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Client portals for utilities, energy and telecom

Customers and applicants want to see their account, follow their request and sign what's needed without calling. A portal gives them that, linked to the records your team already keeps.

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Telecom and utilities customer portal

Customers see their plan and bills, pay online, change their plan and report problems, from one account.

  • Zoho Billing
  • Zoho Books
  • Zoho Desk
  • Zoho CRM

What clients do

  • See their plan and change it
  • Pay bills and download past ones
  • Report a fault and follow it
  • Update their details

What your team gets

  • Plan changes happen in Zoho Billing
  • Faults arrive as tickets with the account attached
  • Fewer billing calls
  • Each customer sees only their own account

Solar installation customer portal

Homeowners follow their installation from survey to switch-on, sign their paperwork and find their system documents in one place.

  • Zoho Projects
  • Zoho Sign
  • Zoho WorkDrive
  • Zoho Books

What clients do

  • Follow each stage of their installation
  • Sign contracts and permits
  • Download system documents and warranties
  • Pay deposits and invoices

What your team gets

  • Stages come from Zoho Projects
  • Paperwork signed without visits
  • Customers see only their own installation
  • Fewer 'when is install day?' calls

Grid connection applications

Applicants submit connection applications with their technical documents and follow each application through review.

  • Zoho Forms
  • Zoho CRM
  • Zoho WorkDrive
  • Zoho Sign

What clients do

  • Submit a connection application
  • Upload technical drawings and studies
  • Answer questions from the review team
  • Sign agreements and pay fees

What your team gets

  • Applications become records with documents attached
  • Questions kept on one thread per application
  • Applicants see only their own applications
  • Fees invoiced through Zoho Books

Network build-out coordination

Landowners, contractors and partners follow each build, share documents and sign access agreements, each seeing only their own sites.

  • Zoho Projects
  • Zoho Sign
  • Zoho WorkDrive
  • Zoho Desk

What clients do

  • Follow the build at their sites
  • Sign access and wayleave agreements
  • Upload site documents and photos
  • Raise issues about the work

What your team gets

  • Build status comes from Zoho Projects
  • Agreements signed and stored per site
  • Different pages for landowners and contractors
  • Issues tracked as tickets

Water and wastewater customer service

Customers pay their bills, report leaks and service problems, and request new connections, from one account.

  • Zoho Books
  • Zoho Desk
  • Zoho Forms
  • Zoho CRM

What clients do

  • Pay bills and see their history
  • Report a leak or a service problem
  • Request a new connection
  • Update their details

What your team gets

  • Reports arrive as tickets with the address attached
  • Connection requests become records
  • Customers see only their own account
  • Fewer calls about bills

EV charging site hosts

Site hosts see reports on their chargers, their payments and any faults, and raise requests without calling your team.

  • Zoho CRM
  • Zoho Books
  • Zoho Desk
  • Zoho Analytics

What clients do

  • See reports on usage at their sites
  • See payments and download statements
  • Report a fault with a charger
  • Find their host agreement

What your team gets

  • Reports scoped to each host's sites
  • Faults arrive as tickets
  • Payments tracked in Zoho Books
  • Hosts see only their own sites

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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