FormaPortal vs MatrixFlows Partner Portal

FormaPortal gives an organization a branded web portal where its contacts can sign in, find information, and submit it. Configuration happens in a dashboard, with nothing to install or host. Organizations can use their own domain, colours, typeface, logo, and browser icon. Registration may be open or subject to application review, and tier-based permissions control access to pages, documents, events, and announcements. Users can sign in with a password, a six-digit email code, or a magic link. Forms retain the questions and answers as submitted, while an activity log records meaningful actions. The portal supports subscription and dues billing, event ticket payments, and a store for digital and physical goods. Listed integrations include Zapier, Xero, QuickBooks, MCP, and Google Tag Manager. FormaPortal says customers can export all portal data in full at any time. Starter costs £49 a month, excluding VAT, and includes 200 contacts, 10 organisation accounts, 3 team seats, 75 GB storage, 1 custom domain, and a 6-month activity log. Platforms listed are web only.

MatrixFlows Partner Portal gives partners, resellers, installers and internal channel teams a place to find answers, complete training, register deals and request support. Courses track certification progress that can unlock tiers and content. Guided forms with conditional logic and approval tracking handle deal registration, MDF or co-op requests, and pricing requests. An approved asset library can be gated by partner tier and brand, while natural-language search and AI answers are scoped to a partner's tier and products. Support can take place through live chat, email, video or screen sharing, with conversations retaining partner context. The portal can connect to existing CRM, PRM, asset-library and training systems, and registered deals can sync to a CRM. Controls include SSO/SAML, role- and tier-based access, and field-level permissions inherited from partner groups. The maker says internal fields and other partners' data remain hidden from each partner, including from the AI's view. A branded portal can be deployed on a company website and its own domain without code, with one foundation serving multiple brands. Plans are billed annually: Team is $50.00 per month with unlimited users, and a 7-day Team trial is offered.