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

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

The customer portal is one of them.

And with good reason: it gives users independent access to your services and information, at any time and in any place. It helps to reduce dissatisfaction caused by 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 functions 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 centralises all the resources and communications necessary for the proper management of the customer relationship, in accordance with the 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 allow their customers to consult their accounts, carry out transactions, etc.

In short, the customer portal takes a variety of forms, depending on the objectives. However, here are some of the functionalities commonly associated with this type of system:

• consulting 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 offer a dedicated portal for your beloved customers?

Because, whatever you use it for, you'll reap a number of benefits 🤩:

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

Have we piqued your curiosity 🐝? Then why not take a look at our comparison of software for providing and even 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 ;
• 🤝 the collaborative platform: Jamespot;
• 🛠️ tools for developing your portals: Liferay, SuperOkay and Zoho Creator.

Comparison table of the 20 best customer portals

Axonaut

Axonaut is an all-in-one business management solution ideally suited to the needs of VSEs and SMEs. It handles a wide range of processes, from CRM to project management, invoicing, accounting and human resources management.

Among its many services is a customer portal, developed to facilitate communication and the exchange of documents with your customers. This interface allows you to centralise quotes, invoices, service tickets and project tasks. Your customers can consult or download them whenever they like, in total security.

For your part, you are notified when one of these documents is read: all you have to do is take the appropriate action (phone call, for example).

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

👍 Main benefits of Axonaut :

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

💰 Axonaut prices : Axonaut offers packages from €41.99 per month.

Copilot

The reason Copilot is included in this comparison is that this software presents itself as a customer portal. To be more precise, it is a SaaS solution designed to strengthen customer relations by means of different applications: CRM, notification centre, invoicing, etc.

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

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

👍 Key benefits of Copilot :

• Centralisation of data and documents for smoother customer relationship management.
• Integration with third-party tools such as your invoicing and project management software. So you can save time on your day-to-day operations!
• Advanced customisation features for a made-to-measure experience.

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

EasyDrop

If you're looking for a perfectly secure client 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 data, is stored and shared.

EasyDrop can be used to create several of these confidential spaces, each with specific viewing and writing rights. The software also includes a log-editing function, to keep track of user behaviour.

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

👍 Key benefits of EasyDrop :

• A 100% secure platform: data hosted in France, anonymisation and encryption of files, RGPD compliance, etc.
• Fine-grained control over authorisations and access to the various customer portals.
• The ability to create multiple areas, partitioned and customised 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. Customers can place orders directly on the portal, fill in their personal details (to facilitate onboarding) or centralise their contracts and other commercial documents.

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

👍 F lowie's main benefits :

• Real-time monitoring of orders and payments. So your customers can manage their transactions independently.
• A modern, technologically powerful platform that addresses all of today's financial challenges.
• Fast, native integration with your ecosystem of software and applications (ERP, HRIS, banking, CRM, etc.).

💰 F lowie rates: Flowie rates 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 creating customer portals.

And with Freshdesk, this customer portal is fully customisable, 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 even chatting with other customers.

At the same time, Freshdesk stands out for its omnichannel approach, taking into account 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 highly 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 authorisation control: keep control of who can view what 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 famous HubSpot CRM. Comprehensive and innovative, it brings together a whole host of tools to help you aim for excellence in your support.

These include a fully configurable customer portal (colours, 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 of streamlining exchanges.

Via this space, your customers can follow the progress of their tickets in complete transparency, consult key information and obtain rapid responses, without having to go through your agents, thanks to a knowledge base. In other words, you're giving them the means to solve certain problems on their own!

👍 Main 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% customisable 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 licence per month.

Jamespot

Particularly well suited to SMEs and large organisations, Jamespot is an intelligent collaborative platform designed to streamline communication and project management within the company. As such, it's more likely to be used internally, although it's perfectly possible to 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 knowledge bases governed by a keyword system.

All these portals can of course be customised to suit your needs and corporate colours. 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 with your information system, to ensure seamless operations.
• The ability to set up 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.

One of the many features of Jira Service Management is a help centre (customisable to match your branding). From here, your customers can submit support requests, ask questions about the product, report a bug, suggest a new feature, etc. The software also includes a knowledge base to provide users with the answers they need quickly and easily.

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

👍 Key benefits of Jira Service Management :

• A customised customer portal, tailored to your needs and your brand image.
• Automated workflows to optimise the management of customer requests and speed up their processing.
• A scalable solution that can grow 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 optimise digital experiences... including customer portals, of course 😉.

