Customer Portfolios

Customer Portfolios delivers Total Customer Monetization, a powerful combination of a hosted technology solution. The job it does: keeping every contact, deal and follow-up in one place so nothing slips.

The natural audience is sales teams and founders who are tired of spreadsheets. Related areas on their profile: CRM and Marketing. They are a small team, 11 to 50 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

Customer Portfolios is based in Boston, Massachusetts. You can read more at customerportfolios.com.

Our checklist for this category: pipeline stages, email sync, mobile app, and what reporting costs extra. Get the renewal terms in writing before the first invoice.

If you have worked with Customer Portfolios, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.