Single Portal for Multiple Apps

Single Portal for Multiple Apps

Hello,


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?

Thank you!

      • Sticky Posts

      • Connect with Zoho users from your industry, virtually!

        A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areas
      • Feature update: Advanced security settings

        We've previously written about how using security policies could be beneficial for admins. To enable you to better protect your organization, we've come up with a few additional settings for security policies in Zoho One that can be used to regulate your users' web sessions. What are web sessions? A web session refers to the period of time you stay signed in to your Zoho One account. You create a new web session every time you sign in to Zoho One (or any of its included apps), and this session exists

        • Recent Topics

        • not able to convert pdf to jpg and other forms and vice versa.

          i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.
        • How Can I Collect Payments for Credit Sales Directly from Zoho POS Billing App?

          We are currently testing Zoho POS for a retail business and have encountered an issue with collecting payments on outstanding invoices from customers who purchase on credit. When we process a Credit Sale, Zoho POS correctly creates an Unpaid Invoice.
        • Indeed has retired Organic (Free) job posting support for Staffing Agency edition users

          Dear Zoho Recruit Users, Due to a policy change by Indeed, Organic Job Posting support for staffing agencies is no longer be available in all regions, except Japan. Keep in mind that Corporate HR edition accounts will not be impacted by this change in
        • Changing an existing item to different accounts & inventory-tracked

          Hi everyone, I have an item in Zoho Books that was originally set up as a non-inventory item. Over time, I associated it with different sales and purchase accounts, and I now have many invoices, bills, and reports that use this item. My business process
        • How to Convert Emails to PDF Format in Batch

          It is helpful to convert emails into PDF format when you want to save important messages, when you need to share business correspondence, or when you wish to keep email records for future reference. PDF files can be readily opened, printed, and shared
        • Lookups and Custom Modules

          I created a Custom Module that I'm calling "Item Purchasing Group". This module will store information for groups of Items that must be purchased together (including minimum overall quantities and/or values, etc.). This will have a one-to-many relationship
        • Zoho Books | Product updates | October 2026

          Hello users, October brings a range of new features and enhancements to Zoho Books, designed to simplify compliance, streamline accounting workflows, and improve inventory management. From the launch of the Nigeria Edition and France’s e-invoicing capabilities
        • Create custom rollup summary fields in Zoho CRM

          Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
        • Button or Links order

          Is there a way to re-order the buttons or links that are created? Moderation Update: With our recent enhancement to custom button creation from the layout editor, administrators can now reorder custom buttons directly from the layout editor, and this
        • Bulk updating tags

          My organisation handles a number of restricted funds. We previously did this by having a chart of accounts where each restricted fund has its own income and expense accounts. However, our accountant changed this, moving all transactions into accounts
        • Download or Backup Bulk Emails from IMAP Server

          Taking email messages from an IMAP server and saving them is a wise method for ensuring that important emails are kept safe and easy to access. No matter whether you have a business email address or a personal mailbox, keeping a local copy of your emails
        • Zoho Writer Label Template Merge/Print Via API/Webhook/Flow

          Short version of goal: To be able to kick off a Zoho Writer Label Template Document via API or Webhook or even using Zoho Flow. As of right now I have been unable to figure out a way to do that. Long version of goal: We would like to press a button (run
        • Kaizen #263: Using Zoho CRM Skill to Build Widgets

          Hello everyone! Welcome back to another exciting Kaizen post. In the previous Kaizen posts, we introduced the zoho-crm skill.md and explored how it can help with Zoho CRM APIs, Client Scripts, complex COQL queries, and Skill to build Queries. In this
        • Zoho notebook No login

          Hello Team, I recently downloaded and installed the latest version of zoho notebook for windows. But I am not able to login without providing any sso or email address. Did you removed the no login feature for this app? This is just a windows app. can
        • Search is completely broken for PC

          I go to note, try to search for "mtga" and it shows 702 results (it's a big note), highlights all letters "m" and I can't find anything. Same for "gathering" - it thinkgs I think only for "g". Looking for "zoho" shows as if I searched only for "z". Using
        • Behind a great customer experience is a team

          Hi everyone, October is here, and the first week marks the Customer service week. Each year, we thank our customer service professionals. Service professionals are all around us, even in our own workplaces: They handle essential administrative work like
        • What's New - August and September 2026 | Zoho Backstage

          Hello everyone, August and September bring a fresh wave of intelligence to Zoho Backstage. AI takes the spotlight with tools that help you create content, support attendees, and manage how AI fits into your events. Alongside AI, we’ve refined email communication,
        • Images Not Displaying Properly in Zoho Desk

          Hi, We are experiencing an issue with image rendering in Zoho Desk, affecting both incoming and outgoing emails. Images embedded in email conversations are not displaying properly. Instead, we see broken image icons or empty placeholders where the images
        • Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!

          We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCode
        • Widget Height were destroyed

          All widget heights in the Details Canvas view are broken. Moderation Update: This is a known issue with widget heights in Client Script popups and flyouts. A fix is in progress, and this post will be updated once it's released.
        • Zoho Projects - Has something changed regarding to linking Projects and Deals via the API?

