Customer tracking and communications— reimagined

Informed customers are happy customers. PortalCX is an all-in-one experience platform, delivering a customizable portal to view their project progress and automated communications to give them peace of mind.


Keep everyone in the loop

PortalCX gives you and your customers a real-time view of projects in one easy-to-use app that also serves as a central hub for two-way communication, referrals, and promotions.


Build more loyal customers

Our intuitive app mirrors your progress and automates customer service tasks so you and your customers can keep track of any task, while two-way communication and email tools allow you to sync seamlessly. The best news? It all happens in one place.

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Empower stress-free communication

Poor communication causes stress and customer cancellations. Real-time project updates through PortalCX restores customer confidence and reduces churn and support costs by 20%.


Happy customers can't wait to spread the word.

PortalCX keeps  your customers up-to-date on project progress—while automatically prompting customer reviews  and referrals.

Through PortalCX, customers can track progress, get status updates, and learn about promotions. Companies can communicate and promote to their customers within PortalCX to reduce cancelations, support costs, and drive retention and referrals.


What you get with PortalCX

Project Tracking

An easy-to-use app helps customers keep track of your progress on any project in real time—providing step-by-step task information on everything from solar installation to home remodeling. And customizable dashboards help businesses track and hit the KPIs that are most important to them.

Easy Customization

Personalize your customer portals with templates you can customize to fit your brand.

Seamless Integration

We combine our API with your customer management tools and integrate with a wide variety of applications to provide a comprehensive experience for you and your customers.

All-in-One CRM

Easily and quickly update your customers with built-in automation.

Effortless Communication

Send notifications and automate customer service tasks to manage all your client communications in one CRM.

Inclusive Support Channel

Direct your customers and stakeholders to where and what they need to keep the project running smoothly.


Introducing our customers