One profile. Every detail. Zero guesswork.
Sites, contacts, notes, preferences, jobs, and billing—all attached to one customer record. Stop asking "can you spell that again?" and start building relationships.
"Scaling is mostly a data problem. This keeps customer complexity from turning into operational chaos."
Why Teams Use Customer Accounts & CRM
Sales, ops, and billing all work from the same record. No more "let me check on that."
One source of truth
Sites, contacts, notes, and preferences stay organized. Access codes and site rules live with the account—not in someone's memory.
Fewer mistakes
Placement instructions, timing preferences, and compliance needs are always visible. Prevent "we didn't know" problems.
Better handoffs
Sales → ops → billing all work from the same record. New team members get context instantly without asking around.
How It Works
From new customer to complete operational context
Build Profile
Create customer with contacts, billing info, and communication preferences
Add Sites
Store operational details—access codes, timing, placement instructions per location
Track Activity
Jobs, service history, and notes build automatically in a single timeline
Tie to Billing
Keep billing context attached to what's actually delivered
See Customer Profiles in Action
Watch how a complete customer record transforms every interaction
Customer Accounts & CRM Demo (2:10)
Common Workflows
Real scenarios where complete customer data makes the difference
Multi-Site Customers
Manage many locations without losing clarity. Each site has its own contacts, instructions, and service history while rolling up to one account view.
Site Instructions
Structured notes prevent "we didn't know" problems. Access codes, gate info, placement rules, and timing preferences stay attached to the location.
Account Timeline
Quickly see what happened, when, and why. Every job, invoice, payment, note, and communication in chronological order.
Your Complete Customer Profile
Everything you need to serve customers well—in one place
Customer Overview
Company, contacts, billing address, preferences, and lifetime value at a glance
All Contacts & Roles
Office manager, site contact, billing contact—know who to call for what
All Service Locations
Addresses, site notes, contact per site, and full location history
Complete Financial View
Spend, active services, invoices, payments, autopay status in one view
Communication History
Preferences, special instructions, and important notes stay attached
Timeline of Every Interaction
Calls, emails, quotes, jobs, payments, and notes in chronological order
Syncs With Your Existing Tools
Customer data flows automatically from QuickBooks, email, and your existing systems. No duplicate entry.
"Before PortaPro, customer info was all over the place. Now when a customer calls, we have their entire history instantly. Our repeat business rate went up 34% because customers feel like we actually know them."
Mike Torres
Coastal Sanitation Services
28 trucks • Phoenix, AZ
Frequently Asked Questions
Ready to know your customers better?
See how complete customer profiles transform every interaction—from first call to long-term partnership.