PortalCX

PortalCX

PortalCX, Inc.
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About

Generate professional and customized invoices in just a few steps. No matter the country, the currency or the language of your clients; we handle it all. Have a complete view of your projects. Track your hours by using the live tracker or filling your weekly timesheets. Achieve the great time management and productivity control your company needs. Have the total overview of your business. Monitor your projects’ progress, employees’ tasks and clients' transactions. Fast and simple tracking of your company’s expenses. Supplier invoices, recurring expenses, bill payments - all at once. Expense highlight: tie expenses to your projects for optimal financial overview of your ventures. Build a strong relationship with your clients and impress them with their own, dedicated area. Using the client portal they can pay invoices online,monitor your projects as well as review their complete transaction history.

About

Informed customers are happy customers. PortalCX is an all-in-one experience platform, delivering a customizable portal to view their project progress and automated communications to give them peace of mind. PortalCX gives you and your customers a real-time view of projects in one easy-to-use app that also serves as a central hub for two-way communication, referrals, and promotions. Our intuitive app mirrors your progress and automates customer service tasks so you and your customers can keep track of any task, while two-way communication and email tools allow you to sync seamlessly. The best news? It all happens in one place. Poor communication causes stress and customer cancellations. Real-time project updates through PortalCX restores customer confidence and reduces churn and support costs by 20%. PortalCX keeps your customers up-to-date on project progress—while automatically prompting customer reviews and referrals.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

All-inclusive business software for project-driven teams

Audience

Companies looking for a platform that mirrors internal process to a customer-friendly app

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$7 per month
Free Version
Free Trial

Pricing

$79 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Elorus
Founded: 2014
Greece
www.elorus.com

Company Information

PortalCX, Inc.
Founded: 2021
United States
www.portalcx.com

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Categories

Categories

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Time Tracking Features

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Time and Expense Features

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Integrations

Asana
Trello
2Checkout
Braintree
Gmail
Google Contacts
Google Sheets
Jira
JobNimbus
Pabbly Connect
PayPal
PayPal Checkout
Pipedrive
Podio
Quickbase
Razorpay
Slack
StarfishETL
Stripe
Zapier

Integrations

Asana
Trello
2Checkout
Braintree
Gmail
Google Contacts
Google Sheets
Jira
JobNimbus
Pabbly Connect
PayPal
PayPal Checkout
Pipedrive
Podio
Quickbase
Razorpay
Slack
StarfishETL
Stripe
Zapier
Claim Elorus and update features and information
Claim Elorus and update features and information
Claim PortalCX and update features and information
Claim PortalCX and update features and information