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Custom software guide

What is the best customer portal for showing data from an ERP and other systems?

Zoho Creator is the best product for a portal that must show data from an ERP and other systems the portal vendor does not own, because you define the data model and the workflows yourself. A custom portal built by Black Badger ranks second, and it is the stronger choice when the portal has to read live from an ERP, an accounting system and a project tool at once.

Updated How we rank

Best customer portal for ERP and other system data. Updated November 14, 2026.
RankOptionBest forPriceMain limit
1Zoho CreatorCompanies with someone to build a portal around their own dataStandard $8 a user a month billed yearly, plus portal add-onPortal users are a paid add-on, and Standard allows one application
2Custom build by Black BadgerPortals that must read live from several systems at onceOne-time build scoped in writing, no per-seat feeNeeds a scoping call first, and suits companies of 50 or more employees
3Salesforce Experience CloudCompanies that already bring ERP data into SalesforceService Portal $4 a login or $10 a member a monthPriced per login or per named member, and object access starts restricted
4SoftrCompanies whose operational records already sit in a table toolBasic $19 a month billed yearly, $25 billed monthlyClient users are capped, at 250 on Pro and 500 on Business
5MoxoCustomer processes that touch other systems along the wayTeam plan $5,000 a year, per Moxo blogPriced by flows a year and AI use, not by people who log in
6SuiteDashFirms happy to keep client data inside the portal tool itselfStart $19 a month, or $180 a year, flat per accountPlans differ mainly by storage, 100GB on Start to 2TB on Pinnacle

The ranking, entry by entry

1 Zoho Creator

Best for companies with someone to build a portal around their own data

Zoho Creator is first among products because it is the one here sold as a way to build a portal with your own data model and workflows. Showing ERP data requires both. Your staff decide what an order, a shipment or an invoice looks like to a customer. Professional, at $20 a user a month billed yearly, allows unlimited applications, and customers come in as portal users on an add-on.

Watch for. Ask how your ERP data will reach the application and how often. Portal user add-on prices are not published, and a custom domain is included only on Enterprise.

Price
Standard $8 a user a month billed yearly, plus portal add-on Standard is $12 a user a month billed monthly, Professional $20 billed yearly or $30 monthly, and Enterprise $25 billed yearly or $37 monthly. Portal users are a separate add-on sold in tiers from 250 to 100,000 portal users, and the pages read show no add-on prices. Flex is quoted.
Main limit
Portal users are a paid add-on, and Standard allows one application
Checked
on zoho.com

2 Custom build by Black Badger

Best for portals that must read live from several systems at once

This is the situation we build for most, and Black Badger publishes this guide, so weigh that. A custom portal ranks second here. When orders sit in the ERP, invoices in accounting and job status in a project tool, the portal is mostly integration work, and a product adds its own data store on top of the three you have. We build the portal to read from those systems directly, so customers see what your staff see.

Watch for. We need access to each system and someone on your side who knows its data. Those connections are named in the written scope before the build starts.

Price
One-time build scoped in writing, no per-seat fee After launch you pay running costs such as hosting, database and email. There are no licenses, so adding a person adds no fee.
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

3 Salesforce Experience Cloud

Best for companies that already bring ERP data into Salesforce

Salesforce Experience Cloud ranks third. It shows customers the data held in your Salesforce org, so it fits this list only when order and invoice data from the ERP already lands there. In that case the portal adds a customer view of that data, and Enterprise, Performance and Unlimited orgs can create up to 100 Experience Cloud sites. If the data is not in Salesforce, this product does not fit.

Watch for. By default, object permissions on community license profiles are restricted. Each kind of record you expose needs access opened deliberately.

Price
Service Portal $4 a login or $10 a member a month Salesforce's pricing page calls this plan Service Portal and does not use the name Experience Cloud. Prices are in USD, the page says they may change and to contact sales for detailed pricing. Experience Cloud also has Customer Community, Customer Community Plus, Partner Community, External Apps and External Identity licenses, and the page shows no prices for those.
Main limit
Priced per login or per named member, and object access starts restricted
Checked
on salesforce.com

4 Softr

Best for companies whose operational records already sit in a table tool

Softr is fourth. It suits a company that already keeps its records in a table tool and wants a portal on top of them quickly. If your order status is exported from the ERP into such a tool today, Softr can put a customer view over it without a development project. It ranks fourth because it fits a modest number of customers and does not fit deep custom logic.

