Questions, answered

SecureSync brings the apps your business runs on, such as your CRM, billing, support desk, projects and files, into one place and keeps them in sync. From there you can give each client a portal built by AI, where they see and update only their own records; report across every app; and keep a daily backup you can restore from. It's live with Zoho today, with more platforms on the way.

Seven Zoho apps sync into your portal: CRM, Books, Billing (formerly Subscriptions), Desk, Sign, WorkDrive and Projects. Zoho Forms, Bookings and Analytics can be embedded on any portal page, and embedded apps don't count towards your connected app limit. QuickBooks, HubSpot, Salesforce, Zendesk and SharePoint are in development. See all integrations.

Yes, so ask us. We can move data from any system into your Zoho apps, from where it syncs into SecureSync like everything else, and tell us which system you use so we can look at connecting it directly. On Professional and Enterprise, your developers can also connect it through the SecureSync API. Tell us about your system.

Zoho's portals are built one app at a time: CRM, Books and Desk each have their own, with a separate login and limited control over layout and permissions. Zoho Creator can join your apps up, but someone has to design, code and maintain the app, its sync and its permissions, and keep doing so as your business changes. SecureSync gives you all of that ready to use:

• One login for CRM, Books, Billing, Desk, Sign, WorkDrive and Projects, under your own brand and domain.
• Records linked across apps, so each client sees their invoices, tickets, projects and files together, and only theirs.
• Pages built by describing them, with control over every field and section each type of client sees.
• Clients update their records, reply to tickets, upload files, pay invoices and sign documents, and every change goes back to Zoho in real time.
• Reports across all your apps, shared into the portal with each client's own rows.
• An AI client assistant that answers from each client's own records, and daily backups you can restore from.
• Our team sets it up with you and stays on hand for as long as you use SecureSync, on every plan.

Yes. Click around three example portals, built for a tax and accounting firm, a marketing agency and an IT services firm. Each one uses the same building blocks your own portal would, and nothing you do in them is saved or sent. Open the tax and accounting portal.

You get 7 days free, with no credit card needed. Connect your apps, build a portal and invite your first clients. Reports, Backups and Canvas Studio are switched on from day one; during the trial, Canvas Studio is limited to one canvas. Want to try the AI client assistant too? Just ask us to switch it on.

Your account is paused until you choose a plan, and nothing is charged automatically. Everything you set up, including your connections, portals, pages and reports, is kept for 3 months, so you can pick up where you left off. Need a little longer to decide? Ask us and we can extend your trial.

No. You describe pages in plain language and the AI page builder creates them. Setup, onboarding and ongoing help from our team are included on every plan, for as long as you use SecureSync.

Yes. If your data is already in Zoho there's nothing to export: we connect SecureSync to the same Zoho account and rebuild your pages with the AI page builder. We'll also help you move your existing portal users over from whichever system you use now. Moving data from another system, such as QuickBooks to Zoho Books or one CRM to another? We can run the full migration for you or support your team through it. See Data migrations.

No. Each portal user is linked to their own contact and account records. Every list, report, file and AI client assistant answer is filtered to those records. You decide what each type of client can see, down to individual fields, and each SecureSync customer gets its own database.

Your clients' data is the reason SecureSync exists, so security is built into every layer of it:

• A database of your own: each SecureSync customer gets a dedicated database, and no business data is ever shared between customers.
• Encryption everywhere: data is encrypted in transit with TLS 1.2 or higher, and at rest with AES-256, including files.
• Strong sign-in: two-factor sign-in with an authenticator app or email code, which you can require for a portal, plus single sign-on. Clients can also sign in with Google, Microsoft or Apple.
• Passwords are only ever stored as salted, one-way hashes.
• Zoho is connected through OAuth, so SecureSync never sees your Zoho password, and your connection tokens stay in your own database.
• Access is checked on every request, so each client reaches only the records they're linked to.
• A full audit log of sign-ins, record views and changes, which you can export.
• The AI page builder sees your field names, never your records' values.

Email security@securesync.ai for our security whitepaper and Data Processing Agreement.

In real time. When a record changes in Zoho, your portal, reports and AI client assistant show the change straight away, and anything a client changes in the portal is written back to Zoho in real time too.

