Offer a personal & proactive customer experience (CX)
A generic or bot-led CX can frustrate and alienate. Enable customer success by personifying your approach to customer support - whether they self-serve or engage with your brand.
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.
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.
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
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
Integrations
Integrated with tools you already know and love
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
