/Mo
• 25k API Calls/Mo
- WordPress v4.9 or later
- PHP v5.6
- MySQL v5.6 and above
- server must run on Apache, not NGinX
- 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.
Custom Client Portal FAQs
Do you already own our Zoho Client Portal solution and you’re not sure where to start from, or simply have some questions about it?
Take a look at what we can do for your business
Zoho CRM Client Portal
Zoho CRM Client Portal 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 Client Portal
Zoho Subscription Portal 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 Client Portal
Zoho Vault integration 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 Client Portal
Zoho Desk Client Portal 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 Client Portal
Zoho Books Client Portal 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 Client Portal
Zoho Sign Client Portal allows clients to upload documents and send them out to be electronically signed, making it efficient to keep track and manage multiple documents simultaneously.