Client portals for education and nonprofit

Applicants, parents, donors and grantees all have forms to fill in, documents to send and payments to make. A portal puts each of them in one place, linked to your records.

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Donor and volunteer hub

Donors see their giving history and receipts, and volunteers sign up for shifts and find what they need, in one portal for your supporters.

Zoho CRM
Zoho Books
Zoho Bookings
Zoho WorkDrive

What clients do

See their donations and download receipts
Update their details and communication preferences
Sign up for volunteer shifts
Find volunteer guides and policies

What your team gets

Donor details kept up to date in Zoho CRM
Fewer requests for receipt copies
Different pages for donors and volunteers
Each supporter sees only their own records

Admissions and enrolment

Applicants apply, upload their documents and follow their application, then sign their enrolment agreement and pay fees in the same portal.

Zoho Forms
Zoho CRM
Zoho Sign
Zoho Books

What clients do

Apply and upload transcripts and ID
See where their application stands
Sign their enrolment agreement
Pay deposits and fees

What your team gets

Applications become records in Zoho CRM
Documents stored with each applicant
Applicants see only their own application
Fees invoiced and paid through Zoho Books

Alumni relations

Alumni keep their details current, give, see their giving history and book events, in one place that keeps your records up to date.

Zoho CRM
Zoho Books
Zoho Bookings
Zoho WorkDrive

What clients do

Update their contact and career details
See their giving history and receipts
Book places at events
Find news and publications

What your team gets

Detail changes land in Zoho CRM
Receipts available without a request
Event bookings in one place
Each alum sees only their own record

Research ethics submissions

Researchers submit protocols and amendments, answer reviewers' questions and download approvals, with every version kept.

Zoho Forms
Zoho CRM
Zoho WorkDrive
Zoho Desk

What clients do

Submit a protocol or amendment
Upload supporting documents
Answer reviewers' questions
Download approval letters

What your team gets

Submissions become records with documents attached
Reviewer questions kept on one thread
Researchers see only their own studies
A full audit log of every decision

Grant applications and reporting

Applicants apply for grants, sign award agreements and submit their progress reports, and your team sees every grant in one place.

Zoho Forms
Zoho CRM
Zoho Sign
Zoho WorkDrive

What clients do

Apply for a grant
Sign the award agreement
Upload progress and financial reports
See payment dates and amounts

What your team gets

Applications become CRM records
Reports stored against each grant
Grantees see only their own grants
Reports on grants by programme and status

School parent portal

Parents pay fees, sign permission forms, find school documents and contact the office, all from one login.

Zoho Books
Zoho Sign
Zoho WorkDrive
Zoho Bookings

What clients do

Pay fees and see what's due
Sign permission and consent forms
Find newsletters, policies and calendars
Book parent meetings

What your team gets

Fees invoiced and paid through Zoho Books
Forms signed without paper
Parents see only their own children's records
Fewer calls to the school office

Workforce training programmes

Participants enrol, upload their documents and follow their programme, and employers and funders see the reports that concern them.

Zoho Forms
Zoho CRM
Zoho WorkDrive
Zoho Bookings

What clients do

Enrol in a programme
Upload eligibility documents
Follow their progress through the programme
Book sessions with an adviser

What your team gets

Enrolments become CRM records
Different pages for participants, employers and funders
Reports scoped to each funder
Each participant sees only their own record

Other industries

See it for your own clients

Book a demo and we'll build a portal page on your own Zoho data while you watch, or start a 7-day free trial with no credit card.

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