# Portal

> Publicly sourced profile assembled by Optimly, in the Optimly AI Brand Index. Last refreshed 2026-10-04.

- **Business Profile:** https://optimly.ai/brand/portal
- **Dataset:** https://optimly.ai/brand/portal.json
- **Markdown:** https://optimly.ai/brand/portal/llms.txt
- **Official website:** https://portal.io
- **Slug:** portal
- **Categories:** sales-crm

## Overview

- **Tagline:** Purpose-built platform for technical industries (AV, Security, IT) featuring a comprehensive, pre-maintained database of over 1.7 million industry products, enabling rapid proposal creation, integrated payment collection, streamlined ordering, and seamless QuickBooks synchronization, supported by a money-back guarantee and live chat.
Source: Brand's website (https://portal.io) · 2026-10-04

- **Description:** Portal is a sales platform designed for AV, Security & IT professionals, streamlining the proposal process, managing industry-specific product data, facilitating billing, providing a simple CRM, and simplifying purchase order generation.
Source: Brand's website (https://portal.io) · 2026-10-04

## Offerings

- **Core capabilities:**
  - Proposal tool with pre-loaded product data
  - product catalog management
  - billing and payment processing
  - CRM
  - purchase order generation
  - and QuickBooks integration.
Source: Brand's website (https://portal.io) · 2026-10-04

- **Pricing:** Subscription-based with a 14-day free trial.
Source: Brand's website (https://portal.io) · 2026-10-04

## Audience

- **Target industry:** AV (Audio-Video) professionals, Security professionals, IT & MSPs (Managed Service Providers), and installation professionals.
Source: Brand's website (https://portal.io) · 2026-10-04

Page last updated 2026-10-04.