Enhance your users' experience with one of these 20 customer portal softwares

As companies become increasingly aware of the importance of improving their customers' experience, they are deploying new ways of making their interactions with them even more fluid, and eliminating points of friction.

The customer portal is one of them.

And with good reason: it gives users autonomous access to your services and information, anytime, anywhere. This helps to reduce dissatisfaction due to waiting times, especially at a time when consumers are becoming increasingly impatient.

But as there are customer portals to suit all tastes and uses, which one should you choose 🤯 ? To help you decide, here's a comparison of the 20 best tools on the market.

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What is a customer portal?

Definition and functionalities of a customer portal

The term " customer portal " defines an online platform, generally provided by a company, enabling its customers to access specific information. This space then centralizes all the resources and communications necessary for the proper management of the customer relationship, in line with expectations linked to the type of activity carried out.

👉 F or example, an online software publisher will offer a portal via which its users can manage their subscriptions, access their invoices or submit tickets to technical support. Banks, on the other hand, will enable their customers to consult their accounts, carry out transactions and so on.

In short, the customer portal takes many forms, depending on the objective. However, here are a few functions commonly associated with this type of device:

• consultation of personal information, such as transaction history ;
• customer service management, from creating tickets to tracking the progress of requests;
• online payment and invoice settlement options;
• order management;
• access to various documents, both commercial (contracts, quotes, invoices, etc.) and support (product guides, FAQs, etc.).

What are the benefits of these tools?

So why do we strongly recommend that you set up a dedicated portal for your beloved customers?

Because, no matter how you use it, you'll reap many benefits 🤩:

• You enrich the user experience, since they have 24/7 access to your services. No need to wait for opening hours to contact after-sales service, for example!
  
  
• You reduce the burden on customer service, by empowering customers. Your agents can take advantage of this extra time to focus on more complex problems.
  
  
• You centralize key information (invoices, quotes, order histories, contracts) in a single space. And all in total security!
  
  
• You optimize costs for the company: fewer support requests mean fewer human and material resources to mobilize.
  
  
• You gain invaluable insights, since it's possible to analyze user behavior on these portals.

Have we piqued your curiosity 🐝? Then take a look at our comparison of software solutions for providing and developing your own customer portals:

• 🚘 complete business management platforms: Axonaut, Odoo, PayFacile and SuiteDash ;
• 💰 Flowie, the financial management solution;
• 🤗 tools dedicated to customer relations and service: Copilot, Freshdesk, Service Hub, Jira Service Management, LiveAgent, Sellsy and Zendesk ;
• 📔 d ocument management software: EasyDrop, MyDocSafe, NetExplorer and Open Bee ;
• 🤝 collaborative platform: Jamespot;
• 🛠️ portal development tools: Liferay, SuperOkay and Zoho Creator.

Comparative table of the 20 best customer portals

Axonaut

Axonaut is an all-in-one business management solution ideally suited to the needs of small and medium-sized businesses. It supports a wide range of processes, from CRM to project management, invoicing, accounting and human resources management.

Among these services is a customer portal, developed to facilitate communication and document exchange with your customers. This interface allows you to centralize quotes, invoices, service tickets and project tasks. Your customers can consult or download them whenever they like, in complete security.

You, on the other hand, are notified when one of these documents is read: all you have to do is take the appropriate action (e.g., make a phone call).

All in all, Axonaut is a major asset for both your sales follow-up and your customers' experience.

👍 Axonaut's key benefits :

• Real-time document tracking: your customers can identify the status of their invoices, quotes or contracts at a glance.
• Online payment and electronic signature functionalities, available directly from the customer portal.
• A fully secure space, thanks to access and authorization configuration.

💰 Axonaut rates: Axonaut offers packages starting at €41.99 per month.

Copilot

Copilot is included in this comparison because it presents itself as a customer portal. More precisely, it's a SaaS solution designed to strengthen customer relations, by means of various applications: CRM, notification center, invoicing, etc.

With Copilot, you centralize all interactions and business documents (contracts, invoices, etc.) within a single interface, improving the experience of all stakeholders. You can also share important information with your customers and track the progress of joint projects in real time, in perfectly secure exchange spaces.

But where the platform stands out is in the provision of design tools enabling developers to create 100% customized customer portals aligned with your own brand image.

