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.
No card. Free to start — 3 clients.
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.
Free includes 10 invoices a month, projects, time tracking and 2 contracts with e-sign. Pro adds unlimited use, full portal branding and accountant access.
