Get practical tips to improve your customer service strategy at Zoho CX Workshop.

Register now!
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

Industry's leading online Client Portal Software

Be available to clients 24/7. Client portal software serve as secured digital gateway for a business and its clients. Know how you can use Zoho desk to create client portals and give a seamless self-service and support experience.

Take a free trial

What is a client portal?

A client portal, like a customer portal, is an organization's digital gateway for sharing information, exchanging digital files, and hosting a community. When set up by companies, it's a secure digital space where clients can log in and access information and available services.

What can you do with a client portal software?

Self-service made better. When you set up a white-label client portal, your clients can access your knowledge base articles, FAQs, product community or forums, and much more. They get a platform to seek information, share and receive ideas, and to build meaningful relationships. All of this can happen while clients are solving problems and staying productive. It enriches the customer experience and builds trust with the brand.

Why do businesses need a secure client portal software?

It's a win-win– we'll explain how. A cloud base client portal software benefits both businesses and their clients in multiple ways.

     
  • FOR CLIENTS
  • FOR COMPANIES

Multi-resource help center

Most online client service portal software comes with a built-in help center. A good client portal contains knowledge base help articles, step-by-step guides, DIY videos, images, screenshots, and other resources that help clients solve their own problems and become power users.

Interactive community

A secure client portal software comes with a platform to facilitate client interactions where users help each other out and share their ideas. Teams can also benefit from the community to understand clients better, get new feature ideas, and excellent customer stories.

Up-to-date product updates

Clients can get information on release plans, product updates, and other announcements through a client portal. They can learn more about a company's product suite and upcoming offers.

Instant help within reach

The help center means clients can get ready-made results without writing an email or calling customer support. With an efficient client service portal, clients can also create customer support tickets without leaving the help center.

24/7 support without a global team

A well-built client portal acts as the first line of support agents. A knowledge base that provides instant answers leaves your clients satisfied around the clock.

Visible drop in ticket volume

With easily available resources and a space to interact with other users, a client portal reduces incoming tickets. It increases agent productivity as they now deal only with complex issues that need personalized attention.

Regular communication with clients

Constant feedback and positive recommendations make the client portal an invaluable asset for faster growth. You can read the pulse of your clients instantly by skimming through the community posts and know what works for your brand and what doesn't. It helps you make timely changes to be consistent with the quality of service.

Improved CX

A well-branded client portal can help you stand out in customers' minds. They'll remember that you're a digitally savvy business that delivers an excellent customer experience.

Why is Zoho Desk's client portal software an ideal choice?

A few quick highlights.

High-level portal customization

Aside from branding basics, like theme and logo, Zoho Desk's client portal software gives you advanced customization options. The HTML and CSS editors can make your portal look like an extension of your company's website and make it fit your requirements.

Increase agent productivity with web base client portal

Multi-brand multi-lingual help center

If you have multiple brands, you can set up an individual help center for each with Zoho Desk's client portal software. You can change how each help center looks, give clients different service channels, notifications, and knowledge base articles for each brand. Zoho Desk's client portals support several languages, so your clients can interact in the language of their choice.

Zoho desk's customer portal for Large teams

Direct ticket submission

Zoho Desk's client portal software makes it easier for your clients to submit tickets directly from the help center using customized ticket forms. Clients can also easily track their tickets' statuses from the same interface.

Process Automation with client portal

Real-time analytics

With built-in reports and dashboards, Zoho Desk's client portal software lets you monitor clients' self-service behavior and engagement levels. You can create reports and dashboards with the exact parameters you need. Seamless integration with Google Analytics also helps to track how your clients interact with your portal.

client portal analytics

Data privacy and security

In Zoho Desk's legal client portal software, you have complete control and visibility over your help center. We know how important data privacy is, which is why you can set permissions for users. You can also control who can access the portal by requiring a login.

Zoho desk's customer portal software

What more can you get with the best online client portal software?

Features available in Zoho Desk's free customer portal software and the paid editions:

CLIENT PORTAL FEATURES

FREE

TRY NOW

STANDARD

TRY NOW

PROFESSIONAL

TRY NOW

ENTERPRISE

TRY NOW
Private Knowledge Base for AgentsYesYesYesYes
Public Knowledge Base-YesYesYes
Knowledge Base Dashboards-YesYesYes
Community-YesYesYes
Community Dashboard-YesYesYes
Community Gamification--YesYes
Article VersioningYesYesYesYes
301 Redirection--YesYes
ASAP-YesYesYes
Answer Bot in ASAP---Yes
Live Chat in ASAP---Yes
Google Analytics Integration--YesYes
Themes Gallery-YesYesYes
CSS Customization--YesYes
Custom Widgets--YesYes
Multi-brand Help Center---Yes
HTML Customization---Yes

Along with customizable and affordable self-service tools, Zoho Desk's client portal software also comes with: An omnichannel help desk, Workflows and SLA's, reports and insights, advanced automations, AI, and more.

Personalize support using a CRM with your client portal software

To take it up a notch, you can integrate Zoho Desk's customer portal software with Zoho CRM to get contextual information about your clients. You'll have client data and history the minute they reach out, helping you deliver a personalized client experience. Your sales team also benefits by responding to prospects who reach out for help with the purchase process. It's not just Zoho CRM – Zoho Desk's customer portal software also offers a variety of integrations and extensions to run your entire operation more effectively.