CRM

Use Portfol to manage all your contacts - client you are working with or other contacts you may have.

With Portfol’s virtual address book feature you can create “Rolodex” type cards for every person you contact – whether client contacts, general business relationships (i.e. bankers, lawyers, brokers, etc.) or your own personal address book of frequent contacts.

Portfol can compose e-mails, generate labels or mail merges, and even integrate with Outlook™!

  • Record all general information about a company at the client level
  • Handle multiple contacts at a company, with individual data recorded for each
  • Unlimited mailing lists
  • Built-in e-mail tools
     

Portfol CRM Gallery

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