Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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Portal Wholesale CRMPortal Wholesale is a wholesale-focused sales platform that combines CRM functionality, order management, buyer discovery, meeting scheduling, and B2B marketplace capabilities into a unified system built specifically for fashion wholesale businesses. Created for wholesale brands, showrooms, and sales reps, Portal Wholesale replaces spreadsheets and disconnected sales tools with a centralized platform designed around seasonal selling cycles, linesheets, products, markets, and buyer relationships. The platform allows sales teams to manage prospects, accounts, contacts, deals, orders, and follow-up workflows while syncing all communication directly from Gmail through an integrated CRM extension. Portal Wholesale includes advanced scheduling tools optimized for showroom operations and trade shows, allowing brands to coordinate buyer appointments, round-robin scheduling, market calendars, and rep availability in one system. The platform also supports complete order and linesheet management with detailed visibility into seasons, products, line items, shipments, and revenue attribution across the wholesale pipeline. Integrations with Joor and NuOrder allow teams to synchronize orders and wholesale operations while maintaining pipeline visibility inside Portal Wholesale. In addition to CRM and sales management tools, Portal Wholesale operates a curated wholesale marketplace where more than 150,000 active retail buyers discover brands and source products, helping brands generate inbound leads and buyer engagement directly inside the platform. Teams can share branded linesheets, lookbooks, and assets using tracked links that provide engagement analytics and buyer activity insights within the CRM timeline. Built specifically for fashion wholesale rather than adapted from generic CRM software like Salesforce or HubSpot.
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KantataKantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform.
What is CoordinateHQ?
CoordinateHQ provides a streamlined platform designed for efficient project management and smooth collaboration via a user-friendly client portal. By consolidating various tools into one interface, it promotes alignment among teams and supports scalable growth. Your team can access all essential resources needed for effective project execution from initiation to completion, while clients are only shown the tasks that require their attention, although they can opt to view the entire project overview. This platform removes the necessity for separate systems currently used in client interactions, allowing you to monitor the status of all your projects and tasks in one unified view. Communication is structured around specific tasks, ensuring clear exchanges between your team and clients, and includes a section for broader discussions. CoordinateHQ can be customized to fit seamlessly into your existing workflow, allowing for the consistent and repeatable delivery of client projects. As your best practices evolve, CoordinateHQ is designed to adapt alongside them, promoting ongoing improvement. Additionally, you can personalize your Coordinate portal by adding your logo, color scheme, and domain name, which enhances your brand visibility. This bespoke experience not only elevates client satisfaction but also strengthens your company’s identity in every engagement, making each interaction memorable and impactful. Ultimately, CoordinateHQ empowers you to streamline operations and foster stronger client relationships through its versatile features.
What is BuildTools?
BuildTools is an AI-powered construction project management platform developed for custom home builders, residential remodeling companies, and design-build contractors. The software combines project scheduling, budgeting, job costing, document management, client collaboration, and field operations within a unified workspace. Its project dashboard provides visibility into active jobs, financial performance, upcoming milestones, approvals, team responsibilities, and construction progress. Budgeting tools track original estimates, revised budgets, committed expenses, invoices, change orders, and projected profit margins by cost code. QuickBooks integration synchronizes project financial information with accounting records to support job costing and expense management. Construction scheduling features include interactive Gantt charts, task dependencies, critical path calculations, milestone tracking, and published schedules for clients and trade partners. The platform's document management tools organize blueprints, specifications, contracts, requests for information, and other project files with version history and browser-based PDF markup. Its client portal allows homeowners to review approved schedules, access progress photos, make material selections, and electronically approve change orders. Field management capabilities include jobsite photo documentation, daily activity reports, task assignments, punch lists, and communication records associated with individual projects. BuildTools also provides bidding workflows, vendor management, compliance document tracking, lead management, and reporting tools for monitoring construction operations. Its AI assistant can draft project correspondence, change orders, scopes of work, and other administrative documents while identifying missing approvals, budget variances, and potential project risks.
Integrations Supported
Microsoft Excel
QuickBooks Online
QuickBooks Online Advanced
Xero
API Availability
Has API
API Availability
Pricing Information
$65 per month
Free Trial Offered?
Pricing Information
$499/month
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
Android
iPhone
iPad
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Online Training
On-Site Training
Training Options
Documentation Hub
Online Training
On-Site Training
Company Facts
Organization Name
CoordinateHQ
Company Location
United States
Company Website
www.coordinatehq.com
Company Facts
Organization Name
BuildTools
Company Location
United States
Company Website
www.buildtools.com
Categories and Features
Collaboration
Not specified
Project Management
Not specified
Categories and Features
Construction Change Order
Not specified
Construction Management
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Incident Reporting
Mobile Access
Offline Access
Residential
Subcontractor Management
Timesheets
Subcontractor
Not specified