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Custom software guide

Should a company build or buy a customer portal?

A company should usually build a custom customer portal, because a portal is useful only when it shows the orders, projects and invoices held in your own systems, and that connection is the part products do least well. Salesforce Experience Cloud is the best portal to buy, provided Salesforce is already your system of record, since customers then see and update that same data.

Updated How we rank

Build or buy a customer portal, with six products ranked. Updated November 14, 2026.
RankOptionBest forProsCons
1Custom build by Black BadgerPortals that show live data from your own systems
  • Built around your process, so staff stop working around the software
  • No per-seat fee, so adding a person adds no license cost
  • You own the code and every account it runs on
  • Costs more up front than the first year of a subscription
  • A wait before anyone can use it, while it is scoped and built
  • Your team has to know its own process well enough to describe it
2Salesforce Experience CloudCompanies whose customer data already lives in Salesforce
  • Customers see and update the same data as your Salesforce org
  • Two ways to license external users, by login or by member
  • Higher editions allow up to 100 sites
  • Every external user or login has to be licensed
  • Object access starts restricted and needs setup
  • Prices for most community license types are not shown
3ZendeskPortals that are mainly a help center and ticket tracker
  • Cost follows the support team, not the number of customers
  • Help center and ticket tracking for a support team
  • Your own subdomain is included on all listed plans
  • The customer portal starts on Suite Professional
  • Zendesk branding stays on the web widget on the listed plans
  • Not built to show orders or invoices from your own systems
4SoftrA quick portal over records kept in a table tool
  • A quick portal on top of records you already keep in a table tool
  • Each plan includes one custom domain
  • Client users are capped, at 250 on Pro and 500 on Business
  • Basic stops at 5 client users with no add-on
  • Larger numbers need the custom Enterprise plan
5MoxoGuided onboarding and approval steps with customers
  • Customers act through a magic link with no account to create
  • Team includes unlimited seats
  • Guided steps for onboarding and approvals
  • The pricing page shows no prices
  • Team includes 100 flows a year
  • Not a persistent account area with order history
6ClinkedBranded file sharing with a defined group of clients
  • Branded file-sharing and collaboration space for clients
  • Standard includes your own domain and 1 TB of storage
  • Members are capped per plan, at 100 on Standard and 250 on Premium
  • A white-label mobile app is Enterprise only
  • Unclear whether customers count toward the member allowance
7SuiteDashServices firms that want one flat-priced client tool
  • One flat price with unlimited clients and staff
  • Clients, files, invoices and projects in one tool
  • Storage is capped by plan
  • Custom domains are not listed by plan
  • Does not read live data from your own ERP or order system

The ranking, entry by entry

1 Custom build by Black Badger

Best for portals that show live data from your own systems

Custom is first on this list, and Black Badger, which publishes this guide, builds customer portals, so weigh that. A portal is the system on this site most shaped by your own data. Customers want their orders, their project status and their invoices, and those are held in your ERP, your CRM and your finance tool. We build the portal against those systems, under your brand and your domain, and no fee is charged per customer login.

Watch for. The portal depends on the systems behind it having clean data and a way to read it. Discovery checks that before the written scope is agreed.

How it charges
One-time build scoped in writing, then running costs such as hosting
Main limit
Needs a scoping call first, and suits companies of 50 or more employees
Checked
on blackbadger.biz

What a custom build involves, and how to ask about one

2 Salesforce Experience Cloud

Best for companies whose customer data already lives in Salesforce

Salesforce Experience Cloud is the best portal to buy if you run Salesforce, because the portal reads the same records your staff work in. Buying wins there, and the cost follows the customers. The published Service Portal plan is billed per login or per member, monthly, and every external user is licensed by one of the two. Five-year cost depends on how many customers sign in and how often.

Watch for. Object permissions on community license profiles start restricted, and Salesforce shows prices for the Service Portal plan only. Other license types need a quote.

How it charges
Per login or per named member, monthly
Main limit
Priced per login or per named member, and object access starts restricted
Checked
on salesforce.com

3 Zendesk

Best for portals that are mainly a help center and ticket tracker

Zendesk ranks third. If what you mean by a customer portal is a place to raise and follow support tickets, buy this and do not build. The customer portal appears on Suite Professional, billed yearly, and pricing is per agent, so the cost follows your support team and not your customer count. It stops being the answer when customers need to see orders or invoices from your own systems.

