Streamlined communication is the key to organizational growth and success. The WordPress Client Portal’s integration with various Zoho applications provides you with the ability to make the communication seamless along with providing centralized information.
Zoho CRM
Allow your customers to see and manage specific information you have stored about them in your CRM. For example, through the portal customers can update their address or contact details and any other information which is needed for successful collaboration with your organization.
Zoho Books
Through the integration of Zoho Books with the WordPress Client Portal, your customers can see all of the estimates you’ve issued and pay outstanding invoices in a secure way.
Zoho Desk
Make customer communication more efficient through integration with Zoho Desk. Let your clients access your support portal on your website to submit new requests and check progress of existing ones.
Zoho Projects
Integrating Zoho Projects with the WordPress Client Portal gives users the ability to view their projects, milestones and tasks right from within the client portal.