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What is The Portal Connector?

Integrating Dynamics CRM with The Portal Connector can significantly enhance your customer service experience. By seamlessly linking Microsoft Dynamics CRM and Dynamics 365 to a secure and customizable online portal, you can elevate the quality of service you provide to your customers. This user-friendly solution eliminates the need for any coding or complex programming. The Portal Connector boasts several key benefits, such as the ability to host your portal either online, in the cloud, or through a third-party provider. It is compatible with various versions of Dynamics CRM, including 2011, 2015, 2016, and Dynamics 360. Moreover, all data from CRM, including Custom Entities, is accessible for your portal solution. One license grants you access to unlimited Development, Testing, and User Acceptance Testing environments, which is a great advantage for businesses. The Portal Connector's design prioritizes ease of use, ensuring that no coding skills are necessary for implementation. End users have the convenience of authenticating into your portal through popular social media platforms like Facebook, LinkedIn, and Twitter. Additionally, developers benefit from an open API, allowing for extensive customization of every aspect of the solution. Ultimately, this combination empowers businesses to deliver a more responsive and tailored customer service experience.

What is PortalsXpress?

PortalsXpress provides a reliable solution for securely sharing documents with clients and field offices. Clients can easily access and edit documents in a custom-branded portal designed specifically for your company. With our direct-to-portal PDF printer driver, distributing documents is a breeze; you just print from any application, choose the intended client, and the document becomes available instantly. Our Padlocks offer a practical and intuitive method for maintaining document security. These Padlocks can effectively protect sensitive files that are meant exclusively for your accounting team and CEO. Have you ever found it difficult to track down a specific document? Now, imagine dealing with that challenge on a much larger organizational scale. Our Secure Document Search Engine provides extensive search capabilities across your entire portal, ensuring that documents remain inaccessible unless you have the necessary permissions. By combining Padlocks with secure document search functions, we ensure that sensitive data is shielded while remaining available to those who are authorized. This integrated approach not only bolsters document management but also significantly enhances overall security practices within your organization, allowing for confidence in handling confidential information.

What is Magentrix PRM?

The Magentrix portal designed for partner relationship management (PRM) can significantly enhance the efficiency of your channel partners. It offers the ability to tailor the visual identity of your brand while managing access to both standard and customized objects, enabling document sharing and eLearning resources. Among its many features are partner onboarding, comprehensive playbooks, training and certification programs, pop-up alerts, deal registration, document management, content management, and market development funds (MDF). In terms of integrations, Magentrix connects effortlessly with various CRM systems such as Salesforce, SAP, Dynamics, and HubSpot, allowing you to consolidate corporate data into a single accessible source. You maintain full authority over security settings and permissions, while the platform intelligently enhances Salesforce data synchronization to ensure quick access and optimal performance. Additionally, the portal allows for expansion through an increasing array of third-party applications, including Zapier, and supports integration via a RESTful API for tailored connectivity solutions. This flexibility ensures that your partner ecosystem remains robust and adaptable to changing business needs.

Media

Media

Media

Integrations Supported

Adobe Acrobat Sign
Authorize.Net
Citizen RIMS
Formstack
LiveChat
Mailchimp
Maileon
Microsoft Dynamics 365
Partner Fleet
Salesforce
Stripe
Twilio
Wazala
Wufoo
Zapier
iConduct

Integrations Supported

Adobe Acrobat Sign
Authorize.Net
Citizen RIMS
Formstack
LiveChat
Mailchimp
Maileon
Microsoft Dynamics 365
Partner Fleet
Salesforce
Stripe
Twilio
Wazala
Wufoo
Zapier
iConduct

Integrations Supported

Adobe Acrobat Sign
Authorize.Net
Citizen RIMS
Formstack
LiveChat
Mailchimp
Maileon
Microsoft Dynamics 365
Partner Fleet
Salesforce
Stripe
Twilio
Wazala
Wufoo
Zapier
iConduct

API Availability

Has API

API Availability

Has API

API Availability

Has API

Pricing Information

$14995.00/one-time
Free Trial Offered?
Free Version

Pricing Information

$311.40 per year
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Sylogist

Date Founded

1993

Company Location

Canada

Company Website

www.crmportalconnector.com

Company Facts

Organization Name

PortalsXpress

Date Founded

2011

Company Location

United States

Company Website

www.portalsxpress.com

Company Facts

Organization Name

Magentrix

Date Founded

2012

Company Location

Canada

Company Website

www.magentrix.com

Categories and Features

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

Channel Management

Campaign Management
Channel Analytics
Incentive Management
Inventory Control
Lead Management
Opportunity Management
Order Management
Partner Management
Product Management
Reseller Management

Channel Marketing

Campaign Management
Channel Analytics
Content Management & Sharing
Incentive Management
Inventory Control
Lead Management
Multiple Channel Configurations
Order Management
Partner Management
Pipeline Management
Social Promotion

Partner Relationship Management (PRM)

Asset Management
Business Plans
Channel Marketing Automation
Collaboration Tools
Compliance Management
Deal Management
Deal Registration
Lead Generation
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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