👍 Key benefits of Copilot :

• Centralized data and documents for smoother customer relationship management.
• Integration with third-party tools such as your invoicing and project management software. Save time on your day-to-day operations!
• Advanced customization features for a made-to-measure experience.

💰 Copilot pricing: Copilot offers packages starting at $29 per month per user.

EasyDrop

If you're looking for a perfectly secure customer portal for your document exchange, then turn to EasyDrop. This solution is more commonly defined as a data room, i.e. a space in which data, often sensitive, is stored and shared.

EasyDrop can be used to create a number of such confidential spaces, each with specific read and write rights. The software also includes a log-editing function, to keep track of user behavior.

All with a modern, fluid interface, accessible from Mac, PC, mobile and tablet. In short, with EasyDrop, you strengthen collaboration with your customers as much as with your various partners.

👍 EasyDrop's key benefits :

• A 100% secure platform: data hosted in France, file anonymization and encryption, RGPD compliance, etc.
• Fine-grained control over authorizations and access to the various customer portals.
• The ability to create multiple spaces, partitioned and customized according to needs and recipients.

💰 EasyDrop prices: EasyDrop prices are available on request.

Flowie

Flowie is an intuitive platform designed for purchasing and finance teams working in companies with complex processes. It includes functionalities dedicated to cash management, procure-to-pay and order-to-cash management.

Integrated into the procure to pay module, the Flowie customer portal supports collaboration with your customers. Here, customers can place orders directly, enter their personal details (to facilitate onboarding) or centralize their contracts and other commercial documents.

Thanks to this white-label space, you can interact more easily with your customers and automate numerous administrative tasks (data extraction for analysis, for example). You save precious time in managing your financial operations... while boosting your sales efficiency!

👍 F lowie's key benefits :

• Real-time tracking of orders and payments. This way, your customers can manage their transactions autonomously.
• A modern, technologically powerful platform addressing all of today's financial challenges.
• Fast, native integration with your software and application ecosystem (ERP, HRIS, banking, CRM, etc.).

💰 F lowie prices: Flowie prices are available on request.

Freshdesk

Freshdesk is one of the most popular customer service management software packages. So it's only natural that it includes features dedicated to customer portal creation.

And with Freshdesk, this customer portal is fully customizable, from the URL to the look and feel! We also appreciate its functional richness, since it allows you to design spaces for consulting knowledge bases, submitting tickets, tracking the progress of requests in real time, or conversing with other customers.

At the same time, Freshdesk stands out for its omnichannel approach, and considers all the media on which users are likely to be found (email, chat, social networks). This solution helps you not only to improve customer satisfaction, but also the productivity of your agents!

👍 Key benefits of Freshdesk :

• A comprehensive and flexible customer portal, supporting multiple products and languages.
• Advanced automation features that reduce repetitive tasks, such as automatically assigning tickets to the right employees.
• Access and authorization control: keep control of who can view which information!

💰 F reshdesk pricing: Freshdesk offers a free plan for small teams. Paid plans start at €15 per agent per month.

HubSpot Service Hub

Service Hub is the customer service management solution from the renowned HubSpot CRM. Comprehensive and innovative, it brings together a whole host of tools to help you aim for excellence in support.

These include a fully configurable customer portal (colors, logo, font, etc.), with no need for developers. The creation process is hyper-intuitive! What's more, this portal is linked to your HubSpot shared inbox, a handy way to streamline exchanges.

Via this space, your customers can transparently track the progress of their tickets, consult key information and get quick answers, without going through your agents, thanks to a knowledge base. In other words, you give them the means to solve certain problems on their own!

👍 Key benefits of HubSpot Service Hub :

• Real-time tracking of tickets in the portal. So your customers can check the status of their requests at any time.
• A 100% customizable space, with no need to get your hands into the code.
• Support for over 40 languages, including French.

💰 HubSpot Service Hub pricing: HubSpot Service Hub offers packages starting at €15 per license per month.

Jamespot

Particularly suited to SMEs and large organizations, Jamespot is an intelligent collaborative platform designed to streamline communication and project management within the company. As such, it's mainly used internally, although you could also open up access to your customers or partners.

So, what are the interesting features offered by Jamespot? These include dedicated workspaces (document sharing, news distribution, forums, etc.) and keyword-driven knowledge bases.

