Everything you need to manage Leads at scale
From first touch to closed deal, SharePortals gives your team every tool to move leads through the funnel without friction.
Automatically pull leads from web forms, email campaigns, and partner referrals into a single, unified inbox — no copy-paste required.
Smart Lead Capture
Manage Leads through the stages you define for them. Ensure required information is captured by your team.
Lead Stages
Organise emails, documents, tasks and reminders in your Lead records - all in an easy-to-understand chronological order.
Manage Correspondence
Auto-import emails into Lead records. Auto-create Opportunity records from successfully tracked Leads. Automate outbound communications as your leads move through stages
Automation
Use AI Agents to analyse your leads. 'Talk' to your CRM data from within Teams using plain English language.
AI-Ready
Track all types of interactions with your prospects, from emails, to phone calls and messages exchanged on Teams, LinkedIn etc.