PortaPro
PortaPro
Pricing
Sign In

Product Updates

Stay up to date with the latest PortaPro features and improvements.

QuickBooks Online Real-Time Sync

Q1 2026

Building on our existing QuickBooks Desktop IIF export capability, this enhancement delivers seamless, bidirectional sync with QuickBooks Online. Financial data flows automatically between systems without manual intervention.

Key Benefits

Real-Time Synchronization

Customer records, invoices, and payments sync instantly between platforms

Reduced Data Entry

Eliminate duplicate entry and manual reconciliation tasks

Enhanced Accuracy

Minimize errors from manual transfers and ensure financial data consistency

Improved Cash Flow Visibility

Access up-to-the-minute financial information for better business decisions

Technical Details

The integration leverages QuickBooks Online's API to maintain continuous data connection. When you create an invoice, update a customer record, or receive a payment, changes synchronize automatically within seconds.

Migration Note: For existing QuickBooks Desktop users, we'll continue supporting IIF file exports while providing guided transition tools for those ready to move to the cloud-based solution.

PortaPro CRM - Lightweight Lead Management

Q2 2026

PortaPro CRM extends your existing customer management capabilities with dedicated lead tracking and qualification tools. This lightweight system focuses on converting prospects into customers without the complexity of enterprise CRM platforms.

PortaPro CRM Lead Tracking Dashboard

PortaPro CRM Lead Tracking Dashboard - Visual pipeline with quick-add capability

Core Functionality

Lead Tracking Dashboard

  • Visual pipeline showing leads at each stage (New, Contacted, Quoted, Won, Lost)
  • Quick-add capability from phone calls, web forms, or referrals
  • Priority flagging and next-action reminders

Enhanced Notes System

  • Lead-Specific Note Templates for common scenarios
  • Activity Timeline with chronological view of all interactions
  • Tag-Based Organization with lead-specific tags like 'Hot Lead,' 'Quoted,' 'Waiting on Decision'

Integrated Communication

  • Email and SMS tracking directly within lead records
  • Communication history automatically linked to customer timeline
  • Click-to-call functionality with automatic activity logging

Quote & Estimate Management

  • Create service estimates directly from lead records
  • Track quote status and follow-up dates
  • Convert accepted quotes to active customers with one click

Conversion Analytics

  • Lead source tracking (referral, web, phone, trade show)
  • Conversion rate by source and sales rep
  • Average time-to-close metrics and win/loss reason tracking

Design Philosophy

PortaPro CRM complements rather than replaces your existing customer management tools. The 'Customer Notes' section you're already using forms the foundation—we're simply adding pre-customer stages to help you manage leads before they become active accounts.

Getting Started

Both features will roll out with comprehensive training materials, video tutorials, and dedicated onboarding support. Existing customers will receive early access for testing and feedback.