The Portal
Turning endless Google Sheets and scattered data into one centralized place where the entire business can be viewed.
Customer Reviews
Get More Reviews. Get Found Online. Win More Business.
Contacts
Trust takes a long time to establish with your contacts, but only a moment to lose.
That is why it is essential to keep all business contacts in one shared, up-to-date location. The Portal ensures no one is left behind and removes the need to dig through email threads or scattered documents.
Each contact profile includes key information such as recent email conversations, meeting notes, pipeline status, other email contacts associated to them, and more. Not only is everything organized but the Portal can easily filter these contacts to make marketing easier.
Emails
Inboxes fill up quickly with meeting notes, conversations, and client referrals, making it difficult to find important details or track relationships.
The Portal simplifies this by automatically connecting email conversations to the relevant contacts. It summarizes email threads and logs them directly into each contact’s profile.
For networking introductions, the system identifies who the referrer is and who is the referral, keeping everything clearly organized and easy to track. There is no need to search through inboxes because everything is in one place.
Financials
Financials are the foundation of a business and one of the most important areas to keep organized.
The Portal tracks money coming in and going out, helping see what is working and what is not. For example, when evaluating networking investments, see where money is being spent and which efforts generate the most business.
With everything tracked in one place, smarter and more confident financial decisions can be made.
Task Organization
Keeping a to-do list in your head or in a personal notebook makes it difficult to share tasks with others within your organization.
The Portal allows you to assign tasks to specific employees based on contacts, keeping everything organized and easy to track—from when a task is created to when it is completed.
It’s an effective way to ensure that all action items from a meeting are completed before the next one. This system promotes accountability and provides clear visibility into ongoing work.
Schedule A Demo
Learn how Red Umbrella Pro can organize your business data into a system that makes sense for your business and adapts as you evolve.