Connect and collaborate with customers
Enable a faster and transparent quote-to-cash process with the collaborative self-service customer portal. Bring down efforts and cut the back-and-forth in your customer’s purchase journey
Simplify payments and financials
Enable bulk and partial payments
Encourage hassle-free and prompt payments through the customer portal. Offer various payment options and the flexibility of partial or bulk payments.
Comprehensive account statements
Your customers get a clear account overview, including the total due and credit. Further, they may download or print individual transactions or a consolidated, all-inclusive statement of account by themselves.
Customer approval
Quote approval
Skip the email delays. Empower customers to view and accept quotes instantly through the customer portal. You may further automate sending invoices for accepted quotes. Save time, win more business!
Project timesheet approval
Empower customers to review and approve the timesheets submissions for a project through the customer portal. Ensure transparency and accurate invoicing for the projects you take up.
Learn customer satisfaction
Gain authentic ratings and reviews from your customers, right where they engage with your business—the customer portal. Collect feedback to share proudly with the world and find opportunities to grow.
Improve customer communication
Make it easy for customers to email you
Your email address is accessible on the portal, allowing you to receive customer emails.
Negotiate on comments
Communicate via comments on projects, invoices, quotes, and sales orders to appreciate quick payments, negotiate prices, or provide other updates.
Enable customer support
With Zoho SalesIQ integration, your customer support team can take chat or calls raised from the customer portal.
Ensure timely follow up with notifications
Stay informed about customer interactions in the portal, including viewing of quotes, to ensure timely follow-ups and improved customer satisfaction.
Collect details and documents
Simplify customer onboarding
Onboard customers quickly with minimal data entry. Allow customers to update personal and payment details (bank or card information) by themselves via the portal. Free up time for important tasks.
Send and receive documents
Customers can upload documents directly through the portal, and you can access them through the corresponding Zoho Books contact. Say goodbye to manually downloading and attaching reference documents to customers. Further, you can attach documents to transactions and choose to display them on the portal.
Extend your brand via the client portal
Banner and appearance
Use the welcome banner to broadcast a message to all customers. Change your portal color to match your brand colors or that of an ongoing campaign.
Display subscription details
Customers charged via Zoho Billing can also view their subscription plan details and payments on the same customer portal.
Showcase your brand better
Place a custom menu item and embed webpages or tools on the portal. Offer your customers easy access to promotional pages, event registration pages, online catalogs, or support documents.
More ways to collaborate with Zoho Books
Vendor Portal
If you frequently communicate with your vendor, give them vendor portal access for faster invoice receipts and purchase order approvals. Learn more about the vendor portal.
Accountant collaboration
You can invite your accountant to manage your budgets, bank accounts, and general ledger. Know more about what’s in store for accountants in Zoho Books.
Collaboration in Zoho Books
You can invite your accountant to manage your budgets, bank accounts, and general ledger. Know more about what’s in store for accountants in Zoho Books.
