Every job starts with a customer. That’s why Portal’s People module gives you an organized, centralized hub for managing all your contacts—from proposal creation to payment tracking and beyond.
Why Customer Management Matters
In integration businesses, customer information can quickly become scattered—especially when proposals, payments, and notes live in separate systems. Portal’s People module brings it all together, making it easy to stay on top of every client relationship without added complexity.
A Centralized Contact Hub
The People module offers a clear, searchable view of every customer in your system:
Contact Profiles: Store names, emails, multiple addresses, and internal notes.
Proposal History: Instantly see every proposal linked to that customer.
Payment Tracking: View current and past payments, statuses, and outstanding balances.
Whether you’re prepping for a call, checking on job history, or chasing down a payment, everything you need is in one place.
CRM Integration Made Easy
Portal's People module integrates with Zoho, QuickBooks Online, and Salesforce, allowing you to sync customer information seamlessly across your business systems. Keep your CRM, proposals, and accounting data aligned without manual entry.
Why Dealers Love the People Module
Stay Organized: No more digging through emails or spreadsheets.
Work Faster: Instantly access proposals and payments by customer.
Better Communication: Use notes and addresses to personalize service.
Smarter Accounting: Seamlessly map customers to QuickBooks.
Connected CRM: Sync across Zoho, QuickBooks Online, and Salesforce.
Available on All Portal Plans
Customer management is a core feature of Portal, and the People module is included across all plans.
Simplify the Way You Work With Customers
With the People module, Portal helps you manage more than just proposals—you manage relationships. It’s one more way we help integrators stay professional, efficient, and ready to grow.