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Connect the apps you already use

Seven Zoho apps sync into SecureSync today, with more platforms on the way. Each one feeds your client portals, reports and backups.

  • Zoho CRM
  • Zoho Books
  • Zoho Billing
  • Zoho Desk
  • Zoho Sign
  • Zoho WorkDrive
  • Zoho Projects
Active Syncs: Zoho CRM, Books, Desk and Projects connected, with the modules each keeps in sync, all running

Seven Zoho apps, synced both ways

What each app brings in, and what your clients can do with it in the portal.

Zoho CRM

Accounts, contacts, deals and any custom module, shown to each client according to the account or contact they're linked to.

What clients can do
  • See their account, contacts and other records, with the fields you choose
  • Update their own details, and add or edit linked records like dependents or contacts
  • Fill in forms that create new records, asking only what applies to them
  • Filter lists, save the views they use and export to CSV
  • Switch between the companies they're linked to, with one login

Zoho Books

Invoices, estimates and payments, so clients see what they owe and what they've paid.

What clients can do
  • Open any invoice in the portal and download the PDF
  • Pay open invoices online
  • See what's due, what's overdue and what's already paid
  • View their estimates

Zoho Billing (formerly Zoho Subscriptions)

Subscriptions, plans and billing history for clients on a recurring plan.

What clients can do
  • See each subscription, its price and next billing date
  • Sign up for a new plan or switch to a different one
  • Update the card on file
  • Cancel or reactivate a subscription

Zoho Desk

Support tickets and their replies, so a client can follow a case without digging through email.

What clients can do
  • Raise a new ticket from the portal
  • Follow the thread and reply without an email chain
  • See the status of every ticket they've opened

Zoho Sign

Documents waiting for a signature and the ones already signed.

What clients can do
  • See which documents are waiting for them
  • Open documents to sign straight from the portal
  • Find everything they've already signed

Zoho WorkDrive

Folders and files shared with each client, kept in their own folder.

What clients can do
  • Browse the files shared with them, and nobody else's
  • Preview PDFs, images, video and Office files in the browser
  • Upload files that land in the right folder in WorkDrive
  • Download what they need

Zoho Projects

Projects, milestones and tasks, so a client can see where the work has got to.

What clients can do
  • See each project's status, progress and due date
  • Follow the tasks and milestones you choose to share
  • Add a task or report a bug
  • Comment on tasks, attach files and get notified when they're mentioned

Using another system?

We can bring its data in through a migration, and look at connecting it directly. Tell us what you use.

Ask us

You choose what syncs

For each app, pick the modules and fields you want in SecureSync. Only what you choose is synced, and you can change it at any time.

  • Choose the modules each app brings in, including your custom modules
  • Tick the fields you need; the ones your pages use are kept for you
  • Changes sync both ways in real time
  • Our team sets it up with you
Editing what Zoho CRM syncs: the chosen modules on the left and the Contacts fields to tick on the right, with required fields and fields in use marked

Three more, embedded on any page

Shown inside your portal pages. They don't count towards your connected app limit.

Zoho Forms

Collect intake forms and applications inside the portal.

Zoho Bookings

Let clients book a meeting without leaving the portal.

Zoho Analytics

Show a Zoho Analytics dashboard on any portal page.

Beyond Zoho

More platforms are on the way, and there are ways to bring in the rest today.

In development

  • QuickBooksAccounting
  • HubSpotCRM
  • SalesforceCRM
  • ZendeskSupport desk
  • SharePointFiles

Need one of these, or one that isn't listed? Tell us and we'll look at bringing it forward.

The SecureSync API

Your developers can connect any other app through the API. Included on Professional and Enterprise.

Ask for the documentation

Data migrations

Moving from another system? We move your data from any system to any other, as a service we run today.

See Data migrations

Connect your Zoho account in a demo

We'll build a portal page on your own data while you watch, or start a 7-day free trial with no credit card needed.

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