Everything Portal is a CRM and business portal built around one idea: your apps should connect directly, without a middleman. Most small businesses pay for a CRM and then pay again for Zapier-style middleware to move data between their email, website and other software, with per-task fees, delays and steps that quietly fail. Everything Portal connects straight to Microsoft 365 and Outlook, Gmail and Google Workspace, website forms and your own software through signed webhooks and a REST API. Every webhook delivery is logged and retried automatically, and custom direct connections are built for other systems, such as EHR and accounting software.
Once the data is in, the same portal runs the rest of the business. Contacts and companies keep every person's history, notes, tags and custom fields on one page. A shared inbox threads email by customer and sends from your own domain. Sales pipelines, booking pages on your own web address, tasks and automations handle the day-to-day follow-up, so nobody has to remember the next step. Invoices show when they are opened, viewed and paid, with partial payments and reminders. Documents can be signed from any phone, with a certificate of who signed, when and from where.
Teams see how they are doing through dashboards, reports, monthly goals and website analytics that link each new lead to the visit it came from. Team chat keeps conversations next to the work, and an AI assistant answers questions from the business's own records and drafts tasks and emails to confirm.
Each portal speaks the business's language. Nine industries have a ready-made setup, including medical and wellness, legal, home services and real estate, and a setup can be built for any other industry, with its own names for people and work, pipeline stages and fields.
Agencies can run every client from one login under their own brand: their app name and logo in the app and on emails, booking, invoice and signing pages, and their own web address for the login page.
Every plan includes every feature, with no add-ons and no per-feature or per-task fees.
