For AV, IT/MSP, and security integration firms, choosing the right software isn’t always about picking one platform over another—it’s often about how tools can work together. Portal.io and iPoint both serve this industry but focus on different stages of the workflow. Portal.io specializes in accurate, automated quoting powered by a managed product catalog, while iPoint delivers full operational management for projects, inventory, and service. Because Portal.io integrates directly with iPoint for product data and proposals, the two platforms can complement each other, creating a faster and more connected sales-to-delivery process.
About Portal.io
Portal.io is a cloud-first platform for AV, IT/MSP, and security integrators. It’s designed around a structured product catalog and automation tools that streamline proposals, approvals, and procurement, especially for sales teams or companies focused on quoting efficiency and customer-facing workflows.
Key Benefits of Portal.io:
Fast proposals: Generate polished proposals with upsell options, optional items, and built-in digital signatures. No templates to manage or training required.
Product catalog with dealer pricing: Access 2M+ structured SKUs with metadata and real-time vendor pricing. Skip the spreadsheets and catalog maintenance.
Invoicing and Payments built in: Collect deposits and progress payments directly from the proposal. Invoice with context and sync it to QuickBooks without extra steps.
Lightweight Setup: No complex deployment; ideal for small teams or sales-focused divisions.
Ideal for: Integrators focused on fast quoting, automation, and customer collaboration. Perfect for sales teams or growing firms that want to streamline the front end of their workflow without taking on heavy operational software.
About iPoint
iPoint is a business management platform designed to bring operations under one roof—from sales and inventory to project scheduling and service. It's built for integrators who need deeper controls across departments.
Key Benefits of iPoint:
Operational Oversight: Unified CRM, inventory, scheduling, and service in one system.
Inventory Management: Tracks stock levels, transfers, warehouse staging, and fulfillment.
Project & Technician Scheduling: Integrated calendars and dispatch tools for field teams.
Financial Reporting: Detailed dashboards for labor, materials, and job profitability.
Ideal for: Integration firms that need end-to-end operational control. Best suited for companies managing inventory, multiple departments, and complex installations involving coordination between sales, field teams, and accounting.
Feature Comparison Chart
Feature | Portal.io | iPoint |
Platform Type | Cloud-based | On prem or cloud hosted |
Product Catalog | 2M+ structured SKUs, live vendor pricing | Internal catalog managed by your team; integration with Portal.io |
AI Capabilities | AI-powered proposal builder | — |
CRM | Light CRM or integrated with Zoho, Salesforce | Yes |
Proposal Generation | Yes | Yes |
Change Orders | Client-facing, e-signable | Managed via internal project tools |
Scheduling & Task Mgmt | Not available | Built-in calendar and tech scheduling |
Inventory & Procurement | Procurement built in, No Inventory Management | Full material tracking and order management |
Reporting & Analytics | Not available | Deep install, sales, and financial dashboards |
Mobile Access | Native iOS app, mobile responsive | iPoint Tech Pro app for technicians |
Pricing | Starts around $29/month | Starts ~$150/month base + $60/user/month |
Conclusion
Portal.io and iPoint address different but complementary needs for technology integrators. Portal.io is purpose-built for fast, accurate quoting and proposal generation, leveraging a massive, structured product catalog and automation tools. iPoint provides an end-to-end operational suite for managing projects, scheduling, service, and inventory.
Because the two platforms integrate—allowing Portal.io’s catalog and proposals to flow directly into iPoint’s project management and operational workflows—many integrators use them together. This combination enables a smooth transition from sales to project delivery, reducing data entry, maintaining consistency, and improving efficiency across departments.
The best choice may not be “either/or.” For many firms, Portal.io plus iPoint creates a connected ecosystem that accelerates quoting while centralizing operations.