About the Zoho CRM, Client Portal and Client Resource Center

Zoho One + CRM

Tour the great features you’ll find in your tailored CRM! These customizable tools help you stay organized, create and schedule email marketing campaigns, and efficiently manage your priorities. The CRM tools work seamlessly in sync with the Client Portal on your Client Resource Center website!

Client Portal

We take the pain out of guiding your customers to manage their projects and meet recurring needs. Your clients can find previous orders, view tracking information, update their profile, communicate with you, share their responsibilities, simplify planning, and so much more using the Client Portal.

Client Resource Center

The Client Resource Center showcases ideas for various themes, provides your clients with helpful information and offers a gateway to the Client Portal. The Resource Center is customized and branded to make it unique to you – even featuring your favorite product recommendations, and more!

Working for You!

Your business is unique. It incorporates your style and personality. Understanding how you run, manage and grow your business is important to us.

You need to be able to work with a partner to identify your processes, pain points, objectives and goals so your goals can be achieved and your pain relieved. We want to be that partner for you. Being able to address all these aspects of your business is the purpose of our platform. Let’s have a discovery meeting to see how you can benefit from the platform and our expertise as we help you run, manage, and grow your business!

A Package that Suits You

You have specific needs and we have package options to meet those needs. You can choose from several packages depending on what fits you, from basic to highly customized–You choose what your business needs, and see how we can optimize your processes to save you time and grow your business.