Your clients want clarity, not confusion. A self-service portal makes collaboration smooth, efficient, and scalable.
Clients get frustrated digging through email to find the latest file, meeting notes, or project status.
We provide a unified client portal that integrates CRM, Projects, Analytics, and WorkDrive.
Clients have to ask for updates instead of accessing information on their own.
We create live dashboards, status pages, and shared views clients can log into any time.
Staff waste time sending updates, links, and explanations that could be automated.
We automate project and status updates using Zoho Projects, WorkDrive, and CRM data.
Each client interaction looks different, and there’s no standard or branded experience.
We customize your client portal to match your brand, standardizing layouts and interactions.
Teams don’t know what’s been shared with the client, leading to confusion or repetition.
We make client-facing resources accessible internally via linked CRM and portal data.
"The Gloo team’s support and development has been invaluable to help our team get over some of the more complex areas of Zoho."
