Zoho Subscriptions
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5 results found
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Customer Portal
Hi
I think having a Customer portal where a customer can view the status of their subscription, view past invoices, payments etc even upgrade / downgrade from there. Similar portal idea to Zoho Books portal would be a great feature. We look after a lot of Fitness Studio who are wanting a system that their members can access to view their membership / subscriptions.11 votesHello Everyone,
We are happy to announce the release of Client Portal feature for Zoho Subscriptions.You can now invite your customers to view subscriptions, invoices, make online payments and update card information through the portal.
For more information on how to enable the client portal, take a look at the document below.
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Filter for Customers without a Subscription
We need the ability to show a list of customers who do NOT have a subscription tied to their account. As of right now, we have to manually click each account and visually check to see if there is a subscription tied to the account. Needless to say, with over 100+ accounts, this is nearly impossible to manage.
8 votesWe have added the non-subscribers filters in customers for the above request.
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Live chat or direct messaging system in client portal
I think an option for live chat or direct messaging via the portal is a good option. So when us and the client are logged in we can talk easyier. Great for smaller companies.
4 votesDear customers,
We are happy to inform that Zoho Subscriptions is now integrated with Zoho SalesIQ. This integration allows you to set up live chat support within your customer portal.
By providing real-time assistance to your customers via the self-service portal, you can close your books faster, keep more customers happy, and elevate your overall customer experience.
To set up this integration, you can log in to your Zoho Subscriptions account and choose Settings > Integrations > Zoho apps > Zoho SalesIQ.
If you’d like to share feedback on this integration, feel free to write to us at support[at]zohosubscriptions[dot]com
Regards,
Reshma -
Add Custom Fields to Advanced Search
We really need to use Custom Fields in the Customer records to be able to use Subscriptions. Currently we can't search based on information in the custom fields. This is almost a show stopper for us as it makes it very difficult for users to quickly locate customers.
3 votesHi there,
Zoho Subscriptions allows you to perform an ‘advanced search’ to filter customer records based on the customer-level custom fields you create.
You can try this and share your feedback to support[at]zohosubscriptions[dot]com
Regards,
Reshma -
subscription invoice
link to Zoho Invoices from Zoho Subscriptions top-left apps menu
2 votesHi Mark,
Option to navigate from Zoho Subscriptions to Zoho Invoice is available now. Zoho Invoice is listed along with other apps in top-left.
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