Customer Management Pricing

All customer portals features included in each tier are listed below. Hover over each line item for more info, or visit the Customer Management Features page. Prices are listed in USD and are for monthly – please ask us for yearly pricing.

Choose a base package

Annual and multi-year discounts available

Essential

Starts at

$1000/mo
Essential tools for managing your customers
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Unlimited

Contact Us
Everything in the Advanced package + unlimited users + access to all features
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Features and Capabilities

Customer Self-Registration
Essential Checked
Unlimited Checked
Case Management
Essential Checked
Unlimited Checked
Ticket Deflection
Essential Checked
Unlimited Checked
Rewards & Redemption
Essential Checked
Unlimited Checked
Customer Engagement Pages
Essential Checked
Unlimited Checked
Training (LMS)
Essential Checked
Unlimited Checked
Pop-up Alerts
Essential Checked
Unlimited Checked
Content Sharing Permissions
Essential Checked
Unlimited Checked
Role-based Sharing (Security Roles)
Essential Checked
Unlimited Checked
Automation
Essential Checked
Unlimited Checked
Theme Builder
Essential Checked
Unlimited Checked
Events
Essential Checked
Unlimited Checked
Custom Hubs
Essential Checked
Unlimited Checked
Document Management
Essential Checked
Unlimited Checked
Resource Collections
Essential Checked
Unlimited Checked
Knowledge Base
Essential Checked
Unlimited Checked
Blogs
Essential Checked
Unlimited Checked
News & Announcements
Essential Checked
Unlimited Checked
Product Release Notes
Essential Checked
Unlimited Checked
Press Releases
Essential Checked
Unlimited Checked
Customer Success Stories
Essential Checked
Unlimited Checked
Social Threads
Essential Checked
Unlimited Checked
Wikis
Essential Checked
Unlimited Checked
Analytics
Essential Checked
Unlimited Checked
FAQs
Essential Checked
Unlimited Checked
Storefront
Essential Checked
Unlimited Checked
Idea Exchange
Essential Checked
Unlimited Checked
Social Groups
Essential Checked
Unlimited Checked
Forums
Essential Checked
Unlimited Checked
E-Signature
Essential Checked
Unlimited Checked
Help Quick-access
Essential Checked
Unlimited Checked
Hierarchal Visibility
Essential Checked
Unlimited Checked
Team Access Management
Essential Checked
Unlimited Checked
Multi-Lingual
Essential Checked
Unlimited Checked
Multi-Currency
Essential Checked
Unlimited Checked
Single Sign-on
Essential Checked
Unlimited Checked
Advanced Security
Essential Checked
Unlimited Checked
Developer Console
Essential Checked
Unlimited Checked
Development Sandboxes
Add-on
Unlimited Checked
Custom Objects
Essential Checked
Unlimited Checked

Integrations

Salesforce CRM
Essential Checked
Unlimited Checked
Salesforce CRM +
Essential Checked
Unlimited Checked
Microsoft Dynamics CRM
Essential Checked
Unlimited Checked
Microsoft Dynamics CRM +
Essential Checked
Unlimited Checked
REST API
Essential Checked
Unlimited Checked
iPaaS Integrations
Essential Checked
Unlimited Checked
Payment API
Essential Checked
Unlimited Checked

FAQs for buyers

Does Magentrix have enterprise-grade security?

Yes. Check out our security page for all details.

Do I need a subscription?

Yes. Monthly and annual subscriptions are available.

Are there any setup or onboarding fees?

No, there are no setup or onboarding fees.

Do I have to sign a long-term agreement?

No, you can choose to sign up for a monthly or annual contract.

Do you offer discounts for annual payments?

Yes, we offer discounts for annual agreements (as opposed to month-to-month agreements which carry a 10% surcharge).

Do you charge per user and per log in?

No we don't charge per user to begin with. Each tier includes a set number of users by default.

If you go over those limits, there is a cost for additional user licenses but the cost can vary based on your needs. Please book a meeting to speak to us.

No, we don't charge each time a user logs in.

For PRM, do you charge per number of partners?

Both the Essentials and Advanced tiers include your choice of either 150 partner users or 10 partner accounts with unlimited users. The Unlimited tier allows for an unlimited number of partners and unlimited amount of partner users.

You can choose either per partner organization pricing, or per partner user pricing. Please speak to us for more details.

Do you charge per module?

No, we don’t charge based on individual modules. Each pricing tier outlined above includes a set of modules.

However, certain modules are available as optional add-ons, and if you’d like one of those with your tier, there will be an additional fee. These add-ons are identified in the pricing chart.

Are there any storage limits or caps on features?

  • Storage is limited to 100 GB for file storage.
  • Additional storage can be acquired at $1/GB/month.
  • 2 GB of record storage is included, with more available at $15/GB/month.

How does Magentrix integrate with CRMs?

  • Magentrix offers integrations with Salesforce, Microsoft Dynamics, and HubSpot.
  • We are celebrated for our Salesforce and MS Dynamics integrations, as we've made it as seamless as possible - this frees up your time, enables you to be independent and not rely on us for changes and allows you to do much more than what's possible with other PRMs.
  • Our Salesforce and Microsoft Dynamics integration in the Essentials tier includes all standard objects and fields, while the Advanced and Unlimited tier includes custom objects, fields and managed packages.
  • Our HubSpot CRM integration focuses on Company records, Contact & Company insights, Contact activity, Contact Management, Deals, and Prospects and is available for all tiers.

Are additional CRM licenses required to use Magentrix?

No, additional CRM licenses are not required to use Magentrix with Salesforce, Microsoft Dynamics or HubSpot.

Is it easy to scale our subscription?

  • Yes. You can add licenses at any time for the quoted cost.
  • License reductions apply at the renewal date and affect the renewal amount.

How customizable is Magentrix?

  • All Magentrix features are point-and-click configurable.
  • An integrated development environment (IDE) and REST API are available.
  • Customizations using the IDE can be created using ASP.NET or C# in an MVC framework.

What kind of support is included in the pricing?

  • All subscriptions include standard support (8:00 a.m. - 8:00 p.m. ET, Monday to Friday) with a 4-hour response time.
  • Support is accessible through the Magentrix customer portal and email. Premium support includes telephone support.
  • Live and self-guided training on demand is also available. See our Support page for more details.

What are the accepted payment methods?

We accept credit cards, bank transfers, and checks.

How frequently can we be billed?

  • You can choose from annual, quarterly (no extra charge), or monthly billing.
  • Monthly billing includes a 10% surcharge and requires credit card payment.

Can I cancel at any time?

  • If you're on a monthly contract, cancel by giving us a 30-day notice.
  • If you're on an annual or multi-year contract, cancel by giving us a 30-day notice before renewal.

Are there free trials or demos?

Free trials: No. As we are an enterprise-grade platform, it is difficult to offer trials but if you'd really like a trial, please inquire with us (a fee may incur for the trial).

Demo: We offer custom demos, which can be scheduled here. We'll show you exactly how the PRM can work for you.

Not sure which tier is right for you?

We can help.

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