For agencies and professional services
Connect client relationships, pipeline, and commercial follow-through.
For organizations that sell expertise, Portupine brings client accounts, contacts, contracts, opportunities, quotes, follow-ups, activity, and sales analytics into one commercial workspace.
Outcome
One client operating picture
Account context, contacts, contracts, opportunities, follow-ups, and activity stay connected.
Visibility
See revenue movement earlier
Pipeline forecasts, win rates, stage movement, and account risk make commercial attention visible.
Operations
Move opportunities forward
Account teams can build quotes, track next actions, and preserve the full relationship history.
A real CRM.
Client accounts with a 360° workspace, typed contacts, contracts with expiry tracking, account-manager coverage, files, follow-ups, and a complete activity timeline.
AI on your accounts.
Per-client AI summaries, suggested next actions, and churn risk scores — a second pair of eyes on every account. More on private AI →
A pipeline teams can operate.
Manage opportunities on a configurable stage board, follow stage playbooks, build quotes, and review forecasts by currency.
Follow-through across every account.
Schedule next actions, work from a personal follow-up queue, log calls and notes, and keep the full commercial history visible to the account team.
Sales performance in context.
Review win rate, won-versus-lost trends, pipeline by stage, account-manager performance, and source activity without assembling a separate report.
In the product
Client detail workspace
A single client overview brings account context, activity, and commercial information into one workspace.
In the product
Cross-account sales pipeline
A deal kanban and forecast summary show pipeline movement across client accounts.
More from the product
Project register with budget progress. The project register compares budgeted capacity with logged effort across active client work.
CRM client directory. A browsable client and account directory supports quick access to commercial relationships.
CRM sales analytics. Sales analytics summarize win rate, pipeline by stage, and account-manager performance.
Client contracts with values and terms. A client's contracts view tracks commercial value, dates, and terms in context.
Quote builder opened from a pipeline deal. A quote can be prepared from an active opportunity without leaving the CRM workflow.
Scope the platform around your organization.
Discuss the systems you want to consolidate, deployment boundaries, rollout priorities, and support requirements.