Projects
From Zoho ProjectsClients see each campaign's status, progress and due date, and the tasks and milestones you choose to share. They can comment on tasks, attach files and get notified when someone mentions them.
Keep every client up to date without writing another status email
Clients follow their campaigns, review work, raise requests and pay their retainer in one place with your brand on it, while your team keeps working in Zoho.
This is one way an agency sets up its portal. Every page is a starting point: add, rename or drop pages with the AI page builder.
Account managers shouldn't be relaying updates
A lot of agency time goes on telling clients where things are, finding the latest version of a file and chasing feedback. When clients can see the project themselves, those conversations get shorter.
Today: Weekly status emails written by hand
With a portal: Clients follow progress from Zoho Projects whenever they like
Today: Feedback spread across email threads and calls
With a portal: Clients comment on the task itself, next to the work
Today: New requests arrive in whoever's inbox the client remembers
With a portal: Requests come in as tickets in Zoho Desk, linked to the client
Today: Final files sent as links that expire
With a portal: Deliverables and brand assets kept in the client's WorkDrive folder
What your clients see
A client's home page: work waiting for their review, open requests and campaign progress.
- See each project's progress and the tasks you choose to share
- Comment on tasks and attach feedback where the work is
- Raise a new request or report an issue as a ticket
- Pay open invoices and download past ones
Client portal: what your clients seeClient portalNew request
HomeBLM
Spring campaign
2 pieces of work waiting for your feedback
Waiting on you2Due Friday
Open requests31 in progress
Balance$4,800Retainer, May
Ready for your review
- Homepage hero, version 3Your review
- Social ads, set 2Your review
- Welcome email templateApproved
The pages in this example
Each page shows information from one of your Zoho apps, filtered to that client.
Requests
From Zoho DeskNew briefs, change requests and small fixes come in as tickets. Your team sees who asked and for which account, and the client follows the reply in the portal.
Files
From Zoho WorkDriveFinal deliverables, brand guidelines and assets live in the client's own folder. They preview and download what they need, and upload files for you in the same place.
Invoices
From Zoho BooksRetainer and project invoices from Zoho Books, with what's due, what's overdue and what's paid. Clients pay online and download any invoice.
How setup works
Our team works through each step with you, and keeps helping afterwards. Included on every plan.
Connect Zoho
Connect Zoho Projects, Desk, WorkDrive and Books, and choose which projects and fields clients should see.
Build the pages
Describe a project page, a requests page and a files page to the AI page builder, then preview each as a client.
Invite your clients
Invite the people you work with at each client. They each see their own company's projects and nothing else.
Questions agencies and studios ask
Can we keep internal tasks hidden from the client?
Yes. You choose which tasks and milestones are shared, so internal work stays internal.
Will the portal look like our agency or like SecureSync?
Like your agency. It carries your logo and colours and runs on your own domain.
Can several people at the same client log in?
Yes. Each person gets their own login, and everyone at the same company sees that company's projects, requests and invoices.
Can clients just ask where something is?
Yes, with the AI client assistant. Clients ask in plain language and it answers from their own projects, tickets and invoices, with a link to each one. It's included on Professional and Enterprise, and $100/mo on Standard.
Security built in
Bringing your data together only works if it's kept safe, and if each client sees only their own.
How we protect your data- A database of your ownEach customer's data is kept apart, never in a shared table.
- Only their own recordsEach client sees their data, down to the field, and nothing else.
- Two-factor sign-inPortal users and your team can sign in with an authenticator app.
- A full audit logEvery change, sign-in, export and restore is recorded.
See your own portal in a demo
Start a 7-day free trial, no credit card needed, or book a demo and we will build a page on your own data while you watch.
Have a question first? Send us a message