Self-service customer portal software that fits your business


Customer Self-Service

Improve your customer satisfaction while simultaneously reducing emails and phone calls with a complete self-service portal solution. Give customers the autonomy to help themselves; allow them to view their accounts and transaction statuses, and give them the tools to update their information or access resources on their own.

Knowledgebase and blogs

For common questions and issues, easily set up knowledge bases, articles, and FAQs, so customers can quickly find answers to their questions. Learn more

Cases and Help Desk

With a robust customer portal software, provide better support at a faster speed through help desk features and tools.For complex issues, customers can submit Help Tickets and open cases that your support staff can quickly access, update, and resolve. Learn more

Mobile-enabled Customer Portal
Files Sharing

Files and document sharing

Provide customers with better help by sharing and storing files in one secure, mobile-friendly location.

With your client portal, easily find, organize, and update file versions while also ensuring that customers find what they need, when they need it. Store and share files with customers to improve case resolution, with security down to the field to ensure they see only what they need to. Learn more

Social Collaboration


Community Forums

Let customers engage with each other and your service reps in online community forums. Learn more

Ideas

Find out what matters to your customers as they share, review, and collaborate on ideas to give you important feedback through this complete customer service solution. Learn more

Social Sharing

A private social network where teams can communicate and collaborate on projects, find experts in their community, and follow everything they need to know about. Learn more

Magentrix Social Collaboration
Social eLearning

Onboard your customers

The Social eLearning module provides seamless access to training and onboarding courses, lessons, and quizzes. Fully integrated with Magentrix Customer Community, this add-on module lets you create a wide variety of online training materials in a user-friendly, interactive environment.

Empower your customers by letting them complete lessons, product training, and certification in this web-based portal.

  • Product training
  • Certificate and Courses
  • Dashboards and Reports
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Analytics to Improve Customer Satisfaction

Gain visibility into your most important customer service challenges with the Reports and Dashboard Builder features.

Quickly summarize, filter, and sort your data by creating tabular reports on an intuitive drag and drop interface. Easily spot subtle trends with the dashboard designer and create charts and graphical representations of your data.

  • Report Builder
  • Dashboards
  • Automated Notifications
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Analytics and Reporting
Branding and Themes

Extend Your Brand

Your customer portal should be a seamless extension of your brand. With Custom Themes that match your website look and feel, provide a consistent brand experience and identity that your customers trust.

Responsive design means that your branded client portal looks great on any device and Multi-Branding allows you to have different themes across multiple portals for different communities.

Find the plan that's right for you.

Starting at just $349 a month, priced just right for companies of every size.

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salesforce integration Salesforce Integration

Seamless integration lets you share any Salesforce data with external customers, partners, employees and other communities.

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CRM dynamics integration Dynamics CRM Integration

Bidirectional integration to share Dynamics CRM data with external customers, partners, employees and other communities.

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Security

Our solutions have bank-grade security and all the security management features you need to keep all your information safe.

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Extensions

Integrate and extend the platform features with a growing number of apps, extensions and plugins.

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AbbyConnect

Creating a Magentrix Portal allowed AbbyConnect to onboard customers and introduce them to their services entirely online, saving time for their customer support team.


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Try Magentrix for Yourself!

15 days for free. No credit card required.