Zoho Client Portal for WordPress
Zoho’s Client Portal for WordPress allows clients to seamlessly manage their portal while creating a more professional appearance. The Client Portal for WordPress allows you to create a custom client portal for each one of your clients directly within your WordPress site.
Communication is key for any organization
The portal utilizes data directly from Zoho applications and allows you to pick and choose which Zoho apps are visible on your website, customizing the appearance to look exactly how you want. It also features different view and edit permissions along with various data types allowing your customers to be better informed and up to date with current information. Communication is key for any organization, and now you can do it with the most efficiency and professionalism using Zoho Client Portal for WordPress.
- 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
• 250 API Calls/Mo
Don’t forget to install the Zoho CRM extension here.
Do you need a custom client portal?
Client Portal WordPress Plugin FAQs
What version of WordPress will the plugin work with?
Version 4.9.10 and above.
Which version of PHP will the WordPress plugin work with?
It requires PHP 5.6 or newer.
What’s the best practice setup for installation of the plugin?
To ensure there are no plugin conflicts, we recommend that you create a subdomain and install a new instance of WordPress.
How do I get started with the installation?
Subscribe to the package of your choice. You will receive an email with your product license and a download link for the WordPress plugin. Upload the plugin and then go to the Instructions tab within the plugin. Follow the instructions listed there to get started.
Which Zoho One Apps are available?
CRM, Books, Project, Vault, Subscriptions, Desk.
Where is the account image located?
The image will be the image that is uploaded under Account.
Which vault secrets can a user access?
Go into user management and define which secrets the user can access.
Do I need to have an autoresponder to a ticket?
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.