EngagePortal gives your customers a single destination for projects, support, billing, and knowledge — while giving your team full visibility and control.
Everything your customers need, in one place
Features
Everything they need to stay informed and everything you need to deliver great service.
Track milestones, tasks, risks, and documents in a shared workspace. Customers see real-time progress without ever leaving the portal.
A full ticketing system with priorities, SLA tracking, file attachments, and threaded conversations — all tied to the right customer.
Publish articles, guides, and FAQs. Organize by category, target by customer, and let customers self-serve before raising a ticket.
Customers can view invoices, subscription plans, and payment history. Your team manages billing profiles from one clean interface.
Push updates, release notes, maintenance windows, and security notices to all customers or specific accounts — with category filters and scheduling.
Every user lands on a personalised dashboard showing action items, upcoming tasks, recent activity, and the metrics that matter to them.
Assign CSMs and success contacts to customers. Schedule check-in meetings, log notes, and keep customer relationships visible across the org.
Track internal and customer-facing work items with status, priority, and assignments — lightweight enough for quick wins, powerful enough for complex delivery.
Granular, configurable role-based access at both org and customer level. Define exactly what each user can see and do — no hard-coded roles.
How it works
No complex configuration. Invite your team, add your customers, and start delivering.
Create your organisation, configure your branding, and define the roles and permissions that suit how you work.
Add internal users with org-level roles. Invite customer contacts — they get a dedicated portal view scoped to their account.
Create projects, publish knowledge articles, raise tickets, send announcements — everything connects to the right customer automatically.
Modules
Give customers real-time visibility into implementation and delivery. Track milestones with due dates, log weighted tasks, monitor risks, attach documents, and manage who has access — all from a single project view.
Project progress at a glance
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Support queue view
Customers raise, track, and comment on support tickets directly in the portal. Your team triages, assigns, and resolves — with SLA tracking and file attachments throughout.
Publish documentation customers can actually find. Organise articles into categories, target content at specific customers, and track helpfulness ratings to improve over time.
Getting Started
Integrations
Security & Compliance
FAQ
Knowledge base categories
Get started today — free to set up, no credit card required.