Customer Portals
Customer portals give your clients a direct window into their service requests and account information. You're looking for solutions that reduce direct contact for routine tasks, freeing up your help desk. This category lists 32 products.
When evaluating these options, consider how well they manage tickets and client communication. Look for features like self-service options and clear status updates. Forethought, for example, offers AI-powered widgets within the portal; clients get answers quickly without opening a ticket. Wiseserve APP provides MCP support and a CLI.
Many of these portals integrate with common PSA tools. CloudRadial works with both Halo PSA and Autotask PSA to synchronize tickets and customer data. Invarosoft connects with Halo PSA, Autotask PSA, and ConnectWise PSA, offering broad compatibility. Some products, like Invarosoft CX, don't list specific PSA integrations, so you'll need to plan for manual data transfer. Its ChatAI uses AI for direct client interaction.
Products
23
SOTI Pulse is a platform for SOTI customers, partners, and employees, featuring an AI assistant for support and information.
Work 365 provides a customer self-service portal to help Microsoft CSPs empower their customers to manage their accounts and services.
A white-label portal for MSPs with built-in branding and profit margins, integrating with PSAs for opportunity/ticket creation from user purchases and supporting custom product bundles.
The Best Upgrade from Your PSA User PortalDon't settle for an outdated PSA user portal that clients won't use. Upgrade to Portal 365, and watch efficiency and client satisfaction soar. Portal 365 can significantly lessen your workload and stress levels by automating many time-consuming tasks related to ticketing, client communication, and reporting.
The Best Storefront for MSPsSell more with a curated e-commerce store populated with your PSA and distributor products. Provide a personalized self-service shopping experience and improve your MSP's bottom line. Build a Shopify-Like Experience!
Making customer feedback easy for MSPs. HappySat™ is a powerful customer feedback platform including CSAT and NPS® surveys designed for MSPs. Get feedback and detailed reporting integrated to your PSA.
Whether you’re looking to get feedback on support tickets, turbo-boost your helpdesk insight, or simply hear more often from your customers, do it in style with a simple, engaging and enterprise-class solution.
CloudRadial is a fresh approach to account management that brings together information, training, service and productivity in a dashboard that MSPs provide to clients and end-users. It helps MSPs grow
Get more reviews and fix broken processes, motivate your employees, and WOW your customers!
A client-facing portal for managing licenses, users, and subscriptions, allowing clients to manage their cloud services.
MSPortal is a modern, AI-driven client portal built specifically for Managed Service Providers. It delivers a single pane of glass that centralizes tickets, assets, training, compliance, budgeting, an
Symoda mobile app that connects end users directly to the information they need in your PSA, reducing the need for your team to communicate.
Our Microsoft Teams integration lets clients request support directly from Teams—right where they work. Conversations are instantly converted into fully documented tickets and synced with your PSA. This eliminates context loss, speeds up resolution times, and keeps everything in one place. Built for MSPs, it streamlines communication and boosts client satisfaction. Additionally, this feature supports two-way verification, with all activities logged in your PSA.
An IT Engineer in your Pocket Wiseserve are a team of tech pioneers who provide MSP on-site and remote support to Charities, businesses, and Enterprise customers with a dedicated in-house development
Reduce the time to solve your client tickets with AI and transform your entire service desk.ChatAI automatically collects ticket information, categorizes and routes requests to the appropriate teams, and seamlessly escalates to live agents when necessary.
CloudRadial’s Unified Client Portal and CSA Platform enables MSPs to deliver an Amazon-like client experience. With on-demand reporting, real-time insights, and automation, MSPs can support clients efficiently and at scale.
Client APP (Android and IOS) and Portal are built for MSPs to empower customers to commence chats, create or update tickets, and access a comprehensive history of prior interactions. Used in conjunction with MSPP Service Desk Automation, the Client App and Portal allow customers to interact with all tickets created in your PSA. The Portal is a web version of the Client App and can be fully branded with your MSP's logos and color scheme.
Deliver Superior MSP Customer Experiences. Invarosoft CX is the #1 MSP Client Portal, Live Chat, Identity Security platform for your PSA. Streamline support and give clients one-pane-of-glass access to their; tickets, approvals, service catalog, knowledgebase, O365 & device reports, network diagram, access training + more.
Strategy Overview is a vCIO/QBR automation software that standardizes your stack with a clean assessment report, updates your asset warranties, and gives your clients direct access to a fully white labeled portal to manage their digital transformation strategy, IT plan, asset list, managed user list, tickets, Office 365 licenses, billing & more powered by Arya the world's first vCIO agent
SOPwerks is a cloud platform designed for Managed Service Providers (MSPs) to streamline the creation, management, and distribution of Standard Operating Procedures (SOPs). With an intuitive onboarding wizard and a robust SOP library, it enables MSPs to standardize processes, improve efficiency, and deliver consistent, high-quality services. SOPwerks also offers a white-labeled customer portal, allowing MSPs to provide their clients with a branded interface for reviewing SOPs, enhancing transparency, and building trust. The platform's customizable templates and centralized updates ensure clients always have access to the most current documentation, driving operational excellence and creating new revenue opportunities. Visit: mspwerks.com.