I noticed that Zoho, just like many other CRM solutions tend to focus on sales alone, and doesn't fit a subscription model very well. So once you have a bunch of deals in the pipeline, you'll want to close them as 'won'; However, if you have customers on subscriptions with expiration dates, renewals, etc. One way to manage that is to pair zoho or hubspot with an application that supports existing customers,... Source: about 2 years ago

I've looked into client-portal.io, GiveWP, gravity forms, WP customer area, and memberpress, but unless I'm mistaken, they all are missing a feature, too expensive, etc. Source: 7 months ago

Most user portal plugins can do this e.g. client-portal.io. Source: 11 months ago

What do you mean “adapts to each user”? Like a client portal? https://client-portal.io. Source: over 1 year ago

Thanks! I’m pretty well versed in Wordpress, have built a number of sites with it. I wasn’t sure how to handle the customer portal, but I just found this which looks like it would work, https://client-portal.io/. Source: almost 2 years ago

Https://client-portal.io/ does most of what you're after. Source: almost 2 years ago