Product Features / CRM
With Round Portal, You Can Easily Keep Track of All Your Relationships!
Keep tabs on every potential customer's interactions with your company using our CRM tool!
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What are the benefits of using a CRM ?
While it's always great to attract new customers, the key to real business growth is keeping them. Fortunately,
with Round Portal CRM, building relationships with your customers has never been easier.
I'll Show You How It Works...
Understand What Your Contacts Are Doing
Because each person on your contact list is different, with a CRM you can collect data points and use them to design a more personalized experience for that individual.
Developing stronger relationships
CRM allows you to remain in communication with your contacts, panelists, etc., throughout their time cooperating with you. The more information you have about what interests each person, the better able you will be to create trust and a relationship of mutual respect.
Communication that is Personalized
Store notes of each contact in order to track a history of your most important conversations. This is great for:
Forming relationships through personal details - (for example, "You recently went to Maui, right? How was it?")
Documenting what was communicated during a conversation - especially when multiple team members are connecting with your contacts - is essential. For example, “Jenny wants to BUY the course, but needs to wait until after the 1st of the month.” By having this knowledge readily available, you can easily follow up and close the deal.
Accountability - Use this feature to track a client's progress over time, and help them stay on target by documenting their goals, actions, obstacles, etc. (i.e. “Last week, you committed to drinking 80 ounces of water each day. How did that go?”)
Keep all your contacts in one convenient place
With our software, you can view an entire contact's journey with your company at a glance. This allows you to manage them in real-time more effectively. You'll have access to key billing details, enrollments, and orders all in one place.
Try Round Portal For Free!
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Our Loyal Customers' Opinions
Round Portal
Within four hours of signing up for
Round Portal, I had a live website that was gathering leads for me. Thanks to Round Portal, we were able to fill our gym within 30 days and open our second location on day one at full capacity.
— Neil Chén, Verified Round Portal User
Did you know that Round Portalprovides
everything you need to take your
product online, from start to finish?
Plus, Funnels That Drive Customers To Find You!
Convert your online visitors into actual paying customers
Create your web presence
exactly the way you want
Turn your knowledge, passion or experience into revenue
Manage your students or leads and turn them into fans
Create an online store to sell
your products online
Reach and engage with your audience where they are
Run A/B tests on your website, funnels or email campaigns
Create a blog that positions you an expert in your industry
Get all the data you need to
grow your business
Easy and powerful drag and
drop page editing experience
Create powerful workflows to automate your marketing
Create your product once and
sell it inside any funnel
Round Portaloffers a free trial so you can test out the benefits for yourself!
With Round Portal, Over 100,000 entrepreneurs
are able to get their products and message out worldwide with ease!
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FAQs
Do updates cost anything?
Round Portal is on the cloud, so any updates or new features we add will automatically appear in your account--and you'll get all of this for free!
Is my website secure?
We built Round Portal with security as our primary focus so you can rest assured knowing your funnels, subscribers, and members area are well-protected. With us, there's no need to anxiety about plugins that could be hacked - we keep everything updated for you.
What is the duration of your contracts?
Round Portal offers a flexible payment plan- you can use Round Portal month to month, and cancel at any time with no long term contracts or commitments!
Can I speak to somebody if I have questions?
Yes, we have a support team who can answer your questions 24/7! Just click on the "support" link at the bottom of any of our pages or go to
If I deactivate my account, will all of my data be lost?
Your data won't be accessible after you cancel your account, but don't worry- you'll have the opportunity to download CSV files of your contacts and members before taking that step.
Can I integrate my favorite autoresponders / shopping carts?
We recommend that people use Round Portal to run their company, though we understand that some of our customers have favorite tools they used in the past. Therefore, we integrate with most top service providers to make building a funnel even more enjoyable!
Will I need to download anything?
Round Portal was created for people who want to build a website without having an entire IT department! You can login and start clicking to create all the pages you need for your funnel from our members area!
Can you handle the workload?
Yes! With Round Portal being hosted on the world's biggest public cloud providers (AWS and GCP) we can autoscale in real time to meet any demand. So whether you're sending 100 visitors or 10s of millions today, we won't break a sweat!
To put it simply, who will have access to the data / content / subscribers?Can I host the pages myself?
All content on your website (including user-generated content) is completely owned by you. Round Portal does not have permission to use that content or contact your users for any reason - it's simply a tool for YOU to deliver YOUR own unique content!
Can I host wordpress the pages myself?
Yes, we're a hosted software-as-a-service platform. This allows us to ensure you always receive updates and new features, and that your funnels won't break. You can also export the HTML from any of your pages or contacts at any time...
How do I cancel?
Simply send an email to
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