A Smarter, More Secure Way to Build Your Business Portal

Zippy Portal combines user management, training, collaboration, and automation – so you can streamline operations, engage users, and scale effortlessly.

User & Access Management

  • Easily manage users, roles, and permissions to keep your portal secure and organized.
  • Users & Groups – Organize users into groups for easier management.
  • Role-Based Access Control – Ensure the right people see the right content.
  • Group Admins – Allow designated admins to manage users in their group.

Collaboration & Communication

  • From onboarding to deal tracking, keep your team, partners, and customers connected with built-in communication tools.
  • Discussion Forums – Foster engagement and knowledge sharing.
  • Direct Messaging – Securely communicate within the portal (Pro & Enterprise)
  • Deal & Opportunity Registration – Easily track partner-submitted deals and sync with your CRM.
  • Seamless Integrations – Connect with Slack, Microsoft Teams, and your existing collaboration tools.

Training & Certifications

  • Provide structured learning experiences with built-in LMS functionality.
  • Training Courses – Offer self-paced or instructor-led training.
  • Certifications – Issue certificates upon course completion or passing an exam.
  • Progress & Completion Reports – View learner progress, quiz scores, and training analytics.
  • AI-Powered Learning Recommendations – AI suggests relevant courses based on user progress, past enrollments, and content engagement.
  • Automated Learning Paths – Assign courses & track progress automatically. (Enterprise only)

AI That Works for You – Smarter Search, Smarter Workflows

  • Save time, reduce manual effort, and get the right information at the right time.
  • Smart Search – Quickly find documents, training materials, and discussions with AI-powered search.
  • Content Recommendations – AI suggests materials based on user behavior.
  • Automated Workflows – Reduce manual work with AI-driven automation. (Enterprise Only)

Security & Compliance

  • Keep your data secure with enterprise-grade protection.
  • 256-Bit Encryption – All transmitted data is encrypted to meet industry standards.
  • Role-Based Access Control – Ensure only authorized users can access sensitive information.
  • Data Backups & Redundancy – Automatic daily backups protect against data loss and failover protections prevent a server outage from taking your portal offline.
  • Secure Authentication – All accounts are protected with multi-layered security including optional Two-Factor Authentication (2FA)
  • Single Sign-On (SSO) – Secure login with identity providers (Enterprise)
  • API Access – Custom integrations & data access (Enterprise)

Reporting & Insights

  • Turn data into actionable insights with built-in analytics.
  • User Engagement Reports – See how users interact with content, discussions, and training materials.
  • Training & Certification Insights – Track course enrollments, completion rates, and certification pass rates.
  • Deal & Opportunity Tracking – View real-time sales & partnership metrics, including revenue impact. (Pro and Enterprise)
  • Advanced Filtering & Custom Reports – Drill down into analytics with advanced filtering & segmentation (Enterprise only)
  • Export Data for External Analysis – Download reports as CSVs or connect with external BI tools. (Enterprise only)

Customization & Design

  • Create a seamless, branded experience for your users.
  • Fully White-Labeled – Your logo, color, and branding – no Zippy Portal logos.
  • Customizable User Dashboards – Tailor the experience to show the most relevant data.
  • Mobile-Optimized Experience – Access your portal from any device with a responsive UI.

See Zippy Portal in Action

Whether you’re managing internal teams, customers, or partners, Zippy Portal provides everything you need – all in one platform.

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