All these portals can of course be customized to suit your needs and corporate colors. Jamespot also enables you to automate certain processes, with the aim of boosting your operational efficiency.

👍 Key benefits of Jamespot :

• A fully configurable and scalable platform, so you can fine-tune your portals to your customers' expectations.
• Smooth integration of Jamespot into your information system, to ensure seamless operations.
• The ability to parameterize specific workflows.

💰 Jamespot rates: Jamespot rates are available on request.

Jira Service Management

The promise of Jira Service Management? To bring together development, operational and customer service teams on a single platform. In other words, it links incidents and other requests to tickets, with the aim of resolving technical problems.

Among Jira Service Management's many features is a Help Center (customizable in line with your branding). From here, your customers can submit support requests, ask questions about the product, report a bug, suggest a new feature, and so on. The software also includes a knowledge base to provide users with the answers they need quickly and easily.

In short, by centralizing various services and providing automated management tools, Jira Service Management makes a major contribution to your support excellence.

👍 Key benefits of Jira Service Management :

• A tailor-made customer portal, adapted to your needs and brand image.
• Automated workflows to optimize the management of customer requests, and thus speed up their processing.
• A scalable solution, capable of growing with your business.

💰 Jira Service Management pricing: Jira Service Management offers a free plan for three agents. Paid plans start at $17.65 per agent per month.

Liferay

Liferay defines itself as a DXP (Digital Experience Platform). In other words, it's a solution designed to build, manage and optimize digital experiences... including customer portals, of course 😉.

With Liferay, these customer portals become 100% personalized and highly functional to centralize all your interactions with your users. In particular, you can create dynamic, interactive web pages, integrate configurable widgets or segment your content according to profiles.

In fact, Liferay's main advantage lies in its great flexibility. You can therefore use this tool for a variety of purposes, and imagine creating secure spaces through which your customers manage their information, track their requests, consult documentation and interact directly with your services.

👍 Key benefits of Liferay :

• Frictionless integration with your systems to ensure service continuity as well as the smooth flow of data.
• The ability to create customized user experiences thanks to advanced personalization features.
• A high level of security, essential for protecting sensitive data exchanged on the portal.

💰 Liferay rates: Liferay rates are available on request.

LiveAgent

LiveAgent is an ominichannel support software that, like the other platforms in this comparison, centralizes all communications with your customers (e-mail, chat, social networks, etc.). The aim is to provide them with the best possible support in their dealings with your brand.

Thanks to the LiveAgent portal, you can effectively support your customers 24 hours a day, 7 days a week. This high-quality support is the result of a comprehensive knowledge base, which can take a variety of forms: articles, FAQs, videos, forums, etc.

At the same time, via this portal, users can consult the complete history of their tickets and track the progress of their requests. LiveAgent guarantees the deployment of a quality service that will please your customers as much as it saves your agents' time.

👍 Key benefits of LiveAgent :

• Centralized request management via the customer portal, facilitating ticket tracking and improving transparency for your customers.
• Advanced reporting features to monitor your customer service performance and identify areas for improvement.
• Customer service software... with excellent customer service!

💰 LiveAgent pricing: LiveAgent offers packages starting at €9 per agent per month.

MyDocSafe

MyDocSafe is an all-in-one SaaS platform specializing in dematerialized document management, electronic signatures and customer onboarding processes.

In fact, it's a tool used to set up a perfectly secure customer portal, within which stakeholders consult, sign and manage their documents online (quotes, contracts, etc.). Naturally, the software guarantees the confidentiality and conformity of your data and that of your customers.

In addition, MyDocSafe is enriched by a number of interesting features. These include customizable workflows (to significantly speed up your processes!) and programmable reminders and notifications.

👍 Key benefits of MyDocSafe :

• Automated workflows to streamline information gathering and document validation operations.
• Management of preferences and authorizations, to share or restrict access to various files and folders.
• Regular backup of data contained in the software.

💰 MyDocSafe prices: MyDocSafe prices are available on request.

NetExplorer

Introducing NetExplorer, another secure online file management and sharing software developed to facilitate document exchange within your company, but also with external parties.

Let's take a closer look at NetExplorer Workplace, a collaborative suite used by organizations to centralize all information in a single space. A space to which you can open access to your customers, like a customer portal. Practical for working together on projects, or making sales documents available!

