CUSTOMER ACCOUNTS & CRM
Every customer. Every site. Every conversation. In one place.
Full customer profiles with job history, contacts, sites, notes, and billing all connected. Import from ServiceCore or any spreadsheet in one afternoon. Your history doesn't start over when you switch.
CUSTOMER ACTIVITY ALWAYS UP TO DATE
Every customer, organized
Every update below means faster service, fewer mistakes, and stronger relationships.
Mike R.
just nowjust now Billing contact updated new accounts payable email saved
Sunrise Const.
4 min ago2 min ago Marked high-priority 3 active job sites this week
Unified records
All customer data, sites, and history in one place
Clean data
Duplicates and errors flagged automatically
Full visibility
See jobs, invoices, and activity per account at a glance
No re-entry
Customer information flows across the entire system automatically
Product Demo
Watch the AI Import in Action
See how years of customer data moves in minutes. No consultant needed.
See It In Action
See how the importer handles your existing customer data
Legacy vs PortaPro
Legacy Software vs. PortaPro
See exactly where the old way costs you time and customer relationships
Weeks of manual entry or a $2K consultant
Imported in one afternoon mapped automatically
Name and phone in a spreadsheet
Full profile with sites, contacts, history, billing
Driver's memory or a sticky note
Permanent record visible to everyone
Scattered across emails and old invoices
Complete timeline on one screen
How Customer Context Stays Connected
From first account to complete operational history four steps
Build Profile
Create the customer record with contacts, billing info, and preferences. Everything stored in one place from day one.
Add Sites
Store access codes, gate instructions, timing rules, and placement notes per location visible to every driver before they arrive.
Track Activity
Every job, payment, and note attaches to the customer automatically no manual logging, no missing context.
Tie to Billing
Financial history stays linked to what was actually delivered open balances, payment records, and invoice history all in one view.
Operational Impact
What your team manages in one place
Get Started
Your customer history shouldn't stay trapped in old software.
Import your full account history in one afternoon. Every site, every note, every job right where your team needs it.
Get started in under 2 minutes.