Client Portal
Clients answer their own questions.
The “where is my order” emails stop. Clients look it up themselves.
What it is
Most of the inbound from clients was the same question in different words: where is my order, what did we agree, did that invoice go out. All of it was answerable from data we already had in Zoho, it was just locked inside our tools. The portal gives each client their own window into it.
It syncs accounts, contacts, deals and invoices from Zoho CRM and Books, provisioning a client login automatically from the contact record. Each client sees their orders, landed costs, QC reports, documents and invoices, plus their own call history with transcripts from Zoom and RingCentral and their email thread history pulled from CRM.
There is an Ask AI tab that answers questions grounded strictly in that client’s own orders, deals, invoices, transcripts and emails, and a defect flow that opens a 14-day window after delivery for the client to report issues with photos, with reminders and automatic close-out. It runs in Docker with separate production and staging stacks.