# PortalXpand Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about PortalXpand Software - reviews, pricing plans, popular comparisons to other Portal products and more.

Source: https://www.capterra.com/p/253872/PortalXpand

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# 

 PortalXpand Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on April 21, 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)[Support](#support)

PortalXpand

## What is PortalXpand?

CRMJetty is a leading provider of industry-specific portal solutions for major CRM systems, including Dynamics 365, Salesforce, SugarCRM, and SuiteCRM. With over 8 years of experience, CRMJetty offers a range of customizable portal solutions designed to enhance customer engagement, streamline partner relationships, and improve overall business efficiency. Serving industries such as healthcare, real estate, education, non-profit, finance, IT, legal, insurance, manufacturing, and travel, CRMJetty's solutions cater to diverse business needs across various sectors.

## What is PortalXpand 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

$399

Flat Rate, Per Month

Free trial  
not available

Free version not included

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Do you work for PortalXpand?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.biztechcs.com&name=PortalXpand)

## 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.

### PortalXpand

0.0

VS.

[4.4 (127)](https://www.capterra.com/p/151082/BoardEffect/reviews/)

Starting Price

$399

Flat Rate, Per Month

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.3 (89)

Value For Money

0.0 (0)

Value For Money

4.2 (84)

Customer Service

0.0 (0)

Customer Service

4.4 (87)

## PortalXpand alternatives

[4.8 (49)](https://www.capterra.com/p/10019610/Motion-io/reviews/)

Starting price

$49.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.7 (1,058)](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

[4.6 (5,298)](https://www.capterra.com/p/153140/Connecteam/reviews/)

Starting price

$29.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

Highest Rated

[HulerHub](https://www.capterra.com/p/230087/Huler-Hub/)

[4.9 (89)](https://www.capterra.com/p/230087/Huler-Hub/reviews/)

Starting price

$3.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/230087/Huler-Hub/)

## FAQs about PortalXpand

Overview

### What company size and specific industries is PortalXpand built for?

PortalXpand is designed for small businesses, mid-market companies, and enterprises that use Dynamics 365 CRM and need a customer portal synchronized with it. It is not tied to a specific industry, so it fits organizations across sectors that rely on Microsoft Dynamics 365 for customer-facing portal access.

Features and Usability

### What are the key features of PortalXpand?

PortalXpand offers a client portal and self service portal, along with content management, forms management, and knowledge base management. It also includes access controls and role-based permissions for user access, plus reporting and statistics, activity dashboard, alerts and notifications, search and filter, customizable templates, drag and drop, and API support.

Pricing

### How much does it cost and what fees or limitations are included?

PortalXpand starts at $399 per month for 500 users, for both Customer Portal Solutions and PRM Solutions. Customer Portal Solutions includes billing, case management, documents, notifications, and a self-service knowledge base. PRM Solutions adds partner onboarding, deal registration, performance management, contracts, and training.

Getting Started and Support

### What customer support options does PortalXpand offer?

PortalXpand provides Email/Help Desk support and a Knowledge Base for users who need help or self-service guidance. No reviewer feedback about support experience is available, so support quality, response time, and helpfulness are not described in user comments.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

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

Client Portal

Private online space that lets businesses securely share documents and provide information access to clients

Content Management

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

PortalXpand 15 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Private online space that lets businesses securely share documents and provide information access to clients

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Pre-designed layouts that can be customized to match preferences and requirements

Protect sensitive data for digital privacy

Assemble applications and processes by dragging over and arranging pre-built components

Store, manage and track all forms in a centralized location

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Search and filter data across systems to locate required information by entering keywords or certain criteria

Online portal through which end users can access the system, manage tasks, or obtain information

## Pricing

Customer Portal Solutions

$399.00

Flat Rate,Per Month

It includes:

-   Self-service Knowledge Base
-   Case Deflection & Management
-   Document Management
-   Billing & Payments
-   Information on Demand
-   Notifications on activities

PRM Solutions

$399.00

Flat Rate,Per Month

It includes:

-   Partner Onboarding
-   Deals Registration
-   Partner Performance Management
-   Contracts & Documents Management
-   Training & Content Management
-   Activity Collaboration

## 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

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