Most small-business software treats the customer as a row in a list. ProPortalBusiness treats the customer as the centre of the system: everything you create attaches back to them automatically.
Free plan: no card required. Pro: £1 per month for 3 months, then £29 per month — cancel anytime.
Contact and address details, a sequential customer number, notes, projects and jobs, invoices and payments, uploaded files, signed contracts, marketing consent and a chronological activity history.
Press the search shortcut anywhere in the app and type a name, an invoice number or a fragment of a note. Results span customers, invoices and jobs, so you never have to remember which section a detail was filed under.
Create an invoice and it is attached to the customer. Sign a contract, complete a project, upload a file — same record, same history, no filing decisions required.