With Liferay, these customer portals become 100% personalised and highly functional to centralise 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 areas where your customers can 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 continuity of services as well as the smooth flow of data.
• The ability to create bespoke user experiences thanks to advanced customisation 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 omnichannel support software that, like the other platforms in this comparison, centralises all communications with your customers (email, 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 achieved by building up 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 :

• Centralised management of requests via the customer portal, making it easier to track tickets 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 from €9 per agent per month.

MyDocSafe

MyDocSafe is an all-in-one SaaS platform specialising in the dematerialised management of documents, electronic signatures and customer onboarding processes.

In fact, it is a tool used to set up a perfectly secure customer portal, where stakeholders can 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.

MyDocSafe also offers a number of interesting new features. These include the introduction of customisable workflows (which will significantly speed up your processes!) and the programming of reminders and notifications.

👍 Key benefits of MyDocSafe :

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

💰 MyDocSafe prices: MyDocSafe prices are available on request.

NetExplorer

Here's NetExplorer, another secure online file sharing and management software package, developed to facilitate document exchanges within your company, but also with external parties.

Let's take a closer look at NetExplorer Workplace, a collaborative suite used by organisations to centralise all their 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!

Obviously, in terms of 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 in France, you can rest assured that your sensitive data is perfectly protected.

👍 Key benefits of NetExplorer :

• A secure client space where your users can access and share their files completely independently.
• Centralised document management: no more endless email exchanges!
• Customisation options to adapt the portal to your company's image.

💰 NetExplorer pricing : NetExplorer offers packages from €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 organisation's operations, including those relating to customer relations.

That's why Odoo gives you the option of opening up your various portals to your customers. Portals from which they can consult a wide range of information, such as their quotes and invoices, tickets, the progress of tasks and projects, order forms, timesheets, and so on.

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

👍 Od oo's main 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 EDM, or electronic document management platform. It enables you to dematerialise a wide range of 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 can deploy private and secure workspaces, where you can exchange documents, publish content and so on. A sort of client portal, in short 😉.

What's more, Open Bee has a range of interesting features to make communication even simpler. For example, you can organise your content in separate folders, manage the 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.
• The configuration of automated workflows to simplify document processing, approval and archiving.

💰 O pen Bee prices: Open Bee prices are available on request.

PayFacile

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

PayFacile is included 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 details, or change or cancel their subscriptions. All completely independently.

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

👍 The main benefits of PayFacile :

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

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

Sellsy

Sellsy is a comprehensive sales management software package for VSEs, SMEs and start-ups. With its extensive functional coverage, it centralises your marketing, sales, invoicing and cash management processes.

Sellsy also includes a customer area. Using a login and connection code sent automatically by email, users can access their sales documents: quotes, invoices, contracts, order forms, delivery notes, etc.

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

👍 S ellsy's main benefits :

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

💰 S ellsy prices: Sellsy offers packages from €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 centralised way.

But SuiteDash is also, and above all, 100% secure and customised portals. Available on a white-label basis, these spaces can be branded to your image, and 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 authorisation control system.

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

👍 Key benefits of SuiteDash :

• A fully customisable login screen and email notifications, in harmony with your image.
• The use of dynamic data to provide users with a frictionless 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

SuperOkay is quite simply a tool designed to enable you to 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. It only takes a few minutes to create and customise your interfaces, thanks to the many templates available and the software's ergonomic design. And the result 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 employees alike.

👍 Main benefits of SuperOkay :

• A fully customisable 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.
• Centralised 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 within a single solution.

Among its many features, Zendesk offers a help centre, providing direct access to an intelligent knowledge base. This means that customers (and agents too!) can find answers to their questions completely independently, 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 complete freedom in organising your texts, makes it easy to reuse them thanks to a block system and incorporates content suggestion technology powered by artificial intelligence.

👍 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 from €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 businesses to design customised 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 distribute 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 custom customer portal in just a few clicks.
• A native iOS and Android app for every app built on Zoho Creator.
• Seamless integration with other Zoho software and external systems. So you benefit from centralised data and process management.

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

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Finally, how do you choose your customer portal software?

As you might expect, the first thing to look at is the software's functional coverage. In view of 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 is also important to consider the following criteria:

• the intuitiveness of the user interface, for both your customers and your teams ;
• the customisation options available, to adapt your portal to your specific needs and your 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 it can grow with you;
• the price of the software, i.e. its pricing model, but also the potential hidden costs (integration, training, etc.);
• the quality of the support provided by the publisher, from onboarding to support.

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