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Features
Frequently asked questions
Yes - it does not matter the industry.
We essentially can work with any CRM through the use of Zapier. You can view more details here.
Yes, we are able to easily incorporate your logo and branding colors into our templates.
This is a future that will be released in the near future!
We are working on releasing industry templates with PortalCX to make this a smooth and easy process.
Yes, when you set up your account, we ask that you input a valid credit card for billing purposes.
At this time, we only work with major credit card companies.
For the majority of setup / implementations, there is no additional charge. If you are a larger, more complex organization, there might be customizations that require a Professional Services engagement, in which case there would be an additional cost.