And of course, in line with its value proposition, NetExplorer puts the emphasis on security. Thanks to its many certifications (ISO 27001, ISO 9001, etc.), its technology and the fact that its data is hosted on French soil, you can rest assured that your sensitive data is perfectly protected.

👍 NetExplorer's key benefits :

• A secure client space where your users can access and share their files with complete autonomy.
• Centralized document management: no more endless email exchanges!
• Customization options to adapt the portal to your corporate image.

💰 NetExplorer pricing : NetExplorer offers packages starting at €15.90 per month.

Odoo

Odoo is one of the most comprehensive and scalable open source ERPs on the market. This qualification means that it is capable of effectively supporting all your organization's operations, including those relating to customer relations.

That's why Odoo lets you open up your various portals to your customers. Portals from which they can consult information such as quotations and invoices, tickets, task and project progress, purchase orders, timesheets and so on.

And since entering a company's ERP is not like entering a mill, Odoo has integrated several security features. These include two-factor authentication which, by requiring additional verification, reduces the risk of unauthorized access to users' sensitive information.

👍 Od oo's key advantages :

• The open source, comprehensive and highly configurable nature of the software, synonymous with a multitude of possibilities for your customer portals.
• An interface that's easy to use and learn, making it easy for your staff and customers to adopt.
• Seamless integration with other Odoo modules. This speeds up the execution of business processes!

💰 O doo prices: Odoo prices are available on request.

Open Bee

Open Bee is an electronic document management (EDM) platform. It enables you to dematerialize numerous processes, including those for your customers (invoicing, contract processing, etc.).

Open Bee's place in this comparison is due to its Sphere tool, with which you deploy private and secure workspaces, where you exchange documents, publish content and so on. A sort of client portal, in short 😉.

What's more, Open Bee boasts a range of interesting features to simplify communication even further. For example, you can organize your content in separate folders, manage different versions of your files, annotate your documents or even create discussion threads.

👍 Key benefits of Open Bee :

• Secure file storage in the cloud, guaranteeing high availability and protection against data loss.
• Real-time collaboration features, including document annotation and validation directly on the platform.
• Automated workflow configuration to simplify document processing, approval and archiving.

💰 O pen Bee pricing: Open Bee pricing is available on request.

PayFacile

PayFacile defines itself as an all-in-one e-commerce platform, capable of managing all aspects related to this activity: website creation, invoicing, administration of payments and subscriptions for your users, and so on.

PayFacile is mentioned in this comparison because it supports the creation of a subscriber portal. Via this space, your customers can download their invoices, update their payment methods and personal information, or modify or cancel their subscriptions. All in complete autonomy.

The portal is password-protected, of course, for added security. It also features an intuitive interface, to ensure the smoothest possible experience for your customers.

👍 Key PayFacile benefits:

• Automatic subscription management, enabling your customers to track and modify their subscriptions with ease.
• A secure, PCI-DSS-compliant payment portal, guaranteeing the protection of your users' data.
• Rapid integration with your existing tools and customization of the portal to your corporate image.

💰 PayFacile rates: PayFacile offers packages starting from €12 per month.

Sellsy

Sellsy is a complete sales management software package designed for VSEs, SMEs and startups. Armed with extensive functional coverage, it centralizes your marketing, sales, invoicing and cash management processes.

Sellsy also includes a customer area. Using a login and a connection code sent automatically by e-mail, users can access their sales documents: quotes, invoices, contracts, purchase orders, delivery notes, etc.

At the same time, Sellsy stands out for its ease of use and intuitive interface. It's a tool that plays a major role in boosting customer satisfaction, as it provides a seamless experience for all.

👍 S ellsy's key benefits :

• Real-time tracking of invoices and payments via the portal, enabling your customers to manage their transactions autonomously.
• A 100% French solution, with your data securely hosted in France.
• Premium support from Sellsy experts: personalized onboarding, responsive support, training and deployment assistance, etc.

💰 S ellsy pricing: Sellsy offers packages starting at €29 per month per user.

SuiteDash

SuiteDash is an all-in-one business suite designed to boost your performance. It combines project management, CRM, invoicing and much more, all in a totally centralized way.

But SuiteDash is also about 100% secure, personalized portals. Available on a white-label basis, these spaces can be branded to your image, and are used to interact effectively with your prospects and customers. And on all devices, including mobile.

