Portal.io
The ultimate sales platform for integrators.
Portal.io is a sales and operations platform for AV, security, and IT installation professionals. It brings proposals, product data, billing, customer records, and supplier ordering into one workflow, so a job can move from quote to invoice and purchase order without switching tools.
Core modules include a proposal builder with optional items, expiry settings, change orders, and secure digital signatures; a managed product catalog with supplier pricing; invoicing and payment collection through your own processor; a CRM for contacts, job locations, proposals, and payments; and purchase orders for suppliers. Integrations cover QuickBooks Online and Desktop, D-tools SI, iPoint, ProjX360, Simply Reliable, Google Sheets, Google Contacts, and Zapier, with additional connections in beta. An iOS app is available, and Loom videos can be embedded in proposals.
Plans are named Lite, Pro, Premium, and Unlimited, each with a set number of included users and monthly allowances for new proposals, with additional active users available on paid plans. A 14-day full access trial requires no credit card. Support tiers range from live chat to priority chat, a dedicated contact, and live screenshare training; an add-on for synced deals and proposals is available.
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