Watch for. Client users are capped at 250 on Pro and 500 on Business. A portal fed by exports is only as current as the last export.

Price
Basic $19 a month billed yearly, $25 billed monthly From Softr's docs, since the pricing page did not load as text. Pro is $99 billed yearly or $119 monthly, Business is $329 yearly or $395 monthly, and Enterprise is custom. Basic allows 5 team users and 5 client users with no add-on. Pro allows up to 250 client users, and Business up to 500.
Main limit
Client users are capped, at 250 on Pro and 500 on Business
Checked
on softr.io

5 Moxo

Best for customer processes that touch other systems along the way

Moxo ranks fifth. It is built around guided processes with customers, and its blog says Scale and Enterprise pricing depends on processes, AI capacity, portals, integrations and services, quoted per customer. That means integrations are quoted as part of the price. It ranks fifth because it is not for a persistent customer account area with order history and self-service reports.

Watch for. The Team plan figure of $5,000 a year comes from a Moxo blog post, and the pricing page shows no prices. Get integration costs in the quote.

Price
Team plan $5,000 a year, per Moxo blog Moxo's pricing page shows no prices, only trial and demo buttons. The Team figure comes from a Moxo blog post, which says Team includes 100 flows a year, an AI allowance and unlimited seats. Scale and Enterprise are custom quotes.
Main limit
Priced by flows a year and AI use, not by people who log in
Checked
on moxo.com

6 SuiteDash

Best for firms happy to keep client data inside the portal tool itself

SuiteDash is sixth and is here as the contrast. It is a flat-priced tool for clients, files, invoices and projects, with unlimited clients on every plan from $19 a month. That works when the portal tool is itself where the client work is managed. It is not for a company that needs its portal to read live data from its own ERP or order system, which is the question on this page.

Watch for. Storage runs from 100GB on Start to 2TB on Pinnacle. Decide where invoices will be created, since two invoicing systems cause errors.

Price
Start $19 a month, or $180 a year, flat per account The page says one price per month or year and not per user. Thrive is $49 a month or $480 a year, and Pinnacle is $99 a month or $960 a year. The pricing page also lists a one-time century option and SuiteDreams at $1,499 one time plus $49 a month, which includes Pinnacle.
Main limit
Plans differ mainly by storage, 100GB on Start to 2TB on Pinnacle
Checked
on suitedash.com

How this list was ranked

We ranked for a company whose customers want to see orders, shipments, invoices or job status that live in an ERP, an accounting system or another system of record. The test was where each option gets its data. An option that reads your systems ranks above one that needs the data copied in, and both rank above one that only shows its own records.

We did not credit any product with a connector or integration its fact entry does not mention. Ask each vendor how your specific ERP would be connected.

Questions buyers ask

Can customer portal software show live ERP data?

Some customer portal products can show ERP data, and the result depends on how the data reaches the portal. If the data is copied on a schedule, customers see a snapshot. If the portal reads the ERP when the customer opens a page, they see what your staff see. Ask each vendor which one applies to your ERP.

Do we need to replace our ERP to offer a customer portal?

No, you do not need to replace your ERP to offer a customer portal. The ERP stays the system of record, and the portal shows customers the data it holds. A working ERP does not have to change for a portal to read from it.

What should customers be able to do in a portal connected to an ERP?

Customers in a portal connected to an ERP can view records or act on them, and you should decide which early because it changes the choice of portal. Viewing orders and invoices is one level. Placing reorders, approving quotes, paying invoices or uploading documents means the portal writes back to your systems, and that needs more care on any route.

Why does a custom portal rank second for ERP data?

A custom portal ranks second for ERP data because a company with someone to build on a platform can show that data with a product. We rank a product first wherever one answers the question. Black Badger publishes this guide and builds custom portals, and we keep first place for the list about outgrowing a portal add-on.

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