What CRM information would be needed by customers? Is there a portal for Zoho One where customers can see their pending invoices, open tickets, paid invoices, projects, etc?
Zoho has a few portals. One for sales, one for accounting, one for projects, etc. If you need your customers to have access to more than one portal i would go with a custom portal. That's assuming you have 20-30k to invest.
Question for Lior in the Creator section: You mentioned better spending money on the web. What are you referring to? Some sort of a web front (what platform? React?) that uses webhooks and API calls to the Zoho backend? Or are you referring to Zoho Sites (I find Zoho sites very difficult to modify and adjust to your needs. I can't imagine integrating it with Zoho applications other than basic CRM intake forms). Can you elaborate on this?
I will provide a quick answer and will provide more info in the upcoming Q&A. In general when we need to create a portal we create a web portal on a web server (not zoho sites). 99% of the times its react with mongoDB. we will sync data with the portal from zoho apps (crm, books, etc)
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What CRM information would be needed by customers? Is there a portal for Zoho One where customers can see their pending invoices, open tickets, paid invoices, projects, etc?
Zoho has a few portals. One for sales, one for accounting, one for projects, etc. If you need your customers to have access to more than one portal i would go with a custom portal. That's assuming you have 20-30k to invest.
Question for Lior in the Creator section: You mentioned better spending money on the web. What are you referring to? Some sort of a web front (what platform? React?) that uses webhooks and API calls to the Zoho backend? Or are you referring to Zoho Sites (I find Zoho sites very difficult to modify and adjust to your needs. I can't imagine integrating it with Zoho applications other than basic CRM intake forms). Can you elaborate on this?
I will provide a quick answer and will provide more info in the upcoming Q&A.
In general when we need to create a portal we create a web portal on a web server (not zoho sites). 99% of the times its react with mongoDB. we will sync data with the portal from zoho apps (crm, books, etc)