Customer Portal from Zoho CRM

CRM App Development
Customer Portal - Multiple Zoho Apps

Task

Create a platform for customers to have a single point of access to information, products, services they need

Solution

Online customer portals are secure application gateways designed to provide customers, vendors, and partners with a single point of access to the products, services, and information they need.

This may include account and payment information, account history, usage information, downloadable digital files, access to customer support and so much more.

A customer portal is a private and secure platform that usually requires log-on. It is available 24/7, 365 days a year on a desktop, laptop or any mobile device.

We can setup a custom self-service customer portal according to how your business operates and what you want to offer to your customers. We can integrate the information and services from different Zoho applications into one customer portal. This may include but not limited to:

  • Managing account information
  • Creating and tracking support tickets
  • Sharing policies and documents
  • Managing purchase orders and tracking order deliveries
  • Arranging online payments
  • Looking up current and historic quotes and invoices
  • Sharing detailed FAQ information
  • Viewing reports and analytics
Customer Portal - Multiple Zoho Apps

Features

  • One place for everything
  • Integrate multiple Zoho apps
  • On demand customer support
  • Fully customisable
  • Control access and permissions
  • Conveniently accessible

Besides the value of driving down costs, a customer portal is also a key productivity tool, good user experience with a personal touch and a sense of belonging in your company. This also helps to strengthen the customer relationship and provides a transparent, secure and open forum for collaboration.

Online customer portals have built-in authentication and security mechanisms in place, so once your portal is set up, clients can simply sign up and log in—it’s that easy!

This online customer portal is definitely a must-have today and will be more important in the future. It will greatly help your business, your employees and most importantly your customers.

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