Both, where you allow it. Clients can edit their details, add and edit linked records, raise and reply to tickets, upload files and sign documents. Changes are written back to your apps and recorded in the audit log.

Yes. Pay opens Zoho's secure payment page for that invoice, using the payment gateway you've set up in Zoho Books. Sign opens the document in Zoho Sign. The portal shows the new status as soon as Zoho records it.

Yes, on every plan. Use your logo, colours, light and dark themes and your own domain, such as portal.yourcompany.com.

You type what a page should show, for example "each client's open invoices and what they owe", and the builder creates it from your synced fields. You see it in a live preview, can undo any step and publish when it looks right. It's included on every plan.

The AI page builder is for your team: you describe a page and it builds it. The AI client assistant is for your clients: a chat inside the portal, shown under your own brand, where they ask things like "what do I owe?" or "which tasks are waiting on me?" and get answers from their own records, with links to each invoice, task or ticket. It only sees what that client is allowed to see. The builder is included on every plan. The client assistant is included on Professional and Enterprise and is a $100/mo add-on on Standard.

Canvas Studio is SecureSync's designer for the record pages your team sees inside Zoho CRM, such as a deal or account page. It isn't Zoho's own Canvas tool. Start from a page built from your fields and related lists, change it by hand or by describing what you want, preview it on one of your real records and publish it to the CRM profiles you choose. It doesn't build portal pages: that's the AI page builder. Canvas Studio is an add-on, always included on Enterprise and, for a limited time, included on every plan. See Canvas Studio.

No. SecureSync's AI runs on enterprise AI models within our cloud provider's infrastructure, not a public AI service. Nothing sent to it is used to train models or shared with anyone else. The AI page builder sees your field names and the page you're working on, never your records' values, and its previews use sample data. The AI client assistant only reads the records that client is allowed to see.

One report can combine data from all your connected apps, such as invoices, deals, hours and tickets, matched to each client. Start from one of twenty templates, describe the report in a sentence, or pick the fields and filters yourself. Share it to a portal and choose which records each type of client sees; if a client's records can't be worked out, the report shows them nothing. Clients can filter, open the record behind a row and save their view, and you can email scheduled CSV, XLSX or PDF copies. Reports is an add-on, always included on Enterprise and, for a limited time, included on every plan. See Reports.

SecureSync takes a daily copy of every app you connect. You can restore a single record, a whole module or an entire app back into Zoho, or export it instead, and every restore is logged. Backups is an add-on, always included on Enterprise and, for a limited time, included on every plan.

Not at the moment. Each add-on runs on a SecureSync plan, so you'll need one of the plans to use it. For a limited time, Reports, Canvas Studio and Backups are included on every plan at no extra cost.

Plans start at $249/month for one portal, two connected apps, 500 portal users and 100,000 records, with the AI page builder and our team's help included. Reports, Canvas Studio and Backups are add-ons: always included on Enterprise and, for a limited time, included on every plan. The AI client assistant is included on Professional and Enterprise and costs $100/month on Standard. SSO/SAML is included on Enterprise and costs $100/month on Standard and Professional. Extra portals, apps, users and records are add-ons you can turn on as you grow.

Yes. Pay yearly and you save 15% on your plan and on every add-on.

Yes, if you sign up before December 31, 2026. Customers who join by then keep Reports, Backups and Canvas Studio included on their plan at no extra cost. They're always included on Enterprise.

Each record SecureSync syncs from your apps counts once, such as a CRM contact, account or deal, an invoice, a sales order or a ticket. Line items, files and ticket replies don't count separately.

Standard includes 500 portal users, Professional 5,000 and Enterprise 10,000 and up. Each extra 500 users is $50/month.

Yes. Cancel from your account settings or email support@securesync.ai before your renewal date. Monthly and annual plans renew automatically until you cancel. Your plan stays active until the end of the period you've paid for. We don't refund partial periods, including when you downgrade or remove users partway through. Read the full terms.

Your records always stay in your own apps, so cancelling never touches them. If your subscription ends, we keep your SecureSync data, such as your portals, pages, reports and backups, for up to 3 months in case you decide to renew. If you delete your account, everything is deleted straight away.

HIPAA configuration and a BAA are available on Enterprise. Our SOC 2 Type II audit is in progress.