Unified Client Portal - Overview
Client portal - a website designed for businesses to manage client relationships. Your clients can access all the resources and services provided by your company.
Who are clients?
Clients are your customers. They are the people or companies that use your products or services. For example, if you run a business, the individuals or businesses you serve are your clients.
What is a portal?
The portal is where your clients or customers can log in to access everything they need from your business in one place.
Unified Client Portal
With Zoho's Unified Client Portal, you can integrate all your portals in one centralized location and manage them efficiently. Streamline your client interactions and collaboration in a secure platform accessible only to your clients.
You can add applications to your portal and assign them to your clients. They can log in securely to the portal to access their accounts and information. With the customization option available, you can enhance your portal home view.
For example:
Think of any banking application as a client portal. You create an account in Zylker bank, so you automatically become a client/customer of that banking service. Zylker bank has its banking application, providing you with a secure online platform where you can log in with a username and password.
With this application, you can avail of services like transferring money, checking account balance, paying bills, downloading statements, and more. All these activities take place in your own private space within the application.
Currently, finance applications such as Zoho Books, Zoho Expense, Zoho Billing, Zoho Inventory, along with Zoho Social, and Zoho Creator are supported in the unified client portal. Additionally, Zoho CRM, Zoho Desk, and Zoho Bookings will be available soon.
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