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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 

Screenshots View All

Screenshots View All

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 
Twilio Yes 
Wazala Yes 
Wufoo Yes 
Zapier Yes 
iConduct 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 
Twilio No 
Wazala No 
Wufoo No 
Zapier No 
iConduct 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 

Alternatives

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