I'm just getting started with Zoho and I'm very overwhelmed.
I am currently using the free trial of Zoho One, but if I can figure it out, I intend to upgrade to the paid version. Zoho One, of course, gives me access to an entire suite of services/applications.
One of the things I'd like to do is have a single place for clients (customers?) to log in and view current projects, invoices, contact information, etc. A single login for my clients. A single portal.
I've come across documentation for client/customer portals for Zoho Books, Zoho Projects, Zoho Creator, and (I think) Zoho CRM. There may be more and I haven't found them yet.
Is there a way to have a single portal that integrates all these services?
And how to the clients access the portal for any of these? (Or, ideally, a single, integrated option?) That wasn't clear in the documentation.
On a side note.... is there documentation for getting started with Zoho One - something that gives documentation for getting started with the entire suite of services/apps?