Portal CRM
Streamline Your Operations with Portal CRM
Developed by The Portal Agency, Portal CRM is designed to enhance business efficiency for companies of all sizes. Our intuitive platform offers a comprehensive suite of tools to improve customer relationships and streamline operations
Key Features
Expense Recording
- Log and manage company expenses.
- Set up recurring expenses and bill clients directly
Project Management
- Manage and invoice projects efficiently
- Assign tasks, track time, and monitor expenses
Invoice Creation
- Generate and send professional invoices quickly
- Automate recurring invoices and customize tax settings
Lead Management
- Track leads using a simple Kanban system.
- Convert leads to customers and manage proposals seamlessly
Customer Support
- Utilize a robust ticketing system with auto-responses and priority settings
Payment Processing
- Accept payments in multiple currencies via PayPal and Stripe.
- Automatically generate PDF receipts for transactions
Knowledge Base
- Create informative articles for staff and customers with feedback options
Contract Management
- Lock in sales with customizable contracts and automated reminders
Organizational Tools
- Use the integrated calendar and newsfeed to keep track of events and updates
Insightful Reports
- Access detailed reports on sales, revenue, and customer behavior.
Custom Fields
- Personalize documents with additional fields for tailored interactions.
Goal Tracking
- Set and monitor business objectives with real-time notifications
Surveys
- Send surveys to gather valuable feedback from leads and clients