--- title: "Customer Portal Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Customer Portal Software - reviews, pricing plans, popular comparisons to other Portal products and more." source_url: "https://www.capterra.com/p/10011833/Customer-Portal/" page_type: "product" language: "en" --- # Customer Portal Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Customer Portal ## What is Customer Portal? Empower your customers by offering order management, shipment tracking, product documentation and much more! KAISPE Customer Portal helps your customers getting the information when they need it, deliver exceptional customer experiences by strengthening the collaboration with them, reduce your sales team effort by avoiding repetitive tasks they typically do for customers and integrate with any back-office ERP or CRM application, so you have an end-to-end experience. ## What is Customer Portal used for? [Portal](https://www.capterra.com/portal-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $6 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Customer Portal?[Manage this product listing](https://www.g2.com/products/customer-portal/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Customer Portal 0.0 VS. [4.6 (5,315)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting Price $6 Per User, Per Month Starting Price $29 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.7 (5,315) Value For Money 0.0 (0) Value For Money 4.5 (5,072) Customer Service 0.0 (0) Customer Service 4.6 (5,086) ## Customer Portal alternatives Highest Rated [4.7 (1,789)](https://www.capterra.com/p/102188/LiveAgent/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.7 (1,069)](https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.4 (127)](https://www.capterra.com/p/151082/BoardEffect/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.5 (89)](https://www.capterra.com/p/129326/Axero/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars ## FAQs about Customer Portal Overview ### What company size and specific industries is Customer Portal built for? Customer Portal is designed for companies of all sizes, from small businesses to large enterprises, in retail, consumer goods, and related industries. It suits organizations that need support for operations and supply chain management, with plans shaped to fit different business needs across these sectors. Features and Usability ### What are the key features of Customer Portal? Customer Portal offers client portal and self service portal capabilities, plus access controls, role-based permissions, and single sign-on for access management. It also includes content management, commenting and notes, search and filter, activity dashboard, alerts and notifications, reporting and statistics, workflow management, API, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? Customer Portal starts at $6 per user per month for the Basic plan, with Advanced at $10 per user per month. Both prices are listed for a three-year plan and require a minimum of five users. A free trial is available, and custom plans are also offered. Integrations ### Which third-party tools and platforms does Customer Portal integrate with? Customer Portal integrates with 2 third-party platforms: Dynamics 365 and NetSuite. These catalog integrations cover customer relationship management and enterprise resource planning systems, giving the product connections to common business data and workflow environments. Getting Started and Support ### What training and onboarding options does Customer Portal offer? Customer Portal provides in person training, live online sessions, documentation, and videos to help teams get started. In person and live online formats support guided instruction, while documentation and videos offer written and visual reference materials for self-paced learning and feature review. Getting Started and Support ### What customer support options does Customer Portal offer? Customer Portal provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. No reviewer feedback on support is available, so user experience details such as response speed, helpfulness, or common issues cannot be confirmed from the catalog data. ## Features AI summary Based on 987 Portal reviews Capterra reviewers highlight these as the features buyers care about most when choosing portal software: - **Client Portal** (**64%** of reviewers rated this feature as critical) - **SSL Security** (**76%**) - **Data Security** (**72%**) Customer Portal includes **Client Portal** and **Data Security**, giving businesses a way to share information with customers while protecting sensitive records. However, it does not include **SSL Security**. Instead, it offers **Access Controls/Permissions** (**56%**), which can help limit who can view or manage specific content. Together, these features help businesses maintain secure customer interactions and provide teams with better control over portal access and shared data. Access Controls/Permissions Define levels of authorization for access to specific files or systems Active Directory Integration Integrates with Active Directory Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Chat/Messaging Communicate using direct chat or messages within the system Customer Portal 17 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Active Directory Integration: Integrates with Active Directory - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Chat/Messaging: Communicate using direct chat or messages within the system - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Commenting/Notes: Leave comments and notes on documents for others to view - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Data Security: Protect sensitive data for digital privacy - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Single Sign On: Allow users to access multiple services after entering their login credentials once - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- ## Pricing Free Trial [View pricing plan details](https://www.capterra.com/p/10011833/Customer-Portal/pricing/) Basic $6.00 Per User,Per Month It includes: - Create sales orders - Re-ordering - Account statement - Track orders - View invoices - Notifications - View product catalogue - One admin user included Advanced $10.00 Per User,Per Month It includes: - All of Basic plan plus - Pay invoices - Shopping cart experience - Chatbot ## Integrations [ Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[ NetSuite](https://www.capterra.com/p/135757/NetSuite/) ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.