Client Portal Software Resources

Zoho CRM offers a free version, but it also provides various paid plans with additional features and capabilities. The free version typically has limitations on the number of users and features compared to the paid plans, making it suitable for smaller businesses or for those looking to explore its basic functionality.

It wouldn't be intended for two companies to use one account. You can get two accounts. I have one for my company and one account for my non-profit. Also, if you're wanting for your clients to have access to their own portal, you can apply as a reseller, if you already use it.

It depends on the industry, but it's used for collecting all kinds of information from clients. Some examples are client onboarding and document collection. It eliminates the back-and-forth of trying to get information from clients.