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Sales Portal

The pipeline, the quotes and the follow-up in one view, against the same customers the rest of the platform knows.

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Part of CRM
CRM

What Sales Portal does

A sale is rarely one event. It is a conversation, a quote, a revision, a chase and eventually an invoice, and most businesses run those five things through four tools. Here they are stages of one record.

When the deal closes, the invoice comes off the same customer the quote was written for. No re-keying, and no second version of who they are.

  • Track opportunities from first contact to signature
  • Build and send a quote without leaving the record
  • See what is owed and what is outstanding on the same customer
Worth having when

Where this one earns its place

1

Teams quoting work rather than selling off a fixed price list

2

Businesses where the person quoting is not the person invoicing

3

Anyone whose pipeline currently lives in a spreadsheet

One shared core

It is not a separate tool

Sales Portal is part of CRM, and CRM reads and writes the same records as everything else on the platform. There is nothing to integrate, and no second copy of your customers.

  • One login, and one bill for whatever you use
  • One customer record, shared by every app that touches it
  • No connector to build, and none to maintain
  • Turn it on without migrating anything
CRM

The rest of what CRM does

These come with it. Nothing here is a separate purchase or a separate login.

HR Leave and attendance CRM Business Intranet One staff hub CRM Digital Business Cards Tap to share CRM Kore Storage Files everyone sees CRM

See every feature across the platform

FAQ

Questions about Sales Portal

Talk to someone who sets this up for a living.

No. It is part of CRM, so it comes with that app rather than being bought and logged into on its own.

CRM works on its own, and gets more useful the more of the platform you run alongside it, because they all read the same records. There is nothing to connect and nothing to migrate first.

Yes. Book a demo and we will show it running on the kind of data you actually have, rather than on a sample account.

Talk to a human

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  • Live in days, not months
  • Cancel any module anytime
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