Engagement
From Zoho ProjectsEach engagement's stages, milestones and the tasks you choose to share. Clients can comment and attach files where the work is, instead of starting a new email thread.
Show clients where the engagement stands, without the status meetings
Clients follow each stage of the work, find every deliverable and sign change orders in one portal, while your consultants keep working in Zoho Projects.
This is one way a consultancy sets up its portal. Every page is a starting point: add, rename or drop pages with the AI page builder.
Clients want to know how it's going
Between workshops, clients mostly want reassurance: what's done, what's next and where the latest report is. A portal gives them that at any time, from the same plan your team works from.
Today: Status reports written up every week
With a portal: Clients see stages and milestones straight from Zoho Projects
Today: The latest version of a deliverable is anyone's guess
With a portal: Every deliverable in the client's own folder
Today: Change orders printed, signed and scanned
With a portal: Change orders signed in the portal with Zoho Sign
Today: Invoice questions go to the partner
With a portal: Clients see invoices and payment status themselves
What your clients see
An engagement in the client's portal: its stages, the latest deliverable and a change order to sign.
- Follow milestones and the tasks you share
- Find every report and deliverable in one folder
- Sign statements of work and change orders
- See invoices and what's been paid
Client portal: what your clients seeClient portalMessage the team
Projects › Operations reviewMTK
Operations review
Stage 3 of 4 · on track
Stages
- Discovery interviewsDone
- Current-state reportDone
- RecommendationsIn progress · due Jun 14
- Implementation planNot started
Current-state report.pdf
Shared Apr 28
DownloadChange order 2
Adds a warehouse site visit
Review and signThe pages in this example
Each page shows information from one of your Zoho apps, filtered to that client.
Deliverables
From Zoho WorkDriveReports, decks and working files in the client's own folder, previewed in the browser and downloaded when they need them.
Agreements
From Zoho SignStatements of work and change orders to sign, and everything already signed, in one place.
Invoices
From Zoho BooksInvoices and payments from Zoho Books, so clients can see what's been billed against the engagement and pay online.
How setup works
Our team works through each step with you, and keeps helping afterwards. Included on every plan.
Connect Zoho
Connect Zoho Projects, WorkDrive, Sign and Books, and choose which projects and tasks clients should see.
Build the pages
Describe an engagement page and a deliverables page to the AI page builder, then preview them as a client.
Invite your clients
Invite the sponsors and stakeholders at each client. They see their own engagements and nothing from other clients.
Questions consultancies ask
Can we share some tasks and keep others internal?
Yes. You choose which tasks and milestones clients see.
Can different people at the client see different things?
Yes. Create a profile for each role, for example sponsors and working team, and choose which pages and fields each one sees.
Can we share reports with clients?
Yes. For a limited time, Reports is included on every plan. Share a report into the portal and each client sees it filtered to their own engagements.
Who sets it up?
Our team works through setup and onboarding with you, and keeps helping afterwards. It's included on every plan.
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