Customer Management Pricing

All features included in each tier are listed. Hover over each line item for more info, or visit the Customer Management Features page. Prices are listed for monthly, please ask us for yearly pricing.

Choose a base package

Annual and multi-year discounts available

Essential

Starts at

$1000/mo
Essential tools for managing your customers
Try for 1 month

Unlimited

Contact Us
Everything in the Advanced package + unlimited users + access to all features
Try for 1 month

Features and Capabilities

Customer Self-Registration
For easier customer onboarding.
Essential Checked
Unlimited Checked
Case Management
Manage support cases. Ticket status tracking. Closing and re-opening. Email alerts. Summary pages.
Essential Checked
Unlimited Checked
Ticket Deflection
Upon creating a new ticket, the customer is automatically presented with potential answers to their concern, thereby redirecting their need for support to self-serving.
Essential Checked
Unlimited Checked
Rewards & Redemption
Gamification: badges and leaderboards. Incentives: Items from ecommerce store and gift card redemption.
Essential Checked
Unlimited Checked
Customer Engagement Pages
Custom-make CMS-style pages for specific groups of users, displaying all the elements and tools they may need for their specific journey.
Essential Checked
Unlimited Checked
Training (LMS)
(LMS): Training, certification, compliance, learning paths, quizzes.
Essential Checked
Unlimited Checked
Pop-up Alerts
Image or video pop-up messages. Spread awareness for new information, drive engagement, or any other actions you want customers to take.
Essential Checked
Unlimited Checked
Content Sharing Permissions
Give users permission to access only the resources they need. Automate based on any field in the user profile.
Essential Checked
Unlimited Checked
Role-based Sharing (Security Roles)
Share specific records with defined sets of users.
Essential Checked
Unlimited Checked
Automation
Automate email alerts, messages, group inclusion and other common tasks.
Essential Checked
Unlimited Checked
Theme Builder
Quick theme design changes for your customer portal, customized to your preference. No need to touch any code. Update your portal's appearance for events, holidays, or a fresh look.
Essential Checked
Unlimited Checked
Events
Customers can register for webinars, tradeshows, conferences, etc.
Essential Checked
Unlimited Checked
Custom Hubs
Alternate, customized versions of the portal for specific groups of customers.
Essential Checked
Unlimited Checked
Document Management
Store documents, version control, sharing and collaboration.
Essential Checked
Unlimited Checked
Resource Collections
A gallery of combined resources (e.g. training a new user can require articles, documents, and courses to be reviewed).
Essential Checked
Unlimited Checked
Knowledge Base
A self-serve repository of information and support resources for customers.
Essential Checked
Unlimited Checked
Blogs
Write articles about your products or services to better educate customers.
Essential Checked
Unlimited Checked
News & Announcements
Share timely updates with customers.
Essential Checked
Unlimited Checked
Product Release Notes
Share product updates with customers.
Essential Checked
Unlimited Checked
Press Releases
Share news with customers.
Essential Checked
Unlimited Checked
Customer Success Stories
Share news about a customer’s success with your entire ecosystem.
Essential Checked
Unlimited Checked
Social Threads
Threads: Social feed-style communication threads. Send messages from lead records, contacts, opportunities, documents, & more.
Essential Checked
Unlimited Checked
Wikis
Technical references and guides for your customers.
Essential Checked
Unlimited Checked
Analytics
Dashboards to display your analytics and reports. Reports can also be scheduled to be emailed to you.
Essential Checked
Unlimited Checked
FAQs
A place where customers can access answers to the most commonly asked questions.
Essential Checked
Unlimited Checked
Storefront
Ecommerce stores to sell your product to users.
Essential Checked
Unlimited Checked
Idea Exchange
Customers can share ideas. They can post, vote on, like, or track progress of ideas.
Essential Checked
Unlimited Checked
Social Groups
Social media style posts, feeds, mentions, comments, follows and alerts.
Essential Checked
Unlimited Checked
Forums
Serves as a self-help resource customers can consult and inquire with others.
Essential Checked
Unlimited Checked
E-Signature
Electronic signature via Adobe Sign, YouSign or DocuSign.
Essential Checked
Unlimited Checked
Help Quick-access
On-page access to help resources.
Essential Checked
Unlimited Checked
Hierarchal Visibility
Structured organization of partner or customer accounts. For organized control, visibility, and resource-sharing.
Essential Checked
Unlimited Checked
Team Access Management
Customers can manage their team’s access to the portal. They can invite new users or revoke permissions from old users.
Essential Checked
Unlimited Checked
Multi-Lingual
English, French, German, Italian, Portuguese, Russian, Spanish, Simplified Chinese, Japanese.
Essential Checked
Unlimited Checked
Multi-Currency
Display currency fields as per the customer’s locale.
Essential Checked
Unlimited Checked
Single Sign-on
Sign in with Google, LinkedIn, Twitter, Facebook or any SAML 2.0 compliant provider.
Essential Checked
Unlimited Checked
Advanced Security
2FA, session management, CORS, domain whitelisting.
Essential Checked
Unlimited Checked
Developer Console
Integrate with or build any type of application not supported out-of-the-box.
Essential Checked
Unlimited Checked
Development Sandboxes
An isolated environment for testing and modifying your portal settings.
Add-on
Unlimited Checked
Custom Objects
Extend your CRM custom objects or entities to capture customer-specific information, enhancing customer management.
Essential Checked
Unlimited Checked

