Tailored for Success,
Built on Zoho
Unlock seamless customer experience with portals from CRMOZ
What are the customer portals?
Customer portals are secure online platforms that allow businesses to provide customers with easy access to services, data, and support. They enable self-service, letting customers view orders, make payments, and track progress without needing direct contact with customer service. These portals are useful in fields like finance, healthcare, education, retail, logistics, and legal services, where clients, patients, or partners need access to specific information or services in a controlled and efficient manner.
Our Portal Solutions
Zoho CRM Portal
- Create digital catalogues from CRM data
- Customize portals to replicate your business
- Control access permissions for records
- Portal works on an invite-only platform
- Portal users can set personal passwords
Zoho Creator Portal
- One place for everything
- From business websites to PWAs
- Up-to-date customers
- Integration capabilities
- Granular access control
Custom portal
- Improved User Experience (UX)
- Scalable performance to grow with your needs
- Affordable and flexible solutions
- Simple integrations with existing systems
- Full control and ownership of your data
🛠️ CRM-Based Portals (Zoho CRM as Backend)
Zoho CRM Portal: Empowering Self-Service for Clients, Vendors, and Partners
- Zoho CRM portals allow customers, vendors, and partners to manage their own data with customizable access. Create digital catalogs, let clients place orders, and update contact details. Vendors can track orders, while partners can manage leads and collaborate on deals.
- With secure, password-protected access, you control who sees what and can adjust permissions anytime. Zoho CRM portals streamline communication, enhance collaboration, and boost efficiency across your business.
🖥️ Zoho Creator-Based Portals
Zoho Creator Portal: Boost Client Satisfaction with Personalized Portals
- Create secure, customized customer portals with Zoho Creator, offering a centralized access point to your services and data. With built-in authentication and granular access control, provide users with a personalized experience, allowing them to manage orders, payments, and support requests.
- Zoho Creator portals are accessible across all devices and fully customizable to match your brand. Whether for customers, students, or vendors, these portals streamline communication, enhance engagement, and ensure a seamless experience.
Choose Privacy with CRMOZ
🔧 Can't find what you need?
Fully Custom Portals (Vue.js + Laravel) - Just Contact US!
- Create fully customized portals to fit your specific business needs. With Zoho's Custom Portal, you gain a user-friendly interface, enhanced security, and complete control over your data. Whether you need portals for clients, employees, vendors, or a social platform, this solution is scalable, secure, and flexible, offering seamless integration with your existing systems.
- Designed for growth, Zoho’s Custom Portals can be personalized for any business—be it a membership system, booking platform, or training portal. Deliver superior experiences, manage data efficiently, and maintain full ownership of your portal for maximum control.
Industries That We Serve + Use Cases
Finance 💲
Description:
View outstanding invoices and make payments
View and download statement of accounts
Clients can securely access financial reports, track their investment progress, and submit necessary documents through a centralized portal.
Logistics ✈️
Description:
Real-time shipment tracking portals that enhance logistics and supply chain management.
Use Case:
Clients track shipments, view delivery status, and receive notifications regarding the status of their orders in a secure, real-time environment.
Healthcare ❤️🩹
Description:
Patient portals for intake, scheduling, and accessing healthcare services and medical records.
Use Case:
Patients can complete intake forms, book appointments, access test results, and communicate with healthcare providers through a secure portal.
Education 🎒
Description:
Student and parent portals for streamlined access to academic information and school communications.
Use Case:
Parents can monitor academic performance, access school updates, and make payments, while students can view assignments, grades, and schedules.
Legal ⚖️
Description:
Document and case management portals for legal clients to access case information and track progress.
Use Case:
Clients can upload legal documents, review case milestones, and receive real-time updates on case status, facilitating efficient communication with legal teams.
Retail 🛒
Description:
Customer portals for order tracking, service history, and personalized retail experiences.
Use Case:
Customers can view their purchase history, track orders, download invoices, and request returns or exchanges through an integrated portal.
45-days journey to deploy your customer portal
What's Next?
Ready to create a portal that works for your business?
Without any hesitations, Book a free Consultation to see the potential grow in your field
Voice of Our Happy Clients
James K.
Michael
- Healthcare Operations Director
Seamless Zoho integration and beautiful UI - highly recommended.
If you want to implement a CRM, Creator, or custom-based portal, simply write to us, and we'll help you with everything your business needs
