A unified inbox, lead tracking, marketing attribution, and analytics dashboard built for modern sales and operations teams. Capture leads from web forms, Google Lead Forms, Meta Lead Ads, and Google Sheets — all in one place.
From first visitor touch to closed revenue — CRM Portal connects every step of the customer journey.
All website emails, form submissions, and ad leads in one place — with bulk actions and status tracking.
Track performance, conversions, and team activity with live dashboards and AI-powered insights.
First-touch and last-touch attribution with full UTM, gclid, fbclid, and click-ID tracking across every visit.
Send marketing emails via Amazon SES with audience targeting, open/click tracking, and AI-assisted content.
OAuth integrations with Google Ads and Meta. Import leads, sync campaign performance, and build retargeting audiences.
GDPR and CCPA compliant consent recording across analytics, marketing, advertising, and data-sale scopes.
Two-factor auth, role-based access control, encrypted OAuth tokens, audit logs, and multi-tenant data isolation.
Collect leads from web forms, Google Lead Forms, Meta Lead Ads webhooks, and Google Sheets imports.
We are committed to transparency about what data we collect, why we collect it, and how you can control it.
Want the full details?
Read our complete privacy policy and terms of service.
Sign in to your CRM Portal account or contact us to learn more.