LEADS & DEALS
Your next 10 customers are already filling out your form. Stop letting them sit there.
Lead capture, pipeline, click-to-call, and the customer profile they convert into — all native to PortaPro. The CRM you don't have to buy separately.
LEAD CAPTURE
Capture without copy-pasting.
Two ways in. Both land directly in your pipeline — no Zapier, no CSV imports, no manual entry.
Drop the form on your site. Submissions create a new lead with contact, location, and service request already populated.
Hand a salesperson, a referral partner, or an event coordinator a single link. Submissions land in the same pipeline.
Inbound · No integrations · No imports
MORE THAN A CONTACT LIST
Run the cycle from first touch to signed deal.
Every lead is a working file — not a row in a spreadsheet.
Log calls, emails, meetings, and site visits against the lead.
Capture what was said. Schedule the next step. Reassign the follow-up.
Move leads through stages built for sanitation sales, not SaaS funnels.
Solo operator or a 2–5 person sales team — same shape, no extra config.
EVERY PROSPECT, ORGANIZED
The pipeline updates itself.
Every action on a lead — call, note, stage change, assignment — lands in one shared feed. No status meetings.
- System — New lead from web form · Sunrise Constructionjust now
- Mike R. — Logged call · 6 min · discovery, sent quote follow-up4 min ago
- Dana C. — Scheduled site walk · Tue 10:00 EDT12 min ago
- Sunrise Const. — Moved to Quote Sent · $4,200 deal22 min ago
- Hartley Rentals — Deal closed · converted to customer1 hr ago
- Jordan P. — Reassigned to: Marcus (sales)yesterday
ROLLING OUT NOW
Click-to-call. Every call on the record.
Powered by Twilio. Dial from the lead's profile in one click. Call duration, time, and direction log automatically to the activity feed — no swiveling between your phone and the CRM.
- Outbound calls dial from the lead's profile in one click.
- Inbound calls log to the matching lead automatically.
- Recording and transcription on the roadmap.
ONE CLICK, ONE PLATFORM
When the deal closes, nothing gets re-entered.
Generic CRMs make you copy the lead into your ops tool by hand. PortaPro doesn't — the lead becomes the customer, with the full profile already populated.
- 2 job sites · Industrial Pkwy + Riverbend Rd
- 4 × Standard Unit · 2× / week
- Deal value · $4,200
Everything carried over · Nothing re-entered
The proposal lives in two natural places — under Leads & Deals for the sales view, and under the Pipeline tab of the customer profile for the ops view. Same record, two viewers, zero copies.
THE STACK YOU'RE NOT BUYING
Generic CRM + ops tool vs. PortaPro.
What you stop paying for and stop maintaining when sales lives where ops already does.
WHAT A CUSTOMER PROFILE HOLDS
A customer profile generic CRMs can't model.
Every PortaPro customer carries the full operational picture — the things a HubSpot contact record will never know. This is what "CRM contact" means in PortaPro. There's nothing to bolt on.
Billing, dispatch, on-site, accounts payable.
Every active and past job site.
Per-site rates, billing cycles, deposits.
Service history and field reports.
Invoices, payments, balances.
Every touch logged in one stream.
The deal history that brought them in.
Full inbound issue queue, native.
FAQ
Common questions.
The native sales and pipeline module inside PortaPro. Lead capture, activity tracking, click-to-call, and conversion to a full customer profile — without leaving the platform.
Yes. Generic CRMs aren't built for sanitation, charge per seat, and require manual handoff to your ops tool. Leads & Deals is included with PortaPro and the customer profile already holds what a CRM contact record would — plus the operational reality a generic CRM never will.
Two ways. Embed the lead form on your site, or share the public link with a referral partner or salesperson. Both create a new lead directly in your pipeline — no Zapier, no CSV imports, no manual entry.
Click-to-call powered by Twilio is rolling out to the UI now; the backend integration is live today. Calls log to the lead's activity feed automatically with duration, time, and direction.
One click converts the lead into a full PortaPro customer. Contacts, sites, service requirements, notes, and history all carry over. The deal stays visible under the customer's Pipeline tab so the ops team sees the full story without losing sales context.
Both. Ownership, assignment, and pipeline views work the same way whether one person runs everything or a 2–5 person sales group splits the work.
No. Leads & Deals is included with PortaPro at no extra per-seat cost.
Get Started
Your next 10 customers are already in your inbox.
Run sanitation sales and operations from the same record. No bolt-ons, no per-seat CRM bill.
Get started in under 2 minutes.