Customer portals serve as exclusive gateways that grant customers, vendors, and partners easy access to your products, services, and valuable information. The portal is used by someone outside your organization (who does not need a Zoho account) and allows them to pull, submit, or modify information in the various Zoho applications your organization uses. A customer portal also integrates with third party applications.
A portal allows the user to perform multiple functions conveniently from a single platform. The user can modify their account information in your CRM, complete onboarding documents through Zoho Forms, settle an invoice stored in your finance application, exchange documents via Zoho WorkDrive, and oversee support tickets through Zoho Desk.
Our portals are built using Zoho Creator, a low code software platform. What does low code mean for you? Lower cost. Traditionally coded portals cost hundreds of thousands of dollars and have a long development time. Our portals do the same thing at a fraction of the cost and can be developed in weeks, not months.
Your users can find all of the information they need in one place when they log into your portal.
When you provide a portal and allow your users to access, submit, and modify their data, you field fewer service calls.
A user friendly portal allows your team to spend more time helping customers with critical issues.
You define what data is accessible to whom, and define their access permissions.
Use personalized notifications to communicate effectively with users via email and push notifications.
Your portal will match your brand. Use your logos and customized visual elements to stay on brand.
Customer Portals are long term investments in the productivity, efficiency, and scalability of your organization. The chart below is designed to give you an idea of what percentage of our Customer Portal projects fall within a certain price range. It is important to note that the wide range of costs represent many different factors, including the size of an organization, the complexity of the portal, and the timeline of the project.
"Trailguide Digital recently built us a fully customized and branded customer portal that integrates seamless with our CRM and other Zoho One applications. Their deep knowledge of Zoho and advice on best practices has been transformative for our business. We highly recommend Trailguide Digital!"
"Trailguide Digital has helped us greatly with the automation of daily workflows through the development of custom sales, operations, and inventory management tools to supplement Zoho Books and Zoho Inventory, as well as a custom Zoho Analytics dashboard that allows us to oversee all financial and logistical metrics. We use these tools everyday and they have been an irreplaceable investment towards our productivity and efficiency."
"We had a vision, and Trailguide Digital was able to deliver exactly what we were looking for. Using Zoho, we were able to design and implement a CRM to replace an older system that no longer fit our needs, along with a portal which allows our clients to manage their information easily, pay invoices, and securely upload files."
“Matt Gallegly and the Trailguide team have been essential to the success of our organization. Their ability to streamline all of our disparate systems into the Zoho system, centralized through Zoho CRM has completely changed how our nonprofit works. At every level, they have been able to not only re-architect our complex system into something that is very clear and straightforward, but also provided detailed zoho training to our team, customization for all our needs and rapid turnaround for all our request. "
"The Trailguide team continuously helps us gather vital customer data and break down this information into actionable steps we can take to meet our marketing goals. Trailguide Digital is at the core of our sales team’s success."
"Matt has a calm presence, ability to translate tech issues into common language for our diverse team and a humble conﬁdence that lets our team feel completely confident in his ability to implement any requests. We feel supported at every level. After working with multiple tech companies and consultants - Matt and the Trailguide team are truly in the top 1% - I highly recommend them for your program.”