Best Salesforce Customer Portal Tools
Give your Salesforce accounts a self-service portal for viewing cases, invoices, and account health. These tools connect to Salesforce to provide customers with real-time access to their data, reducing inbound support requests and improving satisfaction. A lighter alternative to Salesforce Experience Cloud for teams that need portal functionality without the complexity.
Aligned
Customer collaboration platform with digital sales rooms and success portals
$35/user/mo
Free tier
Digital Sales Room
Dock
AI-powered collaborative workspaces for buyers and customers
$49/user/mo
Free tier
Client Portal
Freshdesk
Customer support platform with self-service portals and knowledge base
$18/user/mo
Free tier
Customer Portal
Moxo
Client interaction hub for service businesses
Custom pricing
Client Portal
OnRamp
Customer onboarding software that automates implementation workflows
Custom pricing
Onboarding Portal
Planhat
Customer success platform with client portals, health scoring, and revenue management
Custom pricing
Customer Portal
Rocketlane
Customer onboarding and professional services automation with branded portals
$19/user/mo
Customer Portal
Stacker
Build client portals and internal tools on your existing data
$79/mo
Client Portal
Zendesk
Enterprise customer service platform with self-service portals and knowledge base
$55/user/mo
Customer Portal
Zoho Creator
Low-code platform with dedicated client, vendor, and partner portals
$8/user/mo
Free tier
Customer Portal
Comparisons
7Rocketlane vs GuideCX: Which Is Better?
Customer onboarding and implementation platforms compared.
Rocketlane vs Dock: Which Is Better?
Customer onboarding vs sales-to-CS handoff platforms compared.
Dock vs GetAccept: Which Is Better?
Digital sales rooms for enterprise B2B sales teams compared.
Dock vs Aligned: Which Is Better?
Digital sales room platforms for B2B deal management compared.
Arrows vs OnRamp: Which Is Better?
CRM-native customer onboarding platforms compared.
Softr vs Stacker: Airtable Portal Builders Compared
Comparing Softr and Stacker for building client portals on Airtable — pricing, features, and which to choose.
Clinked vs Moxo: Enterprise Client Portals Compared
Comparing Clinked and Moxo for secure, enterprise-grade client portals in professional services.