Salesforce-integrated Customer Portals.
An alternative to Salesforce Communities, but more affordable.

A customer portal is a secure, self-service website where your customers get support, find answers, complete training, and manage their account. Magentrix is CRM-integrated customer portal software that connects to Salesforce or Microsoft Dynamics, giving customers self-service support, a knowledge base, training (LMS), case management, and community in one branded portal.

Customer Management solutions

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Trusted by the best companies in the world

Features

What features do you get with our Customer Management solutions?

Here are just some of the features – click the button below to view all.

Case Management

Improve customer service with a help desk. Manage support tickets customers submit.

Customer Journeys

From customer self-registration to onboarding to training and more, customers are intuitively guided to their next step.

Knowledge Base

Self-service support resource where customers can access information in article format.

Training (LMS)

Customer success starts with customer enablement – training and education.

Ticket Deflection

Shows customers potential answers to their query from existing answers – resulting in less support tickets for your team.

CRM Integrations

Best-in-class Salesforce and MS Dynamics integrations. The customer portal gives visibility to the CRM data you grant your customers access to.

See all features

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Simplify the CX with multiple avenues for support

Case Management

Customers prefer talking to humans. Let them reach you with support tickets.

Knowledge base, Wikis, Forums & more

Make convenience a priority for customers with a multitude of self-serve support options.

Active Users - Saasplex X Webflow Template

Enable customers and get them on their way to success

Customers can only be as successful with your product as you enable them to be. Provide the training and educational resources they need to set them up for success.

45%

decrease in operational costs

*Gordon James Realty case study

2.1X

Active users growth

*Gordon James Realty case study

Who can use this product?

Portals integrated with Salesforce for serving customers or volunteers

Customer Portal for Tech Companies

Customer portals are critical for IT, Software and other technology companies - with knowledge management, support, and self-service options being core features used for their customer operations.
→ Read the case study

Client Portal for Real Estate Firms

Streamline customer inquiries, provide easy access to training materials, and automate administrative tasks. A Magentrix customer portal can enhance communication between agents, property owners, and tenants. It also ensures better management of property documentation, contract workflows, and payment processes, ultimately boosting efficiency, improving customer satisfaction, and supporting your growth in real estate operations.
→Read the case study

Analytics Dashboard - Saasplex X Webflow Template

Volunteer Portal for Non-Profit Organizations

Eliminate manual management and tracking of onboarding new volunteers as you provide a self-serve, sign-up process – saving you and the volunteers time. Empower them with self-serve access to training, news and register for events. Easily track which volunteers have completed activities assigned to them with reports and analytics.
→Read the case study

Design Analytics - Saasplex X Webflow Template

See other use cases

Payments

Collect payment from your customers with Stripe

View integration

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The most common questions

FAQs about Customer Portals

What is a customer portal?

A customer portal is a secure, self-service website where a company's customers can get support, access knowledge and documentation, complete training, and manage their account in one place.

What is customer portal software?

Customer portal software is the platform used to build and run that portal. It typically includes self-service support, a knowledge base, case management, training, and CRM integration so customer-facing data stays in sync.

Is Magentrix a good alternative to Salesforce Experience Cloud (Salesforce Communities)?

Yes. Magentrix offers comparable customer portal capabilities with deep Salesforce integration, more configurability, and lower total cost, which is why teams choose it as a Salesforce Experience Cloud alternative.

Does the customer portal integrate with Salesforce and Microsoft Dynamics?

Yes. Magentrix mirrors your CRM's data and structure (Salesforce, Microsoft Dynamics, HubSpot), so customers interact with live records without you rebuilding anything.

What features does a customer portal include?

Self-service support and helpdesk, knowledge base and wikis, training and certification (LMS), case management, community forums, and analytics.

How much does customer portal software cost?

Pricing is on the Customer Portal pricing page at /pricing/customer-portal.

Testimonials

Customer satisfaction is a top priority for us. See the proof 👇

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Wesley Cavalcante

Global Training Director

Besides being a flexible and customizable system, their customer service is top-notch. It's always a pleasure to interact with their sales, implementation and support teams. Read More

Chris Lyon

Head of Tech & Innovation

The Magentrix team had the ability to problem-solve alongside our needs, even though we were still learning about what our needs were, and had the ability to flex with us. Read More

Paul Bush

Sr. Application Engineer

Robust, secure, easy to configure, and feature-rich. The Magentrix Support team is responsive, knowledgeable and professional. Read More

Resources

Learn more about customer portals

Schedule a demo to see how it can work for your organization

Book a demo

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Salesforce-integrated Customer Portals. An alternative to Salesforce Communities, but more affordable.

What features do you get with our Customer Management solutions?

Case Management

Customer Journeys

Knowledge Base

Training (LMS)

Ticket Deflection

CRM Integrations

Simplify the CX with multiple avenues for support

Case Management

Knowledge base, Wikis, Forums & more

Enable customers and get them on their way to success

Portals integrated with Salesforce for serving customers or volunteers

Customer Portal for Tech Companies

Client Portal for Real Estate Firms

Volunteer Portal for Non-Profit Organizations

Integrated with tools you already know and love

Salesforce

Hubspot

MS Dynamics

Zapier

Make

Stripe

FAQs about Customer Portals

What is a customer portal?

What is customer portal software?

Is Magentrix a good alternative to Salesforce Experience Cloud (Salesforce Communities)?

Does the customer portal integrate with Salesforce and Microsoft Dynamics?

What features does a customer portal include?

How much does customer portal software cost?

Customer satisfaction is a top priority for us. See the proof 👇

Wesley Cavalcante

Chris Lyon

Paul Bush

Learn more about customer portals

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Schedule a demo to see how it can work for your organization

Salesforce-integrated Customer Portals.
An alternative to Salesforce Communities, but more affordable.