Skip to product menu
close
  • Sales
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
Skip to main content

Enhance client satisfaction through personalized online customer portals

Create dedicated customer portals for users to connect with your business' Zoho Creator applications and data.

Sign up now
Build secure online self-service portals with Zoho Creator

Top brands that use our platform

One-stop access for your customers

Customer portals act as secure gateways, offering external users like customers, vendors, and partners a single point of access to your company’s products, services, and information.

What are online portals

Why does your business need an online customer portal?

With a dedicated hub at their disposal, your end users can find exactly what they’re looking for, just when they need it. With a customer portal, these users can get context-specific access to applications, find help, post questions, access resources, and raise support requests.

An online customer portal allow users to interact directly with support processes and manage data relevant to them, like policies, schedules, invoices, deliveries, orders, and online payments.

By giving users their own login credentials, you not only deliver a more personalized experience but also help them become a part of your company. And portals already have built-in authentication and security mechanisms in place. So once your portal is set up, clients can simply sign up and log in—it's that easy!

Boost your business value with a customer portal

Besides the benefit of driving down service costs, a customer portal is also a key productivity tool and customer-experience element. And the benefits don't end there:

One place for everything

A responsive online customer portal delivers a unified, self-service experience that addresses all user needs, removing the need to look elsewhere for help. With round-the-clock accessibility and zero wait time, users can resolve their issues instantly.

From business websites to PWAs

Portals are readily available as progressive web apps or native mobile apps, downloadable with a click. Portal applications are responsive and engaging, like mobile apps, and discoverable like web pages—and they run on both desktop and mobile devices.

Granular access control

A customer portal enables you to establish authentication protocols and access controls, ensuring secure data management. Permissions can be configured directly within the portal, tailored to each user's role and scope of work.

Up-to-date customers

With a customer portal, users can be granted exclusive access to product release notes, new feature announcements, version changelogs, and other key product information. You can also set up mechanisms on portals to gauge user satisfaction, get reviews, handle referrals, and even cross-sell.

Integration capabilities

Online customer portals integrate with various third-party applications, databases, and backend systems. These integrations enable businesses to provide external users with a seamless experience for tasks like making payments, accessing account details, and more.

Design an ideal portal for your business with Zoho Creator's customer web portal builder

  • Customer portal
  • Partner/vendor portal
  • Candidate portal
  • Student portal
  • Patient portal
  • Public portal

Customer portal

An online customer portal allows businesses to provide a personalized experience for their customers. Users can log in to view their account details, check order history or project status, track deliveries, make payments, and communicate with customer service or support teams. With Zoho Creator, you can design a customer portal that mirrors your brand and ensures a seamless experience for your customers.

Customer portal

Partner/vendor portal

Online customer portals for partners streamlines onboarding, partner performance tracking, deal registration, exchanging product information, managing orders, and monitoring sales performance. They also improve procurement operations by providing a platform for vendors to submit proposals, manage contracts, and track payments, thereby enhancing transparency and efficiency in vendor management.

Partner/vendor portal

Candidate portal

A customer portal for candidates simplifies the hiring process significantly. Zoho Creator’s candidate portal ensures a seamless and interactive recruitment experience, allowing candidates to submit their resumes, track the progress of their applications, and communicate directly with the hiring team.

Candidate portal

Student portal

Zoho Creator's student portal enhances student engagement and facilitates effective learning management by providing a centralized platform for students to access course materials, submit assignments, and communicate with instructors.

Student portal

Patient portal

An online customer portal for patients allows healthcare providers to enhance patient engagement and provide personalized care. Patients have the ability to view their medical records, book appointments, and communicate with healthcare professionals. Zoho Creator's patient portal improves the patient experience and streamlines healthcare operations.

Patient portal

Public portal

A public portal empowers individuals to organize public services, such as applying for permits, licenses, certificates, and public records, all from the convenience of their homes.

Additionally, residents can stay informed about policies and updates, report issues, and engage in direct dialogue with government agencies. This portal streamlines administrative processes, enhances citizen interaction, and fosters transparency, ultimately contributing to better public accessibility.

Public portal

Elevate your portal experience with advanced customization

Choose a striking design for each of the key pages in the user lifecycle—login, signup, and password reset. With the portal page designer, you can fully customize each of these pages to match your online service’s UI and align with your business vision. Every element of your customer portal page is customizable, allowing you to craft a personalized experience for your users.

