Zoho Creator App Development for a Financial Analysis Company
A financial analysis and risk investigation company needed a secure customer-facing application that could integrate with its existing e-commerce platform and multiple external data services.
The solution had to provide customers with a personal account, support Single Sign-On, process information from external sources, and maintain strict control over permissions and data access.
CRMOZ designed and developed a custom application using Zoho Creator and Customer Portal, creating a secure environment that connects the company's e-commerce experience with its financial analysis services.
Industry
Finance
Service
Company size
70 employees
Country
USA
Business Challenge
The client's e-commerce website was the starting point of the customer journey, but customers also needed access to a separate application containing their individual data and financial information.
A major requirement was to make this transition seamless: users should authenticate once on the e-commerce platform and access the application without going through another login process. Security was also one of the project's highest priorities. Crmoz
Key requirements included:
✔️ Build the solution on a low-code or no-code platform.
✔️ Provide customers with a secure personal account.
✔️ Implement Single Sign-On using SAML.
✔️ Eliminate additional login steps between platforms.
Solution
CRMOZ began the project with a discovery stage to define the application architecture before development.
The discovery process resulted in a Product Requirements Document, development stack, and architectural scheme, establishing the technical foundation for the project. Crmoz
Zoho Creator was selected as the primary low-code development platform, together with its Customer Portalfunctionality.
The portal was configured to support multiple users with different permission and data-access levels. From the customer's perspective, it functions as a personal cabinet where each user can access the information relevant to their account.
CRMOZ also implemented SAML-based Single Sign-On, allowing customers to authenticate through the existing e-commerce platform and access the application without an additional login.
Key Features
- Custom Zoho Creator application
- Zoho Creator Customer Portal
- SAML Single Sign-On
- E-commerce → application SSO
- Personal customer accounts
- Role-based permissions
- Different data-access levels
- Customer activity control
- Custom portal domain
- Third-party service integrations
Results and Achievements
The project resulted in a fully developed application that successfully progressed from discovery and development through testing into production.
During testing, CRMOZ refined several user-interface elements based on actual usage. Functional and customer usage testing demonstrated that the system could efficiently support the client's business processes, and the application was subsequently deployed into production. CRMOZ continues to support the system with maintenance services.
The completed solution delivered:
- A production-ready customer application.
- Secure customer access through SAML SSO.
- One authentication flow across the e-commerce platform and application.
- Individual customer portals.
- Controlled permissions and data access.
- Integration with multiple external services.
60%
50%
Fewer Login Steps
100%
Project Outcome
CRMOZ transformed the client's requirements into a secure, production-ready customer application that combines Single Sign-On, personal portals, role-based access, external data integrations, and automated communication within a flexible Zoho Creator environment.
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