Client portals for manufacturing and supply chain

Dealers, suppliers and customers all need information from you, and each should only see their own. A portal gives them price lists, orders, claims and certificates without a stream of emails.

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Dealer and distributor portal

Dealers find price lists and marketing material, see their orders and invoices, and raise support requests in one place.

Zoho WorkDrive
Zoho Books
Zoho Desk
Zoho CRM

What clients do

Download price lists, spec sheets and marketing material
See their estimates, invoices and payments
Raise support and warranty requests
Keep their company details up to date

What your team gets

Material shared once with every dealer who should see it
Different pages for each dealer tier
Invoices and estimates straight from Zoho Books
Each dealer sees only their own account

Supplier onboarding and compliance

New suppliers register, upload their certificates and sign your terms, and your team sees who is ready to trade.

Zoho CRM
Zoho WorkDrive
Zoho Sign
Zoho Forms

What clients do

Register and fill in their supplier details
Upload insurance, quality and tax certificates
Sign your supplier terms and policies
See when a certificate needs renewing

What your team gets

New suppliers approved before they get in
Certificates stored against each supplier
Expiry dates visible in one list
Each supplier sees only their own record

Warranty claims and returns

Customers request a return or make a warranty claim, upload proof and follow it until it's resolved.

Zoho Desk
Zoho WorkDrive
Zoho CRM
Zoho Books

What clients do

Request a return or submit a warranty claim
Upload photos and proof of purchase
Follow each claim and reply to questions
Download return labels and instructions

What your team gets

Claims arrive as tickets with the product details
Proof stored with the claim
Reports on claims by product and reason
Customers see only their own claims

Forecast sharing with suppliers

Share forecasts and orders with each supplier, collect their confirmations and keep the conversation in one place.

Zoho CRM
Zoho WorkDrive
Zoho Projects
Zoho Analytics

What clients do

See the forecasts and orders shared with them
Upload confirmations and delivery schedules
Comment on tasks when plans change
See reports on their own orders

What your team gets

Each supplier sees only their own forecasts
Confirmations stored with the order
Changes discussed on the task, not over email
Reports scoped to each supplier

Quality and non-conformance reports

Customers and suppliers report quality issues with evidence and follow the corrective action, with every step recorded.

Zoho Desk
Zoho Projects
Zoho WorkDrive
Zoho CRM

What clients do

Report a non-conformance with photos and batch details
Follow the investigation and corrective action
Answer questions from the quality team
Download the closing report

What your team gets

Reports arrive with the evidence attached
Corrective actions tracked as tasks
A full audit log for certification audits
Each customer sees only their own reports

Maintenance and spare parts requests

Customers request service visits and spare parts, see quotes and pay invoices, from one account for their equipment.

Zoho Desk
Zoho Books
Zoho CRM
Zoho WorkDrive

What clients do

Request a service visit or a spare part
See quotes for the work
Follow each request to completion
Download manuals and service reports

What your team gets

Requests arrive with the equipment attached
Quotes and invoices from Zoho Books
Customers see only their own equipment
Service history kept per machine

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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