Magentrix PRM

Magentrix PRM

Magentrix
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About

Collecting electronic files from your clients is hard work. They don't have the same software. Email is messy and insecure. Use a branded upload page with drag and drop functionality to gather and organize content. Spend more time on important tasks and less time worrying about logistics and security. Easily receive digital documents, photos, and videos from clients no matter what software they use. All uploaded files go straight to your cloud storage and are collected under your client's name. No more lost files and time-consuming searches. File Request Pro connects with OneDrive, SharePoint, GoogleDrive and Google Docs. Get set up in 5 minutes. Organise personal details, bank statements and other financial documents direct in your cloud storage. Improve the customer experience and spend more time on your core competencies. Lending and mortgage. Spend more time closing deals and less time on paperwork. Quickly collect and organise bank statements, ID documents, pay slips.

About

Increase productivity of your channel sales partners with a Magentrix partner portal for partner relationship management (PRM). Customize the look and feel with your own brand. Control access to standard and custom objects, files and document sharing and eLearning. FEATURES: Partner onboarding, Playbooks, Training & certification, Pop-up alerts, Deal Registration, Deal Management, Document Management, Content Management, Market Development Funds (MDF) and much more! INTEGRATIONS: Magentrix integrates seamlessly with your CRM (e.g. Salesforce, SAP, Dynamics, HubSpot and more) to maintain a single corporate data source with complete control over user permissions and security. Intelligently optimizes synchronization with Salesforce data resulting in less API calls for high performance and uninterrupted data accessibility. Extend your portal with the growing list of 3rd party applications (including Zapier) or use the RESTful API to integrate your own.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Organizations that need a document collection platform

Audience

Companies who need a partner portal to supplement their channel partner program integrated with Salesforce, MS Dynamics or HubSpot (and more)

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$49 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

File Request Pro
Founded: 2019
United States
filerequestpro.com

Company Information

Magentrix
Founded: 2012
Canada
www.magentrix.com

Alternatives

Alternatives

Introw PRM

Introw PRM

Introw
Impartner PRM

Impartner PRM

Impartner

Categories

Categories

Channel Management Features

Campaign Management
Channel Analytics
Incentive Management
Inventory Control
Lead Management
Opportunity Management
Order Management
Partner Management
Product Management
Reseller Management

Partner Relationship Management (PRM) Features

Asset Management
Business Plans
Channel Marketing Automation
Collaboration Tools
Compliance Management
Deal Management
Deal Registration
Lead Generation
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management

Integrations

Zapier
Adobe Acrobat Sign
Authorize.Net
Formstack
Google Drive
LiveChat
Mailchimp
Maileon
Microsoft Dynamics 365
Microsoft OneDrive
Microsoft SharePoint
Partner Fleet
Salesforce
Squarespace
Stripe
Twilio
Wazala
Wix
WordPress
iConduct

Integrations

Zapier
Adobe Acrobat Sign
Authorize.Net
Formstack
Google Drive
LiveChat
Mailchimp
Maileon
Microsoft Dynamics 365
Microsoft OneDrive
Microsoft SharePoint
Partner Fleet
Salesforce
Squarespace
Stripe
Twilio
Wazala
Wix
WordPress
iConduct
Claim File Request Pro and update features and information
Claim File Request Pro and update features and information
Claim Magentrix PRM and update features and information
Claim Magentrix PRM and update features and information