--- title: "PortalXpand Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about PortalXpand Software - reviews, pricing plans, popular comparisons to other Portal products and more." source_url: "https://www.capterra.com/p/253872/PortalXpand/" page_type: "product" language: "en" --- # PortalXpand Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 15, 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 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 PortalXpand?[Manage this product listing](https://www.g2.com/products/portalxpand/claim_requests/new?auto=true) ## PortalXpand Overview Updated September 2026 AI summary PortalXpand enables small and midsize businesses to create client and self-service portals that integrate with Dynamics 365 CRM, supporting external access, content management, and knowledge base functions. The platform features access controls, role-based permissions, customizable templates, reporting, and API connectivity, and is accessible via cloud, web, and major operating systems to support flexible deployment needs. ## 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 (633) Value For Money 0.0 (0) Value For Money 4.2 (604) Customer Service 0.0 (0) Customer Service 4.4 (591) ## PortalXpand alternatives [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 [4.6 (5,315)](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 [SuiteDash](https://www.capterra.com/p/154949/SuiteDash/) [4.8 (633)](https://www.capterra.com/p/154949/SuiteDash/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/154949/SuiteDash/) Highest Rated [kitchen.co](https://www.capterra.com/p/10013202/kitchen-co/) [4.9 (121)](https://www.capterra.com/p/10013202/kitchen-co/reviews/) Starting price $29.00 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/10013202/kitchen-co/) ## FAQs about PortalXpand Overview ### What company size and specific industries is PortalXpand built for? PortalXpand is designed for businesses of any size that use Dynamics 365 CRM and need a customer portal connection. The target audience is not limited to a specific industry, but it best fits organizations that want synchronized customer data and portal access between their CRM and external users. Features and Usability ### What are the key features of PortalXpand? PortalXpand offers a client portal and self service portal for external access, along with content management, knowledge base management, and forms management. It also includes role-based permissions and access controls, plus API access, reporting and statistics, alerts and notifications, search and filter, and customizable templates. Pricing ### How much does it cost and what fees or limitations are included? PortalXpand starts at $399 per month for either Customer Portal Solutions or PRM Solutions, priced at $399 USD per 500 users per month. The Customer Portal plan includes billing and payments, case management, and a self-service knowledge base, while the PRM plan adds partner onboarding, deal registration, and performance management. Getting Started and Support ### What customer support options does PortalXpand offer? PortalXpand provides email/help desk support and a knowledge base for customer assistance. These channels give users a direct way to submit questions and access self-service guidance. No reviewer feedback on support experience is available, so no claims can be made about response times or helpfulness. ## 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%**) PortalXpand includes **Client Portal** and **Data Security**, so it covers two of the most important capabilities buyers look for in a portal solution. However, it does not offer **SSL Security**. Instead, it provides **Access Controls/Permissions** (**56%**), which gives teams another way to manage who can view and use sensitive information. Together, these features help businesses protect data, control user access, and provide clients with a secure place to interact online. 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 ### All Features - 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 - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Security: Protect sensitive data for digital privacy - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Forms Management: Store, manage and track all forms in a centralized location - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - 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 --- ## Pricing [View pricing plan details](https://www.capterra.com/p/253872/PortalXpand/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 ## 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.