Salesforce-integrated Customer Portals. An alternative to Salesforce Communities, but more affordable.
For customer support teams and customer operations teams. Onboarding, Training (LMS), Certification, Case management, Knowledge base, Forums and more.
Trusted by the best companies in the world
What features do you get with our Customer Management solutions?
Here are just some of the features:
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
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.
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.
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.
Integrated with tools you already know and love
Salesforce
CRM
Extend existing Salesforce CRM data, workflows & processes to your customers or partners.
View integration
Hubspot
CRM
Seamless bidirectional synchronization between Magentrix PRM and HubSpot CRM
View integration
MS Dynamics
CRM
Extend existing Microsoft Dynamics CRM data, workflows & processes to your customers or partners.
View integration
Zapier
iPaaS
Connect Magentrix to over 6000+ apps available through Zapier without coding
View integration
Make
iPaaS
Seamlessly Connect Magentrix with your favorite apps in just a few clicks
View integration
Stripe
Payments
Collect payment from your customers with Stripe
View integration
Customer satisfaction is a top priority for us. See the proof 👇
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