Cover your customer’s bases

More customer support, less overhead—with PortalCX

How roofing companies can use PortalCX


Update your clients when you order new materials or finish building that main bedroom.


Send messages and emails on scheduling updates, new materials, or invoices.



PortalCX integrates with your CRM and other applications to help you put a roof over people's heads, faster.

Referrals and Reviews

Help your customers reward you with referrals for a job well done.

How it works



Create custom project stages that match your internal processes and workflows.



Assign stages and notifications to team members and track progress in real-time.



Keep customers informed with real-time updates on project progress and status.



Automatically collect referrals from satisfied customers.


What they say about us

I've been using this digital product for my business for months now and it's been a game-changer. The features are easy to use and have significantly improved my workflow. I can't imagine running my business without it.

Lindsey Saris
Founder at SDX

"As a freelancer, I rely on digital tools to keep me organized and productive. This digital product has exceeded my expectations with its user-friendly interface and comprehensive features. It's an essential part of my daily routine now."

Livia Gouse
Founder at SDX

"I was initially hesitant to try this digital product, but I'm so glad I did. It's been a game-changer for my productivity, and has helped me stay organized and focused on my goals. The intuitive design and efficient tools have made it possible for me to work smarter.

Craig George
Founder at SDX