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A clearer view of
your business.

Ventana gives your customers a beautiful, fast portal that connects directly to Zoho - fully built and managed for you.

portal.yourcompany.com
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Welcome back, Sarah

Here's your account overview

Account Status
Active
Open Invoices
2
Next Payment
Mar 15

Recent Activity

Payment received — $250.00
Invoice #1042 generated
Support ticket resolved

Why teams switch to Ventana

Everything your customers need. Nothing they don't.

Zoho Native

Connects directly to your Zoho data. CRM, Books, Desk, and more; all in sync, all the time.

Beautiful by Default

A modern, responsive portal your customers will actually enjoy using. No design skills required.

We Build It for You

No DIY configuration. Tell us what your clients need to see and we handle the rest.

Custom Branding

Your logo, your colors, your domain. Ventana disappears so your brand shines.

Role-Based Access

Control exactly what each customer sees. Admins get the full picture, clients see what matters.

Simple, Scalable Pricing

No tiers, no feature gating. One simple price that scales with your business.

Connected to the tools you already use

Live integrations with the Zoho apps your business runs on — with more on the way.

CRM
Books
WorkDrive
Sign
Desk
Analytics
Projects
Billing
Creator
Vault
People
Contracts

● Live  ·  ○ Coming soon

Get a closer look

Click any category to see exactly how Ventana works under the hood.

🔒

Security & Access

Encryption, 2FA, audit logs

🔄

Integration Details

How each Zoho app connects

🎨

White-Label

Your brand, front and center

⚙️

Admin Tools

Configuration & control

🏗️

Platform

Architecture & data model

Security & Access Control

Enterprise-grade security on every plan — not locked behind a premium tier.

Two-factor authentication on every plan

TOTP-based 2FA via authenticator apps like Google Authenticator or Authy. Every portal user is enrolled during their first login — no extra cost, no add-on required.

Trusted device management

Once a user verifies MFA on a device, it stays trusted for 14 days. Trust tokens are SHA-256 hashed and stored server-side with automatic expiry cleanup — so users aren't entering codes every single login.

AES-256-GCM token encryption

All stored Zoho OAuth tokens are encrypted with AES-256-GCM before they touch the database. Ventana never holds plaintext API credentials.

Full audit logging

Every portal action is logged in Ventana's platform database — not an optional plugin sitting on a separate host. A complete, tamper-resistant trail of who did what and when.

Four distinct user roles

Admin, User, Professional, and Contact — each with per-module access control. Admins toggle exactly which portal sections (account info, invoices, documents, signatures, support) each role can see.

Webhook authentication

Every inbound webhook from Zoho is validated with timing-safe secret comparison to prevent spoofing. No open endpoints, no guessable URLs.

Integration Details

Every integration pulls live from your existing Zoho data — no stale copies, no manual syncing.

Zoho CRM — live, field-level control

Admins choose exactly which CRM fields to expose in the portal, per module (Contacts, Accounts, Deals, and more). Data is read directly from Zoho's API in real time. Contact changes in CRM — like email updates — sync automatically to the portal via webhooks.

Zoho Books — invoice visibility for end users

Your clients' customers can view and track their invoices directly in the portal, pulled live from Zoho Books. No PDFs to email, no manual sharing — they log in and see what's current.

Zoho WorkDrive — flexible folder access

Connects directly to your existing WorkDrive folder structure. Admins choose which folders to expose — any number, any layout. Portal users can upload files directly, and the system sends branded email notifications to the right person on your team automatically.

Zoho Sign — full signer visibility

Portal users see every signer on a document, who has signed, and exactly where the document sits in the signing process. Not just completed files — the full picture, in real time.

Zoho Desk — support tickets in the portal

Customers view and manage their support tickets without leaving the portal. No separate login to Zoho Desk, no context switching.

Coming soon — Creator, Vault, People, Contracts

Creator integration will let you surface custom Zoho Creator apps directly inside the portal. Vault, People, and Contracts are next on the roadmap — expanding what clients can access and act on without leaving the portal.

White-Label Branding

Ventana disappears completely. Your clients only ever see their own brand.

Full visual customization

Set your logo, primary color, secondary color, text color, and button color. The entire portal adapts — login screens, dashboards, navigation, everything — to match your client's brand identity.

Custom subdomain or your own domain

Every portal gets a subdomain like portal.yourcompany.com out of the box. Or point a fully custom domain — your client's users never see "ventana" anywhere.

Branded transactional emails

Every email the portal sends — password resets, account confirmations, upload notifications, email change verifications — uses your client's logo and brand colors. Most competitors skip this entirely.

Branded from the first page load

Even the pre-login screen resolves branding from the domain, so users see the right company identity before they've even entered their credentials.

Admin Tools

A clean admin panel that gives you real control — without the complexity.

Toggle integrations on or off

CRM, WorkDrive, Invoices, Sign, and Desk can each be independently enabled or disabled per organization. Only show what your client actually needs.

Field-level CRM configuration

Admins choose which CRM fields are visible in the portal — not just which modules. Configure per-module across Contacts, Accounts, Deals, and more.

Role-based module access grid

A visual toggle matrix where admins set which roles can access which portal sections. Professionals, Users, and Contacts each get their own row — admins always have full access.

Smart upload notifications

When a portal user uploads a file, the notification routes to the right person — the CRM contact owner, or the owner on a related module like Accounts. Configurable per organization.

Schedulable announcement banners

Post announcements inside the portal with start and end dates. Banners display automatically during the scheduled window — no manual toggling.

Mass user invite

Upload a CSV or XLSX to invite portal users in bulk. Download a template, fill in the details, upload, and invitations go out — no one-at-a-time data entry.

Platform Architecture

Built as a modern SaaS platform — nothing to install, nothing to maintain.

Portal data lives in its own secure database

Ventana manages all portal data in its own encrypted database. We don't push fields into your client's Zoho CRM — only minimal identifiers like contact IDs and folder IDs reference back to Zoho. Their CRM stays clean.

Hosted SaaS — no WordPress, no plugins

Nothing to install, update, or maintain. No WordPress dependency, no plugin conflicts, no theme compatibility issues. Ventana runs as a fully managed service.

Real-time sync via webhooks

Changes in Zoho CRM — like a contact email update — automatically sync to the portal through authenticated webhooks. No manual re-imports, no stale data.

Open integration architecture

Built to connect to any API, not just Zoho. If a client needs a non-Zoho tool surfaced in the portal, the architecture supports it.

Mobile-friendly by design

A purpose-built responsive interface that works cleanly on any device — not dependent on a WordPress theme or third-party CSS framework.

99.5% uptime target

Ventana targets 99.5% availability, excluding scheduled maintenance and third-party service disruptions.

Simple, honest pricing

No tiers. No feature gating. Just a base fee and a flat per-user cost.

Simple pricing
$29
base / month
includes 1 user
+
$1.50
per additional user
Portal users
1500+
Your monthly cost
$65.00/mo
Full portal — no feature gating
All Zoho integrations included
Custom branding & your domain
Role-based access control
We build & maintain your portal

Custom implementation quoted separately

Ready for a better portal?

Get in touch and we'll scope out your implementation.