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 personall 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