Integrations

Salesforce CRM
Standard objects & fields and custom fields.
Essential Checked
Unlimited Checked
Salesforce CRM +
Custom objects, fields and managed packages.
Essential Checked
Unlimited Checked
Microsoft Dynamics CRM
Standard objects and fields.
Essential Checked
Unlimited Checked
Microsoft Dynamics CRM +
Custom objects, fields and managed packages.
Essential Checked
Unlimited Checked
REST API
Integrate Magentrix to any 3rd party application.
Essential Checked
Unlimited Checked
iPaaS Integrations
Zapier and Make.com
Essential Checked
Unlimited Checked
Payment API
Collection payments via Stripe, Authorize.NET, Paypal Express Checkout, or Moneris.
Essential Checked
Unlimited Checked

FAQs

Do I need a subscription?

Yes. Monthly and annual subscriptions are available.

Are there any setup or onboarding fees?

No, there are no setup or onboarding fees.

Do I have to sign a long-term agreement?

No, you can choose to sign up for a monthly or annual contract.

Do you offer discounts for annual payments?

Yes, we offer discounts for annual agreements (as opposed to month-to-month agreements which carry a 10% surcharge).

Are additional CRM licenses required to use Magentrix?

No, additional CRM licenses are not required to use Magentrix with Salesforce, Microsoft Dynamics or HubSpot.

Do you charge per user and per log in?

No we don't charge per user to begin with. Each tier includes a set number of users by default.

If you go over those limits, there is a cost for additional user licenses but the cost can vary based on your needs. Please book a meeting to speak to us.

No, we don't charge each time a user logs in.

For PRM, do you charge per number of partners?

Both the Essentials and Advanced tiers include your choice of either 150 partner users or 10 partner accounts with unlimited users. The Unlimited tier allows for an unlimited number of partners and unlimited amount of partner users.

You can choose either per partner organization pricing, or per partner user pricing. Please speak to us for more details.

Do you charge per module?

No, we don’t charge based on individual modules. Each pricing tier outlined above includes a set of modules.

However, certain modules are available as optional add-ons, and if you’d like one of those with your tier, there will be an additional fee. These add-ons are identified in the pricing chart.

Are there any storage limits or caps on features?

  • Storage is limited to 100 GB for file storage.
  • Additional storage can be acquired at $1/GB/month.
  • 2 GB of record storage is included, with more available at $15/GB/month.

Do integrations cost extra for Magentrix?

No. Magentrix is a platform and this is the beauty of a true platform as a service. You can integrate anything you’d like at no extra cost.

How does Magentrix integrate with CRMs?

  • Magentrix offers integrations with Salesforce, Microsoft Dynamics, and HubSpot.
  • We are celebrated for our Salesforce and MS Dynamics integrations, as we've made it as seamless as possible - this frees up your time, enables you to be independent and not rely on us for changes and allows you to do much more than what's possible with other PRMs.
  • Our Salesforce and Microsoft Dynamics integration in the Incubator and Essentials tiers includes all standard objects and fields, while the Advanced and Unlimited tier includes custom objects, fields and managed packages.
  • Our HubSpot CRM integration focuses on Company records, Contact & Company insights, Contact activity, Contact Management, Deals, and Prospects and is available for all tiers.

How customizable is Magentrix?

  • All Magentrix features are point-and-click configurable.
  • An integrated development environment (IDE) and REST API are available.
  • Customizations using the IDE can be created using ASP.NET or C# in an MVC framework.

What kind of support is included in the pricing?

  • All subscriptions include standard support (8:00 a.m. - 8:00 p.m. ET, Monday to Friday) with a 4-hour response time.
  • Support is accessible through the Magentrix customer portal and email. Premium support includes telephone support.
  • Live and self-guided training on demand is also available.

Is it easy to scale our subscription?

  • Yes. You can add licenses at any time for the quoted cost.
  • License reductions apply at the renewal date and affect the renewal amount.

What are the accepted payment methods?

We accept credit cards, bank transfers, and checks.

How frequently can we be billed?

  • You can choose from annual, quarterly (no extra charge), or monthly billing.
  • Monthly billing includes a 10% surcharge and requires credit card payment.

Can I cancel at any time?

  • If you're on a monthly contract, cancel by giving us a 30-day notice.
  • If you're on an annual or multi-year contract, cancel by giving us a 30-day notice before renewal.

Are there free trials or demos?

We don't offer free trials, custom demonstrations can be scheduled here.

Not sure which tier is right for you?

We can help.

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