Work with Gregory
ZE extensions · Client portals

ZE Portal

Create branded client portals from Zoho CRM and keep documents, forms, questions and follow-up moving.

Available now

More capability, without leaving Zoho CRM.

Built from real operational needs, with a focus on dependable workflows and a polished user experience.

Explore ZE Portal
What it does
Launch secure, branded client portals
Share files, forms and CRM information
Collect documents and structured responses
Automate reminders and client journeys
Keep every interaction connected to Zoho CRM
Give clients a polished self-service experience
Use cases

Where teams feel the difference.

  • Onboarding packs that collect documents without email chaos
  • Matter or engagement portals for professional services
  • Ongoing information requests with automated reminders
Requirements
Zoho CRM
Branded portal configuration for your organisation
Clear request templates and document types
Reviews

What ZE Portal users say.

Five-star reviews written about ZE Portal on Zoho Marketplace.

5.07 reviews
Samuel RobertsZE Portal

“Greg has been fantastic throughout the onboarding process. I had three video calls with him, and he was incredibly helpful, nothing was too much trouble. He patiently answered all my questions, taught me how to navigate the system, and resolved any issues quickly and with a great attitude. ZE Portal has truly been a game changer for us, drastically reducing our customer follow-up time and our team’s admin load. Both our customers and team love it. I would highly recommend to all! :)”

AlanZE Portal

“Working with Greg from ZE Portals has been a game-changer for my startup business. His high-speed support and quick understanding of my needs is really refreshing and he has consistently impressed me as he goes beyond what is required every time we interact. Greg’s thorough knowledge of both his own product and the Zoho ecosystem has made him an invaluable partner. He not only listens well but also thinks beyond what I’m asking, offering additional insights based on his experience. Friendly, helpful, and always ready to assist, Greg’s personality and expertise make him a great source of help and an essential partner for anyone looking to set their business up for success. I couldn’t recommend ZE Portals more highly and love the product!”

Guillermo DesentisZE Portal

“Nice portall, easy to use and very customizable! Also Greg is very helpfull in setting everything in!”

Luca NavoneZE Portal

“Very good extension! Excellent support (very patient with me helping me get everything set up!). Highly recommend to any business that needs to collect documents or data from their clients as this saves us so much time!”

Jennifer CruseZE Portal

“Amazing tool for law firms!”

Richard ClarkZE Portal

“The Client Portal has been amazing for my Mortgage Business as I usually would spend hours if not days chasing my clients for their documents which is now done automatically every 3 days. Being able to Approve or Decline documents is also a really useful feature I use all the time.”

Randall HillZE Portal

“This tool is super flexible, extremely powerful, and feature-rich. We are a B2C law firm in the US, and this tool is perfect for us.”

Pricing

Plans designed to grow with you.

Prices shown are current guide prices. Final inclusions and availability are confirmed before purchase.

01

Starter

£99/monthper organisation
02

Professional

£149/monthper organisation
03

Business

£299/monthper organisation
FAQ

Common questions.

Does ZE Portal replace email entirely?

It replaces the fragile parts: chasing documents, unclear outstanding items and disconnected files. Teams still email when conversation is needed.

Is client data kept against the CRM record?

Yes. Portal activity is designed to stay connected to Zoho CRM so your team works from one operational picture.

Get started

Bring ZE Portal into your CRM.

Discuss your requirements