          I am trying to link Zoho Projects to Deals in CRM using the API, but each time, the Deal Contact is added as a Client user and receives an email invite asking them to join the organisation. These are internal projects and the customer should not have
        • How long does it take to review campaigns?

          Hello Zoho, i scheduled my campaigns yesterday afternoon and it has been under review for over how many hours and those campaigns were supposed to be out yesterday so new ones can go out today. Is there something i'm doing wrong?
        • Convert MSG to PDF in Bulk with Attachment Free

          Microsoft Outlook saves each email as an MSG file, keeping with it key information like the sender, the recipient, the subject, the date, the body of the message, and any attachments. It can, however, be quite difficult to access a large number of MSG
        • Using Mail Merge Template to Print Documents with One Subform Record's Fields per Document

          Hello, We have a Mail Merge template created in Zoho Writer which is not able to perform the functionality which is currently required to automate the documentation task portion of our process. The CRM module we are primarily using is based on a "Loans"
        • Convert MBOX to PST File Using Free Methods

          MBOX is a mailbox format that is used by various email clients and services, such as Thunderbird, Apple Mail, Eudora, and Google Takeout. Yet, in order to be able to open your MBOX emails in Microsoft Outlook, you have to convert them from MBOX to PST
        • Zoho Community Digest - September 2026 | Part 4

          Hi everyone, and welcome back! The final week of September brought a revamped Books integration in Zoho CRM and Zoho Key Service for LLM access without API keys, Zoho Creator's audit trail becoming a full enterprise-grade auditing system, and Zoho One
        • Automate weekly reports from Channels | Zoho Cliq AI use case #01

          Scrolling endlessly through numerous threads in a Cliq channel and manually counting how many have been closed, how long people took to reply, and who actually participated can be tedious. After 20 minutes, you might have a number that no one can verify.
        • Apple Mail to Outlook Converter - Export Apple Mac Mail to PST File

          Apple Mail is a well-known email application among people who use Macs, whereas Microsoft Outlook is widely employed for both personal and business use. Should you decide to move from Apple Mail to Outlook, you'll probably need to transfer your mailbox
        • Creator -Dynamic addition of Customer Portal User Licenses

          Hi, We have a Creator App for B2C about to get released. We are experiencing the Portal User license challenge. Unable to predict the number of users who will download and Subscribe. When a User is about Subscribe and the portal licenses does not exists,
        • Zoho Tables is now part of Zoho One!

          Hey everyone! We've got some exciting news to share. Zoho Tables is now included in your Zoho One subscription at no extra cost. If you're already on Zoho One, head to your app list, add Zoho Tables, and get started right away. You don't need a separate
        • How to import PST files in Office 365?

          You can import PST files into Office 365 using native Outlook applications, the Microsoft Purview network upload method, or specialized third-party migration tools. Choosing the right method depends on whether you are migrating a single mailbox or executing
        • [Webinar] Zoho CommunitySpaces MCP

          New to MCP, or just exploring what's possible? Join us for a webinar on Zoho MCP and your community. We'll show you how Zoho CommunitySpaces and Zoho MCP work together, what your AI co-host can do inside your community, and how to get started. Register
        • Solution to Import OST File into Office 365.

          In today’s digital workplace, organizations are rapidly moving toward cloud-based email systems for better flexibility, security, and collaboration. Microsoft 365 has become one of the most widely used platforms for business communication. A common requirement
        • How can I show an uploaded image larger/full size in a Zoho Forms response PDF?

          Hi,  I noticed that in a response PDF for Forms, the uploaded image is shown in a tiny box as seen in my screenshot. Is there any way I can make that appear larger in the response PDF? thanks.
        • Live connection to DS files in Zoho Creator / ChatGPT

          As an idea, we are using ChatGPT to build with Zoho Creator (outside of Zia), which is works brilliantly to assist write deluge, provide test suggesitons etc. Currently we are uploading the DS files which are very point in time, it would be great to have
        • Meet PageHealth by Zoho PageSense: a free way to find out what's holding your page back

          We all know the feeling. You've spent days tweaking headlines, moving buttons, and rewriting copy, and you're still not sure why visitors aren't sticking around. Revamping your website is hard, and figuring out what's actually getting in the way is even
        • Export Exchange Online Archive Mailboxes to PST for Microsft 365 Users

          With Microsoft 365 it is possible to archive older emails in Exchange Online in order to keep the main mailbox tidy. If however you need to export the archived emails to a PST file for the purposes of backup, migration, compliance or for use offline,
        • Task Module quick create settings

          Hello, requesting the Task module receive a quick create customization settings. We have added custom fields and have to select "More fields" at the bottom of the pop-up to access the custom fields.
        • Your employees changed departments. Did your IT systems notice?

          An employee joins your Marketing team. HR adds their details to the organization's user directory. The IT admin, in turn, creates their Zoho One account, assigns the required applications, adds them to groups and provides access based on the organization's
        • AI Calling

          Hi, does anyone have experience or any thoughts on AI Calling. Getting AI to make calls on behalf of your company. We are looking into it, but are finding it difficult to get info and providers that can assist.
        • Next Page