CRM: leads, pipelines, email sync

ModulesCRM

Leads, companies, pipelines, tasks, and two-way email sync, built on the same records as your invoices, events, and store.

A Pro module. No per-seat pricing.

NEW · $5.2k

Harbor Dental refit

$3,400 · score 82

No task

Kemp deck repair

$1,800 · from chat

Call tomorrow 3pm

QUOTED · $9.6k

Alvarez kitchen

$7,200 · quote viewed 2x

Follow-up set

Nguyen fence

$2,400 · stale 12 days

WON · $11.9k

Reyes bathroom

Invoice paid $6,800

Advanced automatically when the invoice settled

Leads and members are one set of records

Connect to marketing and capture email conversations

Live lead scoring and task follow-up

Duplicate detection with merge

Companies auto-link by email domain

A lead already shows every payment, booking, and form answer you have

5 staff, 12 months	$1,500+ elsewhere
Here	$0 per seat
Contact data import	Included, a human

Unlimited pipelines, drag-and-drop boards

Stages advance on quote accepted, invoice paid, order placed, and booking made

Weighted forecasts per stage

Next-step reminders on every card

Stale-deal highlighting, WIP limits

Create a quote or invoice from a deal

Two-way sync with Microsoft 365 and Gmail

Only mail with known contacts is stored

Replies thread in your Sent folder

Unified inbox of replies due and tasks due

Type "Call Acme tomorrow at 3pm", and the title, date, and time are filled in

Team calendar with drag-to-reschedule

Leads from site forms, embeds, and CSV import

Round-robin owner assignment

Goals, funnels, and an owner leaderboard

Call · Acme Co

Tomorrow, 3:00 pm · reminder set

Acceptance moves the deal stage automatically.

Sales chats open deals while the visitor types.

Paid invoices advance and close deals.

Won deals and attendance drive campaigns.

	Alpha Portal	Typical CRM suites
Price per seat per month	None	Priced per seat
Pipeline advances when an invoice is paid or an order is placed	Included	Manual or paid automation
Two-way mailbox sync with privacy rules	Included	Higher tiers
Contact shows invoices, orders, events, chats	Included	Via integrations
Lead capture from site, embed, import	Included	Included
Quotes and invoices created from a deal	Included	Separate products
Setup and migration help	Included, a human	Paid onboarding

Every plan includes a real human: a named contact, same-day replies, and help getting set up. We support your users too.

First Column	Sorted Column	Last Column
Barry	1. Example	Data
Adam	2. Example	Data

A CRM that already knows your customers.

Contacts you don't have to re-enter

Pipelines that advance automatically

Email where the work happens

Tasks and capture

Works with the rest of the portal

Alpha Portal vs typical CRM products

Turn on the CRM.

A CRM that already knows your customers.

Contacts you don't have to re-enter

Pipelines that advance automatically

Email where the work happens

Tasks and capture

Works with the rest of the portal

Alpha Portal vs typical CRM products

Turn on the CRM.

PowerTables

Add new item Insert new data into the table.

Open an item View any individual row in the table.

Edit items Modify one or multiple rows in the table. Some tables edit inline in the view window instead.

Delete items Permanently remove one or multiple rows in the table.

Advanced filtering Sort and filter by column, condition, and value. Toggle between "and" / "or" filtering, and add multiple levels of sorting.

Column visibility Choose which columns to show and hide in the table.

Instant search Search for any record in the table.

Sortable columns Click on any column heading to sort by that column, ascending. Click again to sort descending. Hold SHIFT to sort by multiple columns.

Selectable rows Click a row to select it. Click again to deselect. Hold CTRL or CMD and click to select multiple individual rows, or SHIFT and click to select a range of rows. Press CTRL+A or CMD+A to select every row, including rows on other pages. Press ESC to clear your selection.

Copy all rows Copy the contents of the table to your clipboard.

Download Excel file Download an XLS file that can be opened in Excel, Google Docs, Numbers, etc.

Download PDF file Download a PDF file that can be opened with any web browser or PDF reader.

Print table Open a simple, printable view of the table.

PowerTables help Opens this help window.

Quick statistics How many rows exist, how many are visible under the current filter or search, and how many are selected.

Add new item
Insert new data into the table.

Open an item
View any individual row in the table.

Edit items
Modify one or multiple rows in the table. Some tables edit inline in the view window instead.

Delete items
Permanently remove one or multiple rows in the table.

Advanced filtering
Sort and filter by column, condition, and value. Toggle between "and" / "or" filtering, and add multiple levels of sorting.

Column visibility
Choose which columns to show and hide in the table.

Instant search
Search for any record in the table.

Sortable columns
Click on any column heading to sort by that column, ascending. Click again to sort descending. Hold `SHIFT` to sort by multiple columns.

Copy all rows
Copy the contents of the table to your clipboard.

Download Excel file
Download an XLS file that can be opened in Excel, Google Docs, Numbers, etc.

Download PDF file
Download a PDF file that can be opened with any web browser or PDF reader.

Print table
Open a simple, printable view of the table.

PowerTables help
Opens this help window.

Quick statistics
How many rows exist, how many are visible under the current filter or search, and how many are selected.