Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

NinjaPipe is a cutting-edge CRM and sales automation platform that leverages AI technology to streamline and enhance business growth by providing a consolidated workspace for managing leads, clients, communications, deals, tasks, and customized client portals. It integrates features such as automated pipeline management, deal tracking, and contact organization to highlight the next steps in the sales journey, all while minimizing the need for manual coordination; users can easily exchange documents, messages, deals, and tasks with clients via personalized portals, automate follow-up communications, and ensure that all interactions are linked to specific opportunities. This platform prioritizes ease of use and transparency, featuring inbox-style layouts, real-time activity streams, and integrated support ticketing to enable teams to respond promptly, preserve context, and reduce barriers between sales, operations, and customer success. Additionally, NinjaPipe incorporates growth-centric automation, action triggers, intelligent reminders, and customizable workflow rules to maintain engagement with prospects, ultimately fostering a more efficient sales process. With these robust functionalities, businesses can not only enhance their operational efficiency but also drive better performance and higher conversion rates.

Description

Portal 360 serves as a comprehensive practice management solution tailored specifically for accounting firms in Australia. This platform integrates various functions such as client communication, document organization, task management, billing, and reporting within a single secure environment. Clients benefit from the ability to upload their documents, monitor job status, access invoices, and engage in communication through a unified branded portal. Furthermore, all communications, messages, files, and activities are systematically categorized by client, enhancing both visibility and operational efficiency. The system is designed to accommodate intricate client structures, diverse billing options, and value-based pricing strategies. Additionally, with its dedicated mobile application, robust security measures, and adaptable workflows, Portal 360 empowers accounting firms to optimize their processes and provide a contemporary experience for their clients. This modern approach not only improves productivity but also fosters stronger client relationships.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Asana Yes 
Dropbox Yes 
Figma Yes 
GPT-4o Yes 
Gmail No 
Google Drive Yes 
Mailchimp Yes 
Microsoft 365 No 
OpenAI Yes 
Pabbly Connect Yes 
SendGrid Yes 
Shopify Yes 
Slack Yes 
Spotify Yes 
Stripe Yes 
Trustpilot Yes 
Twilio Yes 
Visual Studio Code Yes 
Zapier Yes 
Zoom Yes 

Integrations

Asana No 
Dropbox No 
Figma No 
GPT-4o No 
Gmail Yes 
Google Drive No 
Mailchimp No 
Microsoft 365 Yes 
OpenAI No 
Pabbly Connect No 
SendGrid No 
Shopify No 
Slack No 
Spotify No 
Stripe No 
Trustpilot No 
Twilio No 
Visual Studio Code No 
Zapier No 
Zoom No 

Pricing Details

$49 per month
Free Trial No 
Free Version Yes 

Pricing Details

$1/per month
Portal 360 offers four flexible pricing plans to suit practices of all sizes, with the most popular option being the Starter Plan. Plans start from just $1/user/month for the Discovery Plan, while the Starter Plan is $29/user/month, Professional Plan $49/user/month, and Advanced Plan $99/user/month, all billed monthly. Each plan is designed to help streamline workflows, improve client experience, and scale your practice efficiently.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

NinjaPipe

Founded

2022

Country

Australia

Website

ninjapipe.com

Vendor Details

Company Name

Portal 360

Country

Australia

Website

portal360.app/

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

Accounting Practice Management

Approval Workflow Yes 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal Yes 
Document Management Yes 
Due Date Tracking Yes 
For CPA Firms No 
Project Management Yes 
Staff Management Yes 
Time Tracking Yes 

Alternatives

PipeCycle Reviews

PipeCycle

CustomerSquare.com

Alternatives

PipeLime Reviews

PipeLime

PipeLime.ai
System Ninja Reviews

System Ninja

SingularLabs