Sick of Chasing Your Clients? You Need a Zoho CRM Client Portal - Zoho Expert, Gregory Moulton

[@ZohoExpert]

Hey guys, please note that I've developed a much better standalone Client Portal Zoho CRM Extension. Find out more at zeportal.net or view the demo video here: kzbin.info/www/bejne/l2KQdHasaLCea8U

[@JohnLo]

Hello, Kindly suggest which plan in zoho crm should I sign up for, All i need is contacts and a client portal, Also I just need client portal to prompt a form for clients to read the terms and conditions and click a checkbox that they agree to it. And a one time paid portal access needs to be in client portal and finally just being able to send out invoices...Kindly suggest

[@ZohoExpert]

Sorry John, only just saw this! For this video, you need Zoho One! Checkout ZE Portal (zeportal.net). For this, you still need Zoho One, but it’s an out the box client portal! No building required!

[@mariansweetheart]

Hi, It seems interesting but I would like to know if it is possible to create a portal that allows the customer to create their own sales order or order specific products uploaded to Zoho Books?? Can you help me to answer this so I can decide if to buy the course?? Thank you!

[@ZohoExpert]

Technically anything is possible! The course teaches you to make a portal for document and data collection, however you could adapt it using the transferable skills you will learn to create buttons to forms. Then you could create a form that requests the data for the sales order and you could use Zoho Flow to automate the process of creating the sales order when the form is submitted

[@ryanjacob8786]

Cute guy

[@ZohoExpert]

😊