Your leads, reviews, and automations. One place.
Soar Portal is the CRM that connects your visibility infrastructure to your lead management. When your SEO brings someone to your site, Soar Portal makes sure they don't fall through the cracks.
Included in: Soar Pro only See pricing
The system that turns visibility into customers.
Search Soar builds your visibility. Soar Portal captures what that visibility produces.
Getting to page one is valuable. Getting to page one and having a system that consistently follows up with every lead that comes in is how small businesses actually grow.
Soar Portal is the CRM layer that completes the stack: pipeline management, automated follow-up sequences, calendar booking, and review management all connected to the same platform tracking your rankings.
How Soar Portal CRM works.
From first contact to closed customer, automated.
Leads enter your pipeline automatically.
Web forms, inbound calls, SMS conversations, and manual additions all flow into your Soar Portal pipeline. Every lead is tracked with contact history, source, and stage from first touch.
Automation handles the follow-up.
Sequences, reminders, and workflows trigger automatically based on lead behavior and pipeline stage. You set the rules once. The system follows up so you don't have to remember to.
Reviews and reputation run in the background.
Review request sequences go out automatically after service delivery. Responses to incoming reviews get drafted by AI and queued for your approval. Your reputation manages itself.
What Soar Portal CRM includes.
Pipeline management
Custom deal stages, contact records, activity history, and task management. See every lead, where it is in your process, and what needs to happen next.
SMS and email automation
Automated follow-up sequences via SMS and email. Set triggers based on pipeline stage, time elapsed, or contact behavior. Leads get followed up with consistently without manual effort.
Calendar integration
Booking pages, appointment scheduling, and calendar sync built into the platform. Leads can book directly from your website without going to a third-party tool.
Review management
Automated review request sequences sent after service delivery. AI-drafted review response queue. Track review velocity and reputation health from the same dashboard as your SEO.
Visibility without a system to capture leads is a leaky bucket.
Here is the problem that Soar Portal solves and why it belongs in the same platform as your SEO tools.
The gap between ranking and revenue
Your SEO brings someone to your site. They fill out a form. That lead goes into an inbox, maybe gets followed up with once, and then disappears. Most small businesses lose 40 to 60 percent of their inbound leads to follow-up failure, not because the leads were bad, but because the process broke down. Soar Portal closes that gap with automated sequences that follow up consistently whether you remember to or not.
Reviews as a ranking signal
Review velocity is a local ranking signal. Businesses that consistently earn new reviews outrank businesses with older review profiles even when the older reviews are higher rated. Soar Portal's automated review request sequences keep your review velocity healthy without you manually asking every customer to leave a review.
Soar Portal CRM is included in Soar Pro.
Soar Core and Soar Local include rank tracking, Aero automation, and local visibility tools. Soar Pro adds the full Soar Portal CRM suite (pipeline, SMS, email automation, calendar, and review management). This is the complete Soar Visibility Stack DIY. Compare all plans →