CRM & Client Onboarding
CRM & Client Onboarding for Professional Service Firms
Portal 360 helps firms streamline onboarding, improve communication, centralise client information, and reduce manual administrative work through one connected CRM platform.
Built for Better Client Management
Managing client relationships across disconnected systems creates inefficiencies and poor onboarding experiences. Portal 360 helps firms centralise client management, onboarding, compliance, and communication into one secure workspace.
Maintain stronger client relationships while improving operational efficiency across your team.
Features
Centralise Client Management & Streamline Onboarding
01
Professional CRM
Manage leads, contacts, clients, and relationship activity from one CRM designed specifically for accounting, advisory, and professional service firms.
Portal 360 helps teams maintain organised client records while improving visibility across every stage of the client lifecycle.
02
Automated Client Onboarding
Create structured onboarding experiences with automated workflows that improve consistency and reduce repetitive admin work.
Portal 360 helps firms streamline approvals, document collection, onboarding communication, and internal processes while delivering a more professional client experience.
03
Integrated AML Compliance
Maintain compliant onboarding procedures with integrated AML capabilities built directly into the platform.
Portal 360 helps firms reduce compliance risk while simplifying client verification and onboarding workflows.
04
Complete Client Visibility
Access emails, files, notes, tasks, and communication history from one connected client workspace.
Keep your team aligned with complete visibility across every interaction, request, and client engagement.
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
Answers optimised for search and AI discovery.
What features are included in the Portal 360 CRM?
How does Portal 360 improve the onboarding process?
Where is client history stored in Portal 360?
Simplify Client Management & Onboarding
Bring together CRM, onboarding, compliance, and communication into one connected platform designed for modern professional firms.