Build a client portal in zoho one
Budget: £20 – £250 GBP
We are using zoho one and need a client portal building.
The client portal needs to link zoho books, zoho crm, zoho projects and zoho workdrive. There may be other apps as well but these are the main ones.
The objective is to give us the ability to have our customers login to their portal and see invoices, quotes, proposals, project updates, approvals for creatives on the projects, feedback on work, raise tickets, and see previous signed contracts and quotes and upload their creative assets and information for us to complete the work.
If you feel its going to take longer than the budget allows, please put what you feel and let me know why in your proposal.
The client portal needs to link zoho books, zoho crm, zoho projects and zoho workdrive. There may be other apps as well but these are the main ones.
The objective is to give us the ability to have our customers login to their portal and see invoices, quotes, proposals, project updates, approvals for creatives on the projects, feedback on work, raise tickets, and see previous signed contracts and quotes and upload their creative assets and information for us to complete the work.
If you feel its going to take longer than the budget allows, please put what you feel and let me know why in your proposal.