CRM in Portal360
Manage Leads, Clients & Relationships in One Place
Overview
Portal360 CRM is designed to help accounting firms and professional service businesses manage the complete client lifecycle—from capturing new leads to maintaining long-term client relationships.
The platform centralizes leads, clients, legal entities, contacts, and services into one secure workspace, enabling teams to improve collaboration, automate processes, and deliver better client experiences.
With customizable dashboards, real-time insights, and seamless integrations, Portal360 CRM gives firms complete visibility into their pipeline, client relationships, and business performance.
Key Features
Lead Management
Create, track, and manage leads through customizable sales stages, including New, Contacted, Qualified, Proposal, Negotiation, Closed – Won, and Closed – Lost.
Services & Engagements
Assign services and engagement packages directly to clients, helping teams manage ongoing work, monitor delivery, and strengthen client relationships.
Business Integrations
Connect CRM with Xero, MYOB, QuickBooks, ABN Lookup, Email Centre, VerifiMe, and Task Management for seamless data synchronization.
Security & Permissions
Protect sensitive CRM information using role-based permissions, audit logs, and secure USER and ADMIN access controls.
Clients, Entities & Contacts
Manage clients, legal entities (Companies, Trusts, Partnerships, SMSFs, Sole Traders, and Individuals), and associated contacts from a centralized CRM.
Import, Export & Onboarding
Quickly migrate existing data using CSV imports and exports while simplifying client onboarding through invitation forms and entity onboarding workflows.
Dashboard & Insights
Monitor lead pipelines, client growth, entity statistics, billing summaries, compliance status, and customizable business reports from a single dashboard.
Complete Relationship Management
Manage every stage of the client journey—from lead generation and onboarding to service delivery and long-term relationship management.
Benefits
Centralized Client Management
Manage all leads, clients, entities, contacts, and services from one secure platform.
Improved Team Productivity
Reduce manual administration and streamline workflows with automated processes and centralized information.
Better Client Relationships
Maintain complete communication history and client records for improved customer experiences.
Business Insights
Gain real-time visibility into pipeline performance, client activity, compliance, and business growth.
Secure Collaboration
Work confidently with role-based permissions, audit logs, and enterprise-grade security.
How It Works
CRM Statistics
Manage the Entire Client Journey
Lead
Capture and qualify new business opportunities.
Client
Convert qualified leads into active clients.
Entities & Contacts
Manage legal entities and associated contacts.
Services & Engagements
Deliver ongoing services and maintain strong client relationships.
Mobile access
Work anytime, anywhere
Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals.
Frequently Asked Questions
Everything you need to know about Portal 360.
What can I manage with Portal360 CRM?
Can I convert leads into clients?
Does Portal360 CRM integrate with accounting software?
Is client information secure in Portal360 CRM?
Can I import my existing client and contact data?
Ready to Transform Your Client Relationships?
Discover how Portal360 CRM helps firms manage leads, clients, services, and business relationships more efficiently from one centralized platform.