Grow your client base on autopilot.
Fill your calendar with smart scheduling, move leads through a visual pipeline, and connect every booking to the service catalog that powers it — all from one dashboard.
Smart scheduling with real-time availability.
Manage appointments for your whole team in one calendar. Real-time conflict detection prevents double-bookings, and public booking forms let clients self-schedule 24/7 without needing to call.
- Live conflict detection across your entire team's calendar
- Public booking forms embedded directly in your Portal-generated website
- Every new booking automatically creates or updates a CRM contact
Track every lead from enquiry to closed deal.
A visual Kanban pipeline gives your whole team a shared view of every prospect and client relationship. Activity logs, contact records, and deal values are captured automatically — so you can focus on conversations, not admin.
- Visual pipeline with configurable stages for your sales process
- Contact records auto-created when a booking or enquiry form is submitted
- Full activity history per contact — bookings, invoices, and emails in one view
Jake's Corp
$5k
NewSummit Events
$8k
NewBella Spa
$12k
Call bookedCity Gym Ltd
$18k
Quote sentAvery Hotels
$20k
ClosedServices that power bookings, quotes, and invoices.
Your product catalog is the engine connecting every part of Portal. When a client books a service, the correct price, duration, and details flow automatically into the booking, the CRM record, and any resulting invoice.
- Booking types link directly to Products so pricing is always accurate
- Completed bookings can generate invoices with a single click
- CRM contacts are enriched with every service each client has booked
Jane Doe
Mon 28 Apr · 10:00
Invoice ready
INV-20240428-A1B2
CRM updated
Contact record synced
Fill your calendar. Grow your pipeline.
Portal's growth tools are built for businesses that book appointments and nurture relationships.