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Description
Magentrix portal for partner relationship management (PRM) can help you increase the productivity of your channel partners. You can customize the look and feel of your brand. You can control access to standard and customized objects, files, document sharing and eLearning.
FEATURES
Partner onboarding, Playbooks and Training & Certification, Pop-up Alerts, Deal Registration, Document Management, Content Management and Market Development Funds (MDF), among other things!
INTEGRATIONS
Magentrix seamlessly integrates with your CRM (e.g. Magentrix seamlessly integrates with your CRM (e.g. Salesforce, SAP, Dynamics, HubSpot, and many more) to provide a single source of corporate data. You have complete control over security and permissions. Intelligently optimizes Salesforce data synchronization for faster data access and high performance.
You can extend your portal with the growing number of 3rd-party applications (including Zapier), or you can use the RESTful API for integration.
Description
Introducing Zapa Client Portals, the easy solution for managing client documents. As a CPA, gather documents faster during tax season. As an attorney, manage documents and communication in one place for more profitability. The portal allows clients to upload documents, provides a checklist of necessary documents and deadlines and gives self-service access to their files. It's secure, reliable and user-friendly. Upgrade your client management with Zapa. Try it now!
Zapa Client Portals is built for small business owners such as accountants and attorneys who need a secure and efficient way to gather, organize, and share client documents. These professionals often work with sensitive financial and personal information and need a reliable solution to keep this information secure while also streamlining their workflow. The portal is designed to provide a user-friendly interface for clients to upload documents, a checklist of necessary documents and deadlines, and easy self-service access for clients. Additionally, the portal provides a secure way for these professionals to share documents with their clients and other stakeholders, making it a valuable tool for small businesses looking for an easy way to manage their client data.
API Access
Has API
No
API Access
Has API
No
Integrations
Adobe Acrobat Sign
Yes
Authorize.Net
Yes
Formstack
Yes
LiveChat
Yes
Mailchimp
Yes
Maileon
Yes
Microsoft Dynamics 365
Yes
Partner Fleet
Yes
Salesforce
Yes
Stripe
Yes
Integrations
Adobe Acrobat Sign
No
Authorize.Net
No
Formstack
No
LiveChat
No
Mailchimp
No
Maileon
No
Microsoft Dynamics 365
No
Partner Fleet
No
Salesforce
No
Stripe
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$52 per month, unlimited users
The Professional plan is starting at $52 for unlimited guests and user accounts. The Large Firm plan is $104 per month and includes Tasks, File Requests and Due Dates. Finally, our Enterprise plan includes fillable PDFs and eSignatures for $188 per month.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Magentrix
Founded
2012
Country
Canada
Website
www.magentrix.com
Vendor Details
Company Name
Breichbilt
Country
United States
Website
www.zapaclientportal.com
Product Features
Channel Management
Campaign Management
No
Channel Analytics
Yes
Incentive Management
Yes
Inventory Control
No
Lead Management
Yes
Opportunity Management
Yes
Order Management
Yes
Partner Management
Yes
Product Management
No
Reseller Management
Yes
Channel Marketing
Campaign Management
No
Channel Analytics
No
Content Management & Sharing
No
Incentive Management
No
Inventory Control
No
Lead Management
No
Multiple Channel Configurations
No
Order Management
No
Partner Management
No
Pipeline Management
No
Social Promotion
No
Partner Relationship Management (PRM)
Asset Management
Yes
Business Plans
Yes
Channel Marketing Automation
Yes
Collaboration Tools
Yes
Compliance Management
No
Deal Management
Yes
Deal Registration
Yes
Lead Generation
No
Lead Sharing
Yes
Partner Onboarding
Yes
Partner Portal
Yes
Performance Metrics
Yes
Rewards Programs
Yes
Workflow Management
Yes
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No
Product Features
Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
Yes
Document Conversion
No
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
Yes
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Portal
Chat
No
Collaboration
Yes
Content Management
No
Document Management
Yes
File Sharing
Yes
Search
Yes