Client portals for technology and IT services

Customers and partners expect to manage their own accounts. A portal gives them tickets, subscriptions, invoices and documentation in one place, without a login for every app.

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Example portal

IT and managed service providers

Give every client one place for tickets, services and invoices

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More ways to use it

Customer account centre

Customers see their account, orders, invoices and tickets together, and keep their own details up to date, with every change written back to Zoho.

Zoho CRM
Zoho Books
Zoho Billing
Zoho Desk

What clients do

See their account and contacts in one place
Update their details and add or edit their contacts
See invoices, subscriptions and open tickets together
Filter lists and export them to CSV

What your team gets

Customer edits land back in Zoho CRM
One portal instead of a login per app
Choose which fields customers can see and change
A full record of every change they make

SaaS customer success and billing portal

Customers manage their plan, update their card and get support in one account centre, without writing to your team to change anything.

Zoho Billing
Zoho Books
Zoho Desk
Zoho CRM

What clients do

Switch plans or sign up for a new one
Update the card on file and download invoices
Cancel or reactivate a subscription
Raise a support ticket and follow it

What your team gets

Plan changes happen in Zoho Billing, not by email
Fewer billing support tickets
Ask the AI client assistant to answer plan and invoice questions
Each customer sees only their own account

Partner training and certification

Partners find training material, submit their certification details and see their status, in a portal only your partners can open.

Zoho CRM
Zoho WorkDrive
Zoho Forms
Zoho Bookings

What clients do

Download training material and guides
Submit their certification details
See their certification status and expiry dates
Book a session with the partner team

What your team gets

Certification records kept in Zoho CRM
Material shared once, to every partner who should see it
Different pages for each partner tier
Approve new partner sign-ups before they get in

Channel rebates and marketing funds

Partners submit rebate and marketing fund claims with their proof, and follow each claim until it's paid.

Zoho CRM
Zoho Forms
Zoho WorkDrive
Zoho Books

What clients do

Submit a claim with the details you ask for
Upload proof of performance and invoices
See the status of every claim
See payments made against their claims

What your team gets

Claims become CRM records with the proof attached
Each partner sees only their own claims
Payments tracked in Zoho Books
Reports on claims by partner and status

Developer partner portal

Give integration partners one place for documentation, agreements and support, with usage reports shared to each partner.

Zoho WorkDrive
Zoho Sign
Zoho Desk
Zoho CRM

What clients do

Find documentation and release notes
Sign partner and data agreements
Raise technical questions as tickets
See reports on their own usage

What your team gets

Agreements signed and stored against the partner
Technical questions tracked in Zoho Desk
Share usage reports scoped to each partner
Each partner sees only their own material

Beta programme hub

Beta customers sign up, sign the beta agreement and send feedback in one place, so product feedback doesn't get lost in email.

Zoho CRM
Zoho Sign
Zoho Projects
Zoho Desk

What clients do

Apply to join the beta
Sign the beta agreement
Report bugs and send feedback as tasks or tickets
Follow the bugs they've reported and comment on them

What your team gets

Applications approved before anyone gets in
Feedback lands in Zoho Projects or Desk
Different pages for each beta group
Agreements stored with the customer record

Incident updates for customers

Customers affected by an incident follow the ticket, see updates as your team posts them and find the post-incident report afterwards.

Zoho Desk
Zoho WorkDrive
Zoho CRM

What clients do

Follow the incident ticket and its updates
Reply with details from their side
Download the post-incident report
See their past incidents and how they were resolved

What your team gets

Updates posted once in Zoho Desk, seen by every affected customer
Fewer duplicate tickets during an outage
Reports shared only with the customers they concern
A full history for service reviews

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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