Client portals for retail, membership and media

Members and subscribers want to manage their own plan, find what their membership includes and get help without waiting for a reply.

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Members-only content

Members log in to find the content their membership includes, manage their subscription and update their details.

Zoho WorkDrive
Zoho Billing
Zoho Books
Zoho CRM

What clients do

Find the resources their membership level includes
Change or renew their membership plan
Update their card and download invoices
Keep their profile up to date

What your team gets

Different pages for each membership level
Plans managed in Zoho Billing
Approve new sign-ups if you need to
Each member sees only their own account

Returns and exchanges

Customers start a return or exchange, upload photos and follow it until it's done, without emailing customer service.

Zoho Desk
Zoho Forms
Zoho WorkDrive
Zoho CRM

What clients do

Request a return or an exchange
Upload photos of the item
Follow their request and reply to questions
Download return instructions

What your team gets

Returns arrive as tickets with the order details
Photos stored with the request
Reports on returns by product and reason
Customers see only their own requests

Subscription account centre

Subscribers change their plan, update their card, download invoices and cancel or restart, without contacting you.

Zoho Billing
Zoho Books
Zoho CRM
Zoho Desk

What clients do

Switch plans or add a new subscription
Update the card on file
Download invoices
Cancel or reactivate a subscription

What your team gets

Changes happen in Zoho Billing
Fewer billing emails
The AI client assistant answers billing questions from their own data
Each subscriber sees only their own account

Loyalty programme members

Members see their tier and points, update their details and find the offers their tier includes.

Zoho CRM
Zoho WorkDrive
Zoho Desk

What clients do

See their tier and points balance
Find the offers their tier includes
Update their details and preferences
Raise a question about their points

What your team gets

Tier and points shown from Zoho CRM fields
Different pages for each tier
Questions arrive as tickets
Each member sees only their own balance

Contributor portal for publishers

Writers and contributors submit their work, sign their contracts and see their payments, in one place for your contributors.

Zoho WorkDrive
Zoho Sign
Zoho Projects
Zoho Books

What clients do

Submit drafts and final files
Sign contributor agreements
Follow their pieces through editing
See payments and download remittances

What your team gets

Submissions stored with the commission
Contracts signed before work starts
Contributors see only their own work
Payments tracked in Zoho Books

Online course student hub

Students find their course material, manage their enrolment and payments, and get help, from one login.

Zoho WorkDrive
Zoho Billing
Zoho Bookings
Zoho Desk

What clients do

Find the material for the courses they're on
See and pay their fees, or manage a payment plan
Book office hours
Ask for help as a ticket

What your team gets

Different pages for each course
Payment plans managed in Zoho Billing
Students see only their own courses
Questions tracked in Zoho Desk

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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