Basic Integration with either CRM or Invoice = Zoho Customer Portal

Basic Integration with either CRM or Invoice = Zoho Customer Portal

Basic Integration with either CRM or Invoice.


Support is an extension of Customer Relation Management, right? Some free open source CRM have this feature included already and call it Customer Portal. It does not have to be an extensive show-case of all inside client information. But it can at least contain/enable basic info such as:
  • Client name
  • Client ID
  • Order ID
  • Quotation number
  • Invoice number
  • Dates
  • Attachments
  • Amounts
  • Payments
+ ticketing, KB, FAQ etc as a supplement. Not all companies deal with extensive technical support.

A truly all-in-one Zoho Customer Portal or a Mini Extranet customizable for (and deployable by) a wider range of industries. It can either be added to

  • Zoho Support or
  • CRM Support (part of web-to-form integration and customization) or
  • Invoice

 I hope this can be considered.

Thanks!