Catalyst Connect Zoho CRM Client Portal

Description

The plugin utilizes data directly from the Zoho CRM and allows the user to pick and choose which data is visible on your website, customizing the appearance to look exactly how you want it. It also features different view and edit permissions along with various data types allowing your customers to be better informed and up to date with current information. Communication is key for any organization, and now you can do it with the most efficiency and professionalism using the Catalyst Connect Zoho Client Portal for WordPress. Ideal for those who want to display data from within their CRM to users in WordPress.

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Installation

  1. Upload the plugin files to the /wp-content/plugins/plugin-name directory, or install the plugin through the WordPress plugins screen directly.
  2. Activate the plugin through the ‘Plugins’ screen in WordPress.
  3. Go to the new menu item labeled “Client Portal”.
  4. Follow the steps outlined on that page in order to connect the plugin with your Zoho CRM account.

FAQ

What version of WordPress will the plugin work with?

Version 4.9.10 and above.

Which version of PHP will the WordPress plugin work with?

The plugin requires PHP 5.6 or newer.

Is there a limit on the number of users who can access the portal?

Yes, the free version of the plugin is limited to 5 users. If you need more, please have a look at our paid plugin which also integrates with other Zoho apps: https://catalystconnect.com/zoho-client-portal-for-wordpress/

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Contributors & Developers

“Catalyst Connect Zoho CRM Client Portal” is open source software. The following people have contributed to this plugin.

Contributors