These portals can also be used to transfer files, with no size limits, and using a robust access and authorization control system.

In conclusion, this software proves particularly relevant for companies wishing to maintain transparent communication with their customers at all times and in all places.

👍 Key benefits of SuiteDash :

• Fully customizable login screen and email notifications, in harmony with your image.
• Leveraging dynamic data to deliver a frictionless user experience.
• A high level of security: SSL 256 transit, two-factor authentication, audit trail, etc.

💰 S uiteDash pricing: SuiteDash offers packages starting at $19 per month.

SuperOkay

Simply put, SuperOkay is a tool designed to help you deploy your own customer portals. Customer portals to which you can assign various uses: exchanging files, assigning tasks, obtaining approvals, selling services and so on.

You don't need to be an expert in development. Creating and customizing your interfaces takes just a few minutes, thanks to the software's numerous templates and ergonomic design. And the rendering is super-professional, whatever the device!

What's more, SuperOkay works with over 100 third-party applications, including Canva and the Google Suite. This enhances the fluidity of the experience on the platform, to the benefit of the satisfaction of all users, customers and collaborators alike.

👍 Key benefits of SuperOkay :

• A fully customizable portal so your customers can easily access essential information and documents, while reflecting your brand image.
• The ability to manage and approve project proposals directly on the platform.
• Centralized management of tasks and deadlines, making it easy to track project progress in real time.

💰 S uperOkay pricing: SuperOkay offers a free plan. Paid plans start at $9 per month.

Zendesk

Zendesk is another well-known omnichannel CRM and customer service platform on the business software market. Its role? To bring together support, sales and customer engagement activities in a single solution.

Among its many features, Zendesk offers a Help Center, i.e. direct access to an intelligent knowledge base. In this way, customers (and agents too!) can find answers to their questions autonomously, without the intervention of a third party.

Where Zendesk stands out is in its real support for the creation of all this content. For example, the software promises total freedom in organizing your texts, makes it easy to reuse them thanks to a block system and incorporates artificial intelligence-powered content suggestion technology.

👍 Key benefits of Zendesk :

• A clear reduction in support costs and time spent resolving less thorny issues.
• Insertion of contextual self-service within your product or website, via the web widget and mobile SDK.
• An intuitive interface, making it easy for customers and agents alike to adopt the tool.

💰 Zendesk pricing: Zendesk offers packages starting at €19 per agent per month.

Zoho Creator

Let's end this comparison in style with Zoho Creator, a low-code application development platform. It enables companies to design customized solutions, without requiring advanced technical skills.

Among the tools that can be created with Zoho Creator is, of course, our self-service portal. This space is designed to disseminate information and make your products and services available to customers, suppliers and other business partners.

What do we love most about Zoho Creator? The fact that it makes the process of setting up a portal as simple as possible. In particular, it offers a drag-and-drop interface as well as predefined modules and templates, and you'll appreciate the smooth navigation within the software.

👍 Key benefits of Zoho Creator:

• Fast, code-free development, handy for building a professional-looking, personalized customer portal in just a few clicks.
• A native application for iOS and Android for every app designed on Zoho Creator.
• Seamless integration with other Zoho software and external systems. You benefit from centralized data and process management.

💰 Zoho Creator pricing: Zoho Creator offers packages starting from €8 per user per month.

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Finally, how do you choose your customer portal software?

As you'd expect, the first thing to look at is the software's functional coverage. Indeed, given the many possibilities open to you, take the time to outline your project and answer the thorny question: " What do my customers and my company REALLY need? ". The result will be a list of features that will be impossible to compromise on.

But that's not all! It's also important to consider the following criteria:

• the intuitiveness of the user interface, for both your customers and your teams;
• the customization options available, to adapt your portal to your specific needs and brand image;
• compatibility with your existing tools and your technological ecosystem in general;
• the degree of data protection offered;
• the scalability of the solution, so that you can seamlessly integrate it into your growth;
• the price of the software, i.e. its pricing model, but also potential hidden costs (integration, training, etc.);
• the quality of the support provided by the software publisher, from onboarding to support.

Finally, if possible, we advise you to test the platform before making your final decision. Otherwise, how can you be sure that it will meet your expectations in a real-life situation 😉?