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Client Portal

  • May 23, 2024
  • 1 reply
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Sherranda

Hello, I have been using Zendesk as a CRM for years. I am looking at videos to learn how to maximize the platform but really overwhelmed. I am looking to see if there is a client portal within Zendesk where I can share documents with my clients in a centralized location just for me and the client and also within that client space we can communicate as well and maybe I can share information and announcements? Can you advise?

    1 reply

    G
    • Gabriel32
    • May 27, 2024

    Hi Sherranda,

    As of the moment, we don't have a client portal feature available in Zendesk Sell or CRM.  If you need this feature, you might consider adding Zendesk Support + Guide, this will allow you to create your own customer portal. 

    Since, Zendesk Guide enables you to provide end users with a complete self-service support option and empowers agents to better help customers. Using Guide you can create a help center that includes:

    • Branded customer-facing support site
    • Knowledge base, for publishing self-service content
    • Community, for customer collaboration (available on Suite Professional and above; not available for Support + Guide customers)
    • Customer portal, where customers submit tickets and also manage their tickets (ticket management is not available on Suite Team)

    For more information, please see this article:

    Using Zendesk Support and Zendesk Guide together

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