Who we are
Open the door to happier customers.
Give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.
ABOUT PORTAL
Set your process free.
Portal is a single-source-of-truth for your customers. Portal empowers your customers with a direct view of the progress, status, and communication around their projects. Integrate once with your CRM and the rest is taken care of. Portal cares for your customers while you worry about everything else.
PROBLEM
Are uninformed customers costing you money?
Lack of transparency and poor communication with customers leads to more cancelations, higher turnover, and increased support costs. Stop wasting time and resources on providing manual support and updates. It’s time to automate your customer engagement.
SOLUTIONS
Informed customers complete projects.
Portal mirrors your internal process to a customer-friendly app—keeping your customers up-to-date on project progress—while automatically prompting customer reviews and referrals.
Through Portal customers can track progress, get status updates, and learn about promotions. Companies can communicate and promote to their customers within Portal to reduce cancelations, support costs, and drive retention and referrals.
SOLUTIONS
Portal Solutions
Customers Progress
Tracking
Tracking
Automated Welcome & Loss Prevention Campaigns
Text & Email
Notifications
Notifications
Automated Referral
& Review Collection
& Review Collection
Responsive Web App
Seamless API for
CRM Integration
CRM Integration
Industry Best Practice
Portal Templates
Portal Templates
A bit about us.
We're a group of sellers, developers, and technologists that are passionate about giving project-based businesses the tools they need to create advocates and grow business—while reducing support costs and customer churn.
The Portal team comes from some of the most innovative companies including Adobe, Domo, The Trade Desk, and Vivint. Our happiest moments come when we're creating advocates for the business we serve.