Portal
Proposal and CRM platform for AV, security, and IT integrators — create professional proposals in minutes.
| What is it | Proposal and CRM platform for AV, security, and IT integrators — create professional proposals in minutes. |
|---|---|
| Pricing | Paid — from $29/mo |
| Free tier | No |
| Platform | Web Application |
| Works with | Zapier |
| Best for | creating professional proposals for audio-video installations, managing customer relationships and job history |
| Domain registered | 2010 |
Data updated Aug. 1, 2026
What does Portal do?
Portal is a sales platform built specifically for AV, security, and IT integrators. It replaces the manual process of creating proposals, managing customer data, and handling billing with a single web-based tool. Instead of juggling spreadsheets, email threads, and separate invoicing systems, you get one place to build professional proposals, track clients, and get paid faster. The platform comes pre-loaded with product data from major brands like Sony, Samsung, and Crestron, so you don't have to enter specs or pricing manually.
Portal's key features include a proposal builder with Good-Better-Best options to help upsell, automatic invoice generation when a client accepts, and a simple CRM that stores contact details, job locations, and payment history. You can also convert a won proposal into a purchase order with one click and push line-itemed proposals into QuickBooks. The platform integrates with payment processors like Stripe, Square, and QuickBooks Payments, and offers live chat support included on all plans.
This tool is designed for professionals who sell and install complex technical systems — audio-video dealers, security integrators, and IT managed service providers. It's most useful for small to mid-sized installation companies that want to reduce the time spent on administrative tasks and present a polished, consistent proposal to clients. Portal does not use AI; it's a straightforward SaaS application focused on streamlining the sales workflow for technical integrators.
Key features
What makes it stand outWho is Portal for?
Who benefits most from this toolPricing
Lite
- 1 Users Included
- Unlimited New Orders /mth
- Unlimited New Invoices /mth
- 10 New Proposals /mth
- $9/mth Additional Active Users
- Unlimited Live Screenshare Training
- User Permissions
- Advanced Notifications
- Create Proposals
- New Proposals /mth
- Client Open Notifications
- Optional Items
- Proposal Expiry
- Change Orders
- QuickBooks Integration
- Client View Mode
- Videos by Loom
- Auto Attach Labor & Accessories
- Product Data for 5M+ Items
- Managed Supplier Pricing
- Company Approved Catalog
- Client/Contact Management
- Invoices & Payment Requests
- New Invoices /mth
- Recurring Invoices
- Create Supplier Orders
- New Orders /mth
- App Access
- QuickBooks Online
- QuickBooks Desktop
- D-tools SI
- iPoint
- ProjX360
- Simply Reliable
- SalesForce
- HubSpot
- Zapier
- Live Chat Support
- Priority Chat Support
- Dedicated Portal Pal
- Live Screenshare Training
Pro
- 2 Users Included
- Unlimited New Orders /mth
- Unlimited New Invoices /mth
- Unlimited New Proposals /mth
- $19/mth Additional Active Users
- 2 hrs. Live Screenshare Training
- User Permissions
- Advanced Notifications
- Create Proposals
- New Proposals /mth
- Client Open Notifications
- Optional Items
- Proposal Expiry
- Change Orders
- QuickBooks Integration
- Client View Mode
- Videos by Loom
- Auto Attach Labor & Accessories
- Product Data for 5M+ Items
- Managed Supplier Pricing
- Company Approved Catalog
- Client/Contact Management
- Invoices & Payment Requests
- New Invoices /mth
- Recurring Invoices
- Create Supplier Orders
- New Orders /mth
- App Access
- QuickBooks Online
- QuickBooks Desktop
- D-tools SI
- iPoint
- ProjX360
- Simply Reliable
- SalesForce
- HubSpot
- Zapier
- Live Chat Support
- Priority Chat Support
- Dedicated Portal Pal
- Live Screenshare Training
Premium
- 5 Users Included
- Unlimited New Orders /mth
- Unlimited New Invoices /mth
- Unlimited New Proposals /mth
- $29/mth Additional Active Users
- Unlimited Live Screenshare Training
- User Permissions
- Advanced Notifications
- Create Proposals
- New Proposals /mth
- Client Open Notifications
- Optional Items
- Proposal Expiry
- Change Orders
- QuickBooks Integration
- Client View Mode
- Videos by Loom
- Auto Attach Labor & Accessories
- Product Data for 5M+ Items
- Managed Supplier Pricing
- Company Approved Catalog
- Client/Contact Management
- Invoices & Payment Requests
- New Invoices /mth
- Recurring Invoices
- Create Supplier Orders
- New Orders /mth
- App Access
- QuickBooks Online
- QuickBooks Desktop
- D-tools SI
- iPoint
- ProjX360
- Simply Reliable
- SalesForce
- HubSpot
- Zapier
- Live Chat Support
- Priority Chat Support
- Dedicated Portal Pal
- Live Screenshare Training
Unlimited
- Unlimited Users Included
- Unlimited New Orders /mth
- Unlimited New Invoices /mth
- Unlimited New Proposals /mth
- $0 Additional Active Users
- Unlimited Live Screenshare Training
- User Permissions
- Advanced Notifications
- Create Proposals
- New Proposals /mth
- Client Open Notifications
- Optional Items
- Proposal Expiry
- Change Orders
- QuickBooks Integration
- Client View Mode
- Videos by Loom
- Auto Attach Labor & Accessories
- Product Data for 5M+ Items
- Managed Supplier Pricing
- Company Approved Catalog
- Client/Contact Management
- Invoices & Payment Requests
- New Invoices /mth
- Recurring Invoices
- Create Supplier Orders
- New Orders /mth
- App Access
- QuickBooks Online
- QuickBooks Desktop
- D-tools SI
- iPoint
- ProjX360
- Simply Reliable
- SalesForce
- HubSpot
- Zapier
- Live Chat Support
- Priority Chat Support
- Dedicated Portal Pal
- Live Screenshare Training
Trust & presence
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