You will get ZPortals Unified Customer Portal for Zoho CRM, Zoho Books & Zoho Desk
Rising Talent
Rising Talent
Project details
With ZPortals, your business can provide a centralized customer portal where clients can track invoices, submit support tickets, view account details, and interact with your team without constant manual communication.
I will design and configure a secure, branded ZPortals system connected to your Zoho applications to improve customer experience, streamline communication, and automate client management.
This solution is ideal for service businesses, SaaS companies, agencies, consultants, and subscription-based businesses that want a modern and automated client portal.
What You Will Get
✔ ZPortals customer portal setup and configuration
✔ Integration with Zoho CRM, Zoho Books, and Zoho Desk
✔ Secure client login and role-based access
✔ Invoice and billing visibility via Zoho Books
✔ Support ticket system integration via Zoho Desk
✔ Customer data synchronization with Zoho CRM
✔ Portal branding and layout customization
✔ Testing and deployment support
By the end of the project, your business will have a fully functional client portal that improves transparency, communication, and customer satisfaction.
I will design and configure a secure, branded ZPortals system connected to your Zoho applications to improve customer experience, streamline communication, and automate client management.
This solution is ideal for service businesses, SaaS companies, agencies, consultants, and subscription-based businesses that want a modern and automated client portal.
What You Will Get
✔ ZPortals customer portal setup and configuration
✔ Integration with Zoho CRM, Zoho Books, and Zoho Desk
✔ Secure client login and role-based access
✔ Invoice and billing visibility via Zoho Books
✔ Support ticket system integration via Zoho Desk
✔ Customer data synchronization with Zoho CRM
✔ Portal branding and layout customization
✔ Testing and deployment support
By the end of the project, your business will have a fully functional client portal that improves transparency, communication, and customer satisfaction.
Programming Languages
PHP, HTML & CSS, PythonCoding Expertise
Cross Browser & Device Compatibility, Localization, DesignWhat's included
| Service Tiers |
Starter
$250
|
Standard
$500
|
Advanced
$750
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Revisions | 1 | 1 | 1 |
Number of Pages | 5 | 10 | 15 |
Design Customization | |||
Content Upload | |||
Responsive Design | |||
Source Code |
Frequently asked questions
6 reviews
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ZA
Zabeth A.
Mar 27, 2026
Zoho CRM Expert Needed | Automation, Integration, Zoho Creator & Workflow Optimization
Wuraola did an excellent job optimizing our Zoho CRM and automating key workflows. She understood both the technical and strategic aspects of our needs and delivered efficient, scalable solutions.
Great communication and a smooth experience overall, highly recommended.
Great communication and a smooth experience overall, highly recommended.
AI
Abdulkareem I.
Mar 25, 2026
30 minute consultation
Wuraola was fantastic to work with, highly knowledgeable in Zoho CRM and workflow automation. She quickly understood our needs, optimized our processes, and delivered clean, scalable solutions with clear guidance.
Highly recommended for any Zoho-related projects.
Highly recommended for any Zoho-related projects.
CU
Chika U.
Mar 19, 2026
30 minute consultation
I had a great consultation with Wuraola. She quickly identified gaps in my Zoho setup and provided clear, practical steps to improve my workflows and automate tasks.
SO
Shukroh O.
Mar 18, 2026
Zapier / Make Automation Setup for Email, CRM & Workflow Integration
Wura is a great fit for this project, with hands-on experience building reliable workflows using Zapier, Make, and n8n to automate lead capture and data transfer.
She is a clear communicator, detail-oriented, and solution-oriented, ensuring high-quality results. Wura is also reliable, collaborative, professional, and fully accountable for outcomes.
She is a clear communicator, detail-oriented, and solution-oriented, ensuring high-quality results. Wura is also reliable, collaborative, professional, and fully accountable for outcomes.
RI
Ridwan I.
Mar 15, 2026
30 minute consultation
Wura is a clear communicator who takes the time to understand existing workflows before suggesting improvements. During the consultation, Wura demonstrated a strong commitment to quality and paid close attention to details while reviewing our processes.
Wura approached the project with a solution-oriented mindset, identifying practical opportunities to automate repetitive tasks using tools like Zapier, Make, n8n, CRM automation, and API integrations. Wura was also very reliable and collaborative throughout the process, ensuring ideas were discussed clearly and professionally.
