The SB Portal CRM

CRM System

The SB Portal CRM is an all-in-one tool to efficiently and effectively manage new leads and customer interactions.  A missed lead is a missed opportunity.  Utilize the CRM to ensure no lead goes unanswered and no sale goes unsold.  Our software can be customized to meet your individual business needs, sales process and goals. 

CRM Benefits

Save your business both time and money with the SB Portal CRM.  Easily track a lead as it goes through your unique sales process from prospect to closed.  Seamlessly manage all of your customer interactions in one place to boost productivity.  Utilize automation to reduce administrative duties allowing your employees to focus on your customer. 

Features & Tools

Lead Management

Oversee each lead's progression through the sales process. Customize templates for email & SMS campaigns. Utilize call recording to uncover training opportunities


Accurately gauge your marketing efforts with GMB call tracking, lead source analytics and detailed reporting

Centralized Messaging

Easily manage and interact with important customer conversations from social platforms, GMB pages, webchat widgets, texts and emails in one place

Reputation Management

Request surveys and reviews from customers to track customer satisfaction and build a stellar reputation. Respond to reviews and complaints quickly to resolve any outstanding issues

Process Automation

Workflows can be customized to use triggers to automate tasks like appointment confirmations, reminders, missed call text backs, scheduling social posts and much more


Convenient options for invoicing (including text-to-pay), membership organization and calendar management

Standard CRM

$299 / month*
  • Centralized Messaging
  • Reputation Management
  • GMB Call Tracking
  • Missed Call Text Back
  • Text-To-Pay
  • Basic Reporting
  • Mobile App
  • Webchat Widget
  • 2 Users

Premium CRM

$599 / month*
  • Everything in Standard +
  • Team Calendar
  • Invoicing
  • Email & SMS Templates
  • Advanced Workflows
  • Process Automation
  • Advanced Reporting
  • Social Planner
  • 5 Users

Custom CRM

Let's Talk
  • Everything in Premium +
  • User Calendars
  • Email Marketing
  • Surveys
  • Custom Workflows
  • Custom Automation
  • Custom Reporting
  • Yext Premium ($76/mo value)
  • Unlimited Users
*Yearly discounts available

Ready For A Better Way To Manage Leads?

Get your free consultation today.