Customer Relationship Management

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Customer Relationship Management or CRM helps your organisation with everything you need to manage existing clients and bring in new clients. With the use of a modern-day solution, like Portal CRM, you will have everything you need to improve your client’s experience.

Portal CRM provides a 360-degree sales solution, so that you can attract the right leads, engage across multiple communication platforms, close deals faster and nurture valuable relationships.

Finding quality leads can be a time consuming and difficult process, with Portal CRM this is made easier with lead generation and live chat on your website to bring in clients. With auto assignment of leads ensures your potential leads will not become stagnant enabling you to turn leads into deals.

Engage with your leads in a smart way, Portal CRM allows you to personalise your conversations by giving you key insights into your leads. With activities and conversations displayed in a timeline, you can time your follow-ups ensuring your communication is unmatched.

With total visibility on your deal’s performance, you can, at a glance, review deals that are stagnant, have no activities scheduled or are due soon making planning easier. With powerful reporting you can stay on top of your business's performance.

With these and more features available in our Customer Relationship Management system, why not contact us today for a demo or to find out more and see how Portal can take your business to the next level.

What is Customer Relationship Management (CRM)?

Customer Relationship Management (CRM) is a strategy that companies use to manage interactions with customers and potential customers. CRM helps organisations streamline processes, build customer relationships, increase sales, improve customer service and increase profitability.

Customer Relationship Management within Portal

Customer Relationship Management (CRM) within Portal provides your organisation with everything needed to improve business relationships. Effective tracking helps your organisation understand what marketing activities and campaigns are effective with your clients, making it easier for you to maximize budgets and deliver a greater return on investments (ROI).

Increase customer satisfaction and retention by having an accessible view of customer interactions, making it easier to anticipate issues and resolve complaints. Empower your sales managers with data to analyse customer relationships, track sales-related activities, assess deal viability and mobilise extra resources when needed.

What’s inside:

Contract Management

Improve your contact management with a centralized solution that records and stores all interactions with clients in an accessible easy to use solution.

Sales Management

Manage sales target and performance while reducing admin and acquiring a deeper understanding of your client’s needs.

Customer Service

Manage your clients queries regardless of the channel used from e-mails to live chats.


Improve visibility for your opportunity and leads and map out customer journeys from enquires to sales.

Device Friendly

Work anywhere, from any device while still increasing collaboration and enabling your users to get real time information and updates.

With these features and more, why not contact us today to see how Customer Relationship Management can improve your sales and customer relationship management.

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