Watch for. Removing Zendesk branding from the web widget is not included on any of the three listed plans. Host mapping to your own subdomain is.

How it charges
Per agent, billed yearly or monthly
Main limit
Customer portal starts on Suite Professional, priced per support agent
Checked
on zendesk.com

4 Softr

Best for A quick portal over records kept in a table tool

Softr ranks fourth. It is the fastest buy when your records already sit in a table tool and a modest number of customers need to see them. Pro has a flat monthly price, billed yearly. The ceiling is what decides build or buy. Client users are capped at 250 on Pro and 500 on Business, and anything larger needs the Enterprise plan, which is quoted. A company with a larger customer base outgrows the published plans.

Watch for. Users with free email domains such as Gmail count as client users, and Pro includes only 50 before the per-user add-on begins.

How it charges
Flat monthly price by plan, plus a fee per extra client user
Main limit
Client users are capped, at 250 on Pro and 500 on Business
Checked
on softr.io

5 Moxo

Best for guided onboarding and approval steps with customers

Moxo ranks fifth. It is a different kind of product. Customers act on guided steps through a magic link without creating an account, which suits onboarding and approvals. A Moxo blog post gives the Team plan a yearly price with 100 flows and unlimited seats, so the price follows process volume and not logins. It is not the buy for a persistent account area with order history, which is the usual meaning of a customer portal.

Watch for. The Moxo pricing page shows no prices, and the pages we read do not say which plans include white-label branding or custom domains.

How it charges
By flows a year and AI use, larger plans quoted
Main limit
Priced by flows a year and AI use, not by people who log in
Checked
on moxo.com

6 Clinked

Best for branded file sharing with a defined group of clients

Clinked ranks sixth. It gives a defined group of clients or partners a branded space to share files and work together, and it does that without any building. Standard covers 100 members and Premium covers 250 on the plan card, each billed monthly, and Premium costs more. The member allowance is the limit. A company expecting thousands of customer logins, or a portal connected to its own systems, is outside what Clinked is for.

Watch for. The comparison section of the pricing page shows a lower Premium price than the plan card, and does not say whether customers count toward the member allowance.

How it charges
Monthly by member allowance, Enterprise quoted
Main limit
Member allowance per plan, 100 on Standard and 250 on Premium
Checked
on clinked.com

7 SuiteDash

Best for services firms that want one flat-priced client tool

SuiteDash ranks seventh for a company of 50 or more employees. Its pricing is the opposite of per-seat, with one flat price per account and unlimited clients and staff on every plan, from Start to Pinnacle. On cost alone it is a sound buy. It ranks last because it keeps clients, files, invoices and projects in its own system. It does not suit a portal that must read live data from your ERP or order system.

Watch for. Plans differ mainly by storage, from 100GB on Start to 2TB on Pinnacle. The page does not list custom domains by plan.

How it charges
Flat price per account, monthly or yearly, not per user
Main limit
Plans differ mainly by storage, 100GB on Start to 2TB on Pinnacle
Checked
on suitedash.com

How this list was ranked

A customer portal differs from the other systems on this site. Its value comes from showing customers data that is already held in your own systems, under your own brand. So we ranked by how well each option reaches that data, then by how the price behaves as the number of customers grows, then by who maintains it.

Custom is first on this list for that reason. Building wins more often for portals than for any other system we cover, and we rank it second or third on the lists where buying usually wins.

Questions buyers ask

Why does building win more often for customer portals?

Building wins more often for customer portals because the portal has little content of its own. Everything a customer wants to see comes from your ERP, CRM, project or finance system. A product can supply the login and the pages, and the connection to your data still has to be built. Once you are building that, building the pages too is a small step.

When should a company buy a customer portal product instead of building one?

Buy a portal product when the portal belongs to a system you already run. If your records are in Salesforce, its portal reads them directly. If the portal is a help center, a support product does it well. If you mainly share files with a known group of clients, a file portal is enough.

How do customer portal products charge as the number of customers grows?

Customer portal products charge in different ways as customers grow, and the method changes the five-year total. Some license each external login or member, some charge per support agent, some cap client users by plan and some charge a flat fee. Work out the cost at the number of customers you expect in year five.

What systems does a custom customer portal connect to?

A custom portal connects to whatever systems hold the data your customers ask about. Black Badger names each source system in the written scope, along with what customers can see and what they can change. The portal uses your sign-in rules and your domain.

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