Try Zoho Creator's feature-rich customer web portal builder

Zoho Creator portals simplify the way line-of-business apps are shared and used by people outside the organization. Let's see what makes Creator's customer portals ideal for your business:

  • Custom domain

    Design portal pages that behave like a natural extension of your company's website. You can also host your support portal on your own domain, to be accessed from your business website instead of Zoho Creator's.

  • Multiplatform customer portals

    With a fully responsive design, portals can be accessed smoothly on both computers and mobile devices. You can also keep your users connected and informed through web, email, and mobile push notifications.

  • Retain brand identity

    Portals are a great way for a business to present applications that match their brand—with personalized logos, visual elements, and a customized look and feel.

  • Complete access control

    Choose how and when users access your service offerings. Have product data that should only be accessed by logged-in users or users on specific payment plans? Set up access controls before launching your portal, so that each user can only access their own database. You can also select your portal type based on the users it's aimed at.

  • Efficient user management

    You can add portal users individually, or import them in bulk and group them based on approval status. Define individual access permissions for user profiles—to read, write, edit, and comment on the data available in your portals—based on their scope of work. You can also add users dynamically using scripts.

  • Strong authentication mechanisms

    Perform centralized management of user authentication and access rights. Choose between two different authentication mechanisms—single sign-on (SSO) using a third-party identity provider or federated logins (Google, Facebook, and Apple)—or simply use Zoho's own login.

  • Customizable notification preferences

    Set up personalized email notifications to communicate more effectively with your users.

  • Configuring Google Analytics for portals

    Leverage Google Analytics to gain valuable insights into your portal's performance, including user behavior across your online customer portal's pages, real-time engagement, and traffic for applications built with Zoho Creator.

Build an online portal for your business today

Talk to experts

Frequently Asked Questions

What are Zoho Creator portals?

Portals are dedicated gateways for your users to interact with line-of-business applications and data. Users will be able to sign up through your online portal instead of signing up with a Zoho account.

What is a portal user?

Portal users are anyone external to an organization—customers, vendors, business partners, and others—who need a single point of access to your products, services, and information. For example, a university could set up a portal for their students.

What kind of portals can I build with Zoho Creator?

Self-service portals open up a world of new opportunities for stakeholders to interact with your business. Zoho Creator's online portals can be leveraged to meet business needs for many customer-facing applications, like student gateways, IT support, order handling and fulfillment, supplier and vendor management, HR, sales, and help desk.

What are the different authentication mechanisms that Zoho Creator uses?

Zoho Creator allows you to choose between different authentication mechanisms:

Portal login - Using the unique login credentials generated when signing up for the customer portal

Federated login - Using your Google or Facebook accounts

SAML authentication - A single-sign-on (SSO) framework by which users can access the customer portal using an identity provider

How do the different portal types work?

Portals are divided into three types, based on access control:

Public access: The customer portal can be accessed by any user who has the link, without any approval process.

Restricted: Users are required to register and receive approval from an administrator in order to access the portal.

Private: This portal is exclusive to users who have been invited by the customer portal administrator. Users are not able to register for the portal independently.

What are permissions?

Permissions govern the level of accessibility of the customer portal for a user. Permissions can be configured in different ways by the admin, based on a user's scope of work within the portal. Some examples include permissions to access a form, or read, write, edit, and delete records. Read more on permissions here.

Do customers need to be added manually each time? Is there an option to import users?

You can add customers individually or import them in bulk. Upon successful import, the customers will receive an email invitation to access the portal. Read more about adding customers to portals here.

Can the login page be fully customized?

The login, signup, and reset password pages can all be customized to reflect your company's brand using the portal page designer.

Can I have my customers sign up for the portal?

Yes. You can allow customers to sign up for your application's portal directly, provided it's either public or restricted.

How does licensing work for customer portals? Should the licenses be purchased for every application access?

Portal add-ons can be purchased for the Standard, Professional, and Enterprise plans. The add-ons are priced depending on the number of users.

Can my employees be part of the online portal? Will I have to pay the license cost for them?

No. As per Zoho Creator's Terms of Use, only external users for the portal.

Can the admin set or reset the password of a portal user?

The portal user can use the "Forgot password?" option to accomplish this. If the user has opted for the default authentication mechanism, the admin can reset their password. If SAML authentication is in use, password resetting would depend on the options available at the Identity providers end.