Thanks for installing the Client Portal Extension for Zoho. The next step is to get the Plugin installed on your WordPress website. Please use coupon code: ZMPWPP to waive the setup fee and select a plan below. You can get started with the free version and upgrade to a paid version if you need additional API calls. Once you have singed up you will receive an email with your license key and the download link for the plugin. Please schedule a call with us using the link at the top of the screen if you would like any clarifications.
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.