Overall, Wura showed professionalism and accountability for outcomes, providing actionable recommendations to help streamline operations and build scalable AI-powered automation systems.
Wura approached the project with a solution-oriented mindset, identifying practical opportunities to automate repetitive tasks using tools like Zapier, Make, n8n, CRM automation, and API integrations. Wura was also very reliable and collaborative throughout the process, ensuring ideas were discussed clearly and professionally.
Overall, Wura showed professionalism and accountability for outcomes, providing actionable recommendations to help streamline operations and build scalable AI-powered automation systems.
About Wuraola
Email & CRM Automation Specialist | Lead Nurturing & Workflow Systems
100%
Job Success
Lagos, Nigeria - 10:12 pm local time
Most businesses don’t struggle to get leads; they struggle with what happens after the lead comes in.
Leads get lost, follow-ups are inconsistent, and CRMs are not properly connected to email marketing systems.
That’s the gap I help fix.
I build email and CRM automation systems that connect your lead capture, email marketing, and sales process into one automated workflow, so leads are followed up, organized, and managed without manual work.
I use tools like Zoho CRM, Mailchimp, Zapier, and other automation tools to connect disconnected systems and turn them into simple, automated workflows that keep your business running smoothly in the background.
𝗪𝗛𝗔𝗧 𝗜 𝗖𝗔𝗡 𝗛𝗘𝗟𝗣 𝗬𝗢𝗨 𝗪𝗜𝗧𝗛:
✅ CRM setup & sales automation (Zoho CRM, pipeline design, lead management)
✅ Email marketing automation (welcome sequences, drip campaigns, lead nurturing)
✅ Workflow automation between tools using Zapier, Make, and n8n
✅ API integrations and webhook connections between apps
✅ CRM system cleanup, restructuring, and migration
✅ Automation troubleshooting and optimization
𝗪𝗛𝗔𝗧 𝗜 𝗙𝗢𝗖𝗨𝗦 𝗢𝗡:
I don’t just connect tools; I design systems that reduce manual work, eliminate errors, and make your business run more efficiently in the background.
My goal is to help you save time, improve response speed, and ensure no lead is ever lost.
𝗘𝗠𝗔𝗜𝗟 & 𝗖𝗥𝗠 𝗦𝗣𝗘𝗖𝗜𝗔𝗟𝗜𝗭𝗔𝗧𝗜𝗢𝗡:
✅ Email marketing automation (welcome sequences, drip campaigns, lead nurturing)
✅ CRM setup, customization, and pipeline automation (Zoho CRM)
✅ Lead capture → CRM integration and workflow automation
✅ Email campaign automation using Zoho Campaigns and Mailchimp
✅ Workflow automation between tools using Zapier
✅ CRM cleanup, restructuring, and optimization
✅ Basic integrations between marketing, CRM, and sales tools
𝗪𝗛𝗔𝗧 𝗬𝗢𝗨 𝗚𝗘𝗧:
✅ Faster lead follow-up and response times
✅ Automated email nurturing systems
✅ Better organized CRM and pipelines
✅ Fewer missed leads and opportunities
✅ Reduced manual work for your team
✅ More consistent customer communication
𝗪𝗛𝗢 𝗧𝗛𝗜𝗦 𝗜𝗦 𝗙𝗢𝗥:
✅ Small businesses that want to automate lead follow-up
✅ Service-based businesses that lose leads after inquiries
✅ Startups building their CRM and email systems
✅ Agencies that need simple automation systems
If your leads are coming in but not being properly followed up on, I can build a simple automation system that connects your CRM and email marketing so every lead is automatically nurtured, tracked, and never missed.
Send me a message, and I can map out a simple automation system to fix your CRM and email workflow.
Steps for completing your project
After purchasing the project, send requirements so Wuraola can start the project.
Delivery time starts when Wuraola receives requirements from you.
Wuraola works on your project following the steps below.
Revisions may occur after the delivery date.
Portal Configuration & Zoho Integration
First, I will configure your ZPortals customer portal and connect it with your Zoho CRM, Zoho Books, and Zoho Desk accounts.
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I will set up user access, permissions, and portal modules so customers can securely view their invoices, submit support tickets, and manage their account information.