Liberate sales growth with a self-service customer portal

Fully customisable MSP ready portal that liberates sales growth with the best customer experience

Fully customisable MSP ready portal

If like us, you believe a portal should be the central point for all interactions and the most efficient channel to deliver new revenue streams from upsell and cross sell opportunities, then working with POPX will deliver the results you’re looking for.

Empowering your customers and partners in this way provides the highest levels of customer experience and is the most powerful way to surface your next level service automation improvements, direct to the people who matter most. It’s time to give your customers the user experience they deserve. No transformation is complete unless it results in a direct improvement in how your customers engage with you, with transparency and self-service as corner stones to success.

Full transparency of all account information available to your customers in one portal

Full transparency

Everything your clients need to know and be able to manage their account available in one portal. POPX delivers full transparency in procurement, provisioning, support, billing and much more.

Allow customer to self-serve so they are in control and can buy new services quickly and easily


Viewed in real-time from any device and with the highest security standards, your customers can manage each of their services, buy new ones, decommission old ones, ask questions and get support in the fastest and most convenient way.

Put the power of monitoring and management in the hands of your customers

Monitoring & management

POPX puts the power in the hands of your customers to manage their full portfolio of services and monitor the performance of their products and assets. Make it fast and easy for them to make changes and manage their bills, so they always know exactly where they are.

The complete MSP portal service

POPX has the MSP-ready portal you need to deliver the best customer experience, regardless of which technology choices you have made to run your operations.

What successful MSP portals do differently:

  1. Integrate internal and supplier systems.
  2. Automate tasks and processes so customers can self-serve.
  3. Liberate sales growth opportunities.
We deliver success

With our background as MSP transformation experts, we fully understand what it takes and have the capability to deliver next level service automation via a fit-for-purpose and user-friendly customer portal.

We not only develop the portal but also ensure it has all the appropriate integrations to your existing internal and supplier systems. Then, we create and manage workflows to automate as many tasks and processes as possible, transforming your customer relationships with new levels of engagement that converts to increased loyalty and sales.

Fully managed service

We take care of everything for you, including the integrations and workflows required to run the most complete MSP portal that sets you apart from your competitors. By making customers feel they are in control of their relationship with you and are empowered to self-serve, see more and do more, you make it easy for them to buy more.

What's included:
  • All integrations.

  • Service catalogue.

  • Design, branding, layout.

  • Workflow design, build & management.

  • Set-up of automated customer reports.

  • Fully managed service & ongoing maintenance.

We deliver success through integration and automation that liberates sales growth opportunities for your manages services business

Capability improvements

  • Give customers the user experience they deserve by improving efficiency & customer satisfaction.
  • Enable users to get answers to questions quickly from a variety of sources while reducing resolution time and manual errors.
  • Allow customers to create, view & manage all support cases & track the resolution process.
  • Display a full and complete view of a customer's services & their performance.
  • Allow customers full administration of their own account.
Full transparency of provisioning, support and billing
  • Give full transparency of procurement, provisioning, support & billing.
  • Provide real-time performance monitoring & access to reports.
  • Empower customers to quickly scale or update services & purchase new ones.
  • Personalise information to the user & use predictive analytics to suggest new upsell & cross sell services.
Full access to service monitoring information and alerts


The single biggest frustration for customers of MSPs and tech service providers is a lack of transparency, especially in relation to their billing. Fixing this specific customer challenge will give you the single biggest differentiator against competitors and turn that frustration into loyal customers who are committed to your success.

Giving customers the access and control to manage their own account with full information at their fingertips helps improve your relationship with them, increases their trust in you and empowers them to buy more.

Allow your customers to:
  • See full financial information relating to their account.

  • Stay in control of their financial relationship with you.

  • Know what services they are paying for & when.

  • Quickly view any outstanding fees & due date.

  • Securely make quick & easy online payments.

  • List all paid, part paid & unpaid invoices.

  • Export all records to Excel.

Make billing a competitive advantage and not a frustration for your customers

Service information

Give customers the ability to see all the products and services they buy from you in one place, by category and group by location. Includes information such as start date, end date, active/inactive, full description and the SLA. In addition, full details can be seen on all quotes and orders and the status of those orders.

Your complete service catalogue can be available for customers to browse, allowing them to view prices and easily make new orders and track them.

Allow your customers to:
  • Fully manage their own estate through self-service options that put them in control.

  • Have full transparency of all their products & services, their status & performance.

  • Browse your full service catalogue, get prices & easily order new services.

  • Scale & update services, reducing the number of inbound change requests.

  • See a full history of all services purchased, quotes & orders.

  • Leverage the benefits of your automation efficiencies.

  • Track the status of any orders through provisioning.

See all your service information under one pane of glass

Help & support

Give customers the help and support they deserve quickly, efficiently and via multiple easy access channels. An interactive portal that responds appropriately to requests by presenting information or triggering a resolution quickly helps customers stay on track, saves time for everyone and reduces the burden on your support team. A knowledge base with easy to use filters and categories helps users find what they are looking for.

Notifications advise customers of actions they need to fulfil, while support cases can be created, tracked and managed. Everything and more the customer needs to be productive in one place

Allow your customers to:
  • Get the help, information & issue resolution they need quickly & efficiently.

  • Easily access multiple channels of help & support at their fingertips.

  • Access your knowledgebase with searchable filters & categories.

  • See all planned maintenance in a calendar format.

  • Be prompted by helpful notifications.

  • Fully manage all support cases.

  • Chat with an online agent.

Help & support is only one click away whenever you need us
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Self-Service Customer Portal Benefits for MSPs

Talk to us to find out more about how we can help develop your Customer & Partner Portal

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