or start a free trial
// Comparison

Specifivs Portal.io.

Portal.io creates proposals. Specifi runs businesses.

See pricing
// Feature matrix

How they stack up.

SpecifiIncludedPaid add-onNot availableLimited / unclear
Feature
Specifi
Portal.io
PROPOSALS & QUOTING
Proposals
Branded templates, e-signatures, Stripe payments, QuickBooks payment links
Branded proposals, e-signatures, client-selectable options
AI proposal generation
In beta (Q1 2026)
Yes: AI Proposal Builder from audio/video walkthroughs
Product database
600,000+ products with supplier pricing
5M+ products with managed supplier pricing
CRM & SALES
CRM
Full CRM with pipeline, lead scoring, email sync
Client / contact management only (no pipeline, no lead scoring)
Email & calendar integration
Native Gmail, Outlook, and calendar sync. Create customers, projects, work orders, invoices from email
Not available
PROJECT DELIVERY
Project management
Work orders, scheduling, task management
Not available
Time tracking
Yes, mobile and desktop
Not available
Purchase orders
SEO-ready website and blogs included
Yes (Pro plan and above)
MARKETING & WEB
Website builder
Yes
Not available
Social media
Echo social media, SEO, and blogs included
Not available
Marketing services
Managed marketing services available for existing customers
Not available
CLIENT EXPERIENCE
Customer portal
Yes: projects, invoices, change orders, service booking
Not available
Mobile app
Yes, iOS and Android
iOS only
Extended warranty
SureBright extended warranty options included
Not available
FINANCIALS & INTEGRATIONS
Invoicing
Built-in with QuickBooks, Xero, Stripe, and QuickBooks payment links
Yes, with payment processing (QuickBooks, Square, Stripe)
Integrations
QuickBooks, Xero, Stripe, QuickBooks payment links
QuickBooks Online/Desktop, D-Tools SI, ProjX360, Salesforce (beta), HubSpot (beta), Zapier
AI & AUTOMATION
Bob the AI
Included across CRM, proposals, support, and content
AI Proposal Builder only
PRICING & SUPPORT
Starting price
From £119 /mo1 office + 2 field users, all features included
$29 /mo Lite1 user, 10 proposals/month cap
Comparable pricing
Individual: all features, unlimited proposals
$89 /mo Pro2 users, unlimited proposals, supplier pricing
Support
Included, unlimited ongoing training
Live chat; priority on higher plans
Free trial
14 days
14 days (full access)
// Cost of ownership

What it actuallycosts over 2 years.

Set your team size. See what Specifi and the competitor really cost once the add-ons are in.

Office users3
110
Field users5
115
SpecifiTeam plan
Team subscription$349/mo
Native Gmail + OutlookIncluded
Native calendar integrationIncluded
QuickBooks / XeroIncluded
QuickBooks payment linksIncluded
Stripe paymentsIncluded
Bob the AIIncluded
Echo social mediaIncluded
SEO + blogsIncluded
SureBright extended warrantyIncluded
Inventory & ProcurementIncluded
Support & trainingIncluded
Customer portalIncluded
Mobile appIncluded
Monthly$349/mo
Onboarding$699
Year 1$4,887
Year 2$4,188
2-year total$9,075
Portal.ioPremium
Premium subscription$179/mo
QuickBooks / XeroIncluded
Support & trainingIncluded
Email integrationPaid add-on
Customer portalIncluded
Mobile appWeb only
Monthly$179/mo
Onboarding$0
Year 1$2,148
Year 2$2,148
2-year total$4,296
// Honest take$2,040/year cheaper on base with Portal.io.But check what's included. Specifi has no hidden add-ons.

// Also included with every Specifi plan

Professional websiteBuilt and hosted for you.
Social media integrationDrive leads from every channel.
Branded customer portalProject history, payments, and service booking.

None of the competitors above include these.

Portal.io covers proposals and quoting only. Specifi includes CRM, project management, invoicing, inventory, and marketing.

Pricing based on published rates, April 2026. Competitor pricing sourced from publicly available information. Specifi pricing served via region detection.

// Why switch

Reasons integratorsmake the move.

Where Portal.io is strong

A 5M+ product catalog — the largest in AV software — with managed supplier pricing kept up to date. Their AI Proposal Builder is genuinely innovative: record a site walkthrough on your phone and it generates a full proposal outline you can refine and send. Strong Snap One integration (free sponsored plan for Snap One dealers) and broad third-party integrations including D-Tools SI, ProjX360, Salesforce, HubSpot, and Zapier. The $29/mo entry point is the lowest in the market.

Where Specifi wins

Portal.io's own users on review sites note the platform is missing CRM and project management. That's exactly what Specifi provides natively. With Specifi, the proposal is the starting point: lead capture through CRM, to proposal, to project delivery with work orders, to invoicing with Stripe payments and QuickBooks payment links, to ongoing relationship through the customer portal. Plus a marketing suite Portal.io doesn't touch: website building, Echo social media, SEO, blogs, and managed marketing services. Portal.io helps you close deals faster; Specifi helps you get those deals in the first place.

Bottom line

Portal.io is excellent at proposals with the largest product catalog and innovative AI generation. If fast, beautiful proposals are your only software need — especially as a Snap One dealer — it's hard to beat. But if you want one platform for your entire business from marketing through to project delivery and client retention, Specifi covers the full journey.

They switched. Theyhaven't looked back.

500+integrators across the globe
Specifi has significantly improved the efficiency of our day-to-day business operations. The software is incredibly easy to use and has helped us create an organised and streamlined setup. Highly recommend.
Miguel AttardDomotica Systems
// Explore more features

See why Specifi ismore than a quote tool.

Pricing

See what is included on every plan before you compare feature-by-feature.

Learn moreProposals

Look at the proposal workflow most competitors only solve in isolation.

Learn morePlatform

See how CRM, projects, invoicing, stock, and Bob the AI connect end to end.

Learn more
// Questions

What integratorstypically ask us.

Can't find what you're looking for? Get in touch and we'll get back to you within a few hours.

Can I migrate from Portal.io?
Yes. Our onboarding team migrates proposal templates, product data, and client records from Portal.io. Once in Specifi, you get the CRM, project management, and invoicing flow that Portal.io doesn't ship.
Is Portal.io cheaper at $29 /mo?
The $29/mo Lite tier caps you at 10 proposals per month with 1 user. Pro at $89/mo (2 users, unlimited proposals + supplier pricing) is the real comparable, and it's still proposal-only — no CRM, no PM, no invoicing flow, no portal. Add the business platform on top and the total cost equation shifts meaningfully.
What does Portal.io do better than Specifi?
Three things. First, catalog size: 5M+ products vs 600K+. Second, AI Proposal Builder that generates proposals from audio/video site walkthroughs — genuinely innovative. Third, Snap One dealer program (free sponsored plan) and integrations with D-Tools SI / ProjX360 / Salesforce / HubSpot that let you pair it with best-of-breed tools.
What does Specifi do that Portal.io doesn't?
CRM with pipeline + lead scoring, full project management with work orders and scheduling, time tracking, customer portal for projects / invoices / service booking, native Gmail, Outlook and calendar integration, a full marketing suite (website, Echo social, SEO, blogs, managed services), Bob the AI, SureBright extended warranty options, and native Android + iOS apps (Portal.io is iOS only). Portal.io is a proposal tool; Specifi is a business platform.
Can I use Portal.io and Specifi together?
You can, but you shouