PortaPro
PortaPro
Pricing
Sign In
Marketing Tools

Stay in front of your customers—without another marketing platform

Built-in campaign and customer communication system lets you send targeted email and SMS campaigns connected to your customers, segments, and job history. No separate marketing platform. No spreadsheet exports. Just relevant messages to the right people.

"Marketing is better when it's operationally aware—grounded in customer history, not guesswork."

Campaign Dashboard

Last 30 days
847
Emails Sent
42%
Open Rate
Spring Promotion
156 recipients
Event Reminder
89 recipients
Follow-up
234 recipients
AI Generated
124 campaigns

The Scattered Outreach Problem

You want to send a spring promotion to your construction customers. First, export your customer list to Excel. Filter out the event customers. Mail-merge into an email template. Copy-paste into Mailchimp. Upload the list. Format the email. Send it.

Two weeks later, a customer calls asking about the promotion. You have no idea if they received it. Mailchimp says it was opened, but that doesn't sync back to your system. You have no record in your customer profile that they were sent this campaign.

Your customer data lives in PortaPro. Your marketing lives somewhere else. And the two never talk.

How It Works

From segment to send in four connected steps

Step 1

Segment

Filter customers by service type, location, season, or activity level

Step 2

Build

Create campaign templates that match your brand voice with AI assistance

Step 3

Send

Deliver targeted outreach with consistency and schedule for peak times

Step 4

Measure

Track opens, clicks, and conversions to see what actually worked

See It In Action

Watch how teams build and send targeted campaigns in minutes

Watch: Creating & Sending Campaigns

2:30 demo video

0:00 - Segment Builder0:45 - AI Content1:30 - Schedule & Send2:00 - Analytics
Smart Segments

Target the Right Customers with Dynamic Rules

Build unlimited custom segments using any combination of customer data. Rules update automatically as customer behavior changes—no manual list building required.

Example Segments

New Customers
Registration Date within last 90 days
Frequent Users
Total Delivery Jobs greater than 10
Lapsed Accounts
Last Job Date more than 90 days ago
High-Value Event
Customer Type = Event AND Total Spent > $5,000

Mix and match rules—segments automatically stay up to date as customer data changes.

Create Segment

Enter segment name
Describe this segment
Customer Type
Equals
bars_restaurants
AND
Last Job Date
Before
mm/dd/yyyy
OR
Select filter
Available Fields
Customer TypeHas EmailHas PhoneRegistration DateLast Job DateTotal Delivery JobsTotal Spent
AI-Powered

Professional Copy. Zero Writer's Block.

Don't know what to write? AI Assistant generates professional email and SMS content based on tone and type you choose. No more staring at a blank screen.

  • Choose tone: Professional, Friendly, Urgent, Casual
  • Select email type: Promotion, Reminder, Follow-up, Announcement
  • AI generates subject line and body instantly
  • Edit, refine, or use as-is

AI Content Generator

ProfessionalFriendlyUrgent
PromotionReminderFollow-up

Generated Subject:

"Spring is Here! Book Your Portable Restroom Services Today"

Why Teams Use This

Marketing that's connected to your operations, not bolted on

Stay Top-of-Mind

Seasonal business needs consistent, targeted re-engagement. Automatic reminders keep you in front of customers when they're ready to book again.

Segment Intelligently

Message the right customers with the right offer at the right time. No more generic blasts to your entire list.

Turn History into Revenue

Past service data becomes a growth lever. See who's due for a follow-up and which segments respond best.

GS

Gulf States Sanitation

Houston, TX • 85 units • Using PortaPro since 2023

"We used to spend half a day building campaign lists in Excel. Now I can segment by customer type, generate the email with AI, and send it in 15 minutes. Our spring campaign got a 38% open rate and booked 12 new jobs."
38%
Open rate
15 min
Campaign creation
12
Jobs booked

Common Workflows

Real campaigns teams run every month

Seasonal Ramp Campaigns

Construction season, festivals, summer events. Target customers who booked last year with early-bird pricing.

3x booking rate vs. generic email

Win-Back Outreach

Re-engage lapsed customers with structured offers. Segment by 60, 90, 120 days since last job.

18% average reactivation rate

Upsell Prompts

Add extra servicing, handwash stations, or premium trailers. Target based on job history and customer type.

$2,400 avg. additional revenue/month

Frequently Asked Questions

Ready to market smarter?

See how PortaPro integrates seamlessly with your operations to drive customer engagement and revenue.

Sign Up Now