Everything in the entry tier, plus what changes when it is a team rather than one person. Once four or more people are working leads, three questions start costing money: who owns this enquiry, whose pipeline is that job in, and how is the team actually doing this month.
You get support tickets, invoicing and payments, multiple users with roles, and a reporting dashboard, on top of everything in the tier below. Roles are the part people underestimate: controlling who can see and change what is how you avoid the accidental deletion and the awkward conversation about who had access to which records.
The reporting runs from live data rather than being assembled by somebody at the end of the month, which is the difference between knowing where you are now and finding out three weeks late. It takes two to three weeks to set up, because there is more to scope: users, ownership rules, and what the reports need to show.
You have a team, roughly four people or more, working enquiries between them, and things fall down the gaps: two people ring the same customer, or nobody does. You are invoicing from somewhere else and reconciling it by hand. You want this month's numbers on a screen rather than rebuilt from three spreadsheets whenever somebody asks.
With two or three people and no ownership problem, the Portal Starter covers clients, quotes, projects and documents for less, and this tier earns its price at four or more. If what you need is the messaging and follow-up happening by themselves, that is the Portal + AI. If your requirements do not fit a configured system at all, that is the Bespoke System Build.
We charge for work, and that is all. Your ad spend, your software subscriptions and anything else bought on your behalf go on your own accounts at cost, with nothing added by us.
Our prices are published and they are the same for everyone.
Read how we work and how we make money →Straight answer, no obligation. Tell us what you need and we will tell you what it takes.