Support
From Zoho DeskClients raise tickets from the portal and follow the whole thread without an email chain. Tickets arrive in Zoho Desk already linked to the right account.
Give every client one place for tickets, services and invoices
Clients raise and follow tickets, see the services on their contract and pay what's due, in a portal with your name on it that runs on the Zoho apps you already use.
This is one way a managed service provider sets up its portal. Every page is a starting point: add, rename or drop pages with the AI page builder.
Every client wants to know where their ticket is
Support teams lose time answering status questions, and account managers lose time explaining what's on a contract. A portal lets clients check both themselves.
Today: Clients email or phone to ask for a ticket update
With a portal: Clients follow every ticket and reply in the portal
Today: Nobody at the client is sure what the contract covers
With a portal: Clients see their services, quantities and renewal date
Today: Invoices chased by email
With a portal: Clients see what's due, pay online and download invoices
Today: Runbooks and contracts sent again and again
With a portal: Documentation lives in the client's own folder
What your clients see
A client's home page: open tickets, one waiting on them, and the services on their contract.
- Raise a ticket and follow the whole thread
- See their service subscriptions and renewal dates
- Pay invoices online and download past ones
- Find their documentation and signed contracts
Client portal: what your clients seeClient portalRaise a ticket
HomeLRP
Welcome back, Rosa
Here's where Lakeside Dental stands today
Your open tickets
- #5120 · VPN drops for remote staffIn progress
- #5114 · Laptop for a new starterWaiting on you
Your servicesRenews Jun 1
| Managed workstations | $960/mo |
| Cloud backup | $180/mo |
| Security monitoring | $240/mo |
The pages in this example
Each page shows information from one of your Zoho apps, filtered to that client.
Services
From Zoho BillingManaged services on a recurring plan come from Zoho Billing: what each client is subscribed to, the price and the next billing date. You choose whether clients can change plans themselves.
Invoices
From Zoho BooksProject work and hardware invoices from Zoho Books. Clients pay open invoices online and download any invoice as a PDF.
Documentation
From Zoho WorkDriveNetwork diagrams, runbooks and signed contracts in each client's own folder, so the right people can find them without asking.
How setup works
Our team works through each step with you, and keeps helping afterwards. Included on every plan.
Connect Zoho
Connect Zoho Desk, Billing, Books and WorkDrive, and choose which ticket fields and services clients should see.
Build the pages
Describe a support page, a services page and an invoices page to the AI page builder, then preview each as a client.
Invite your clients
Invite each client's contacts. You can give their office manager a different view from their staff.
Questions IT and managed service providers ask
Can a client's staff see each other's tickets?
You decide. Portal access can be based on the person's own contact, so they see only their tickets, or on their company's account, so they see everything for the company.
Do we keep working in Zoho Desk?
Yes. Your team keeps working in Desk as it does today. The portal shows clients their tickets and sends their replies back to Desk.
How is client data kept apart?
Each organisation's data is kept in its own database, and every page a client sees is filtered to their own records before it reaches them. Two-factor sign-in and a full audit log come with every plan, and SSO is available.
Can we try it first?
Yes. Start a 7-day free trial with no credit card, or book a demo and we'll build a page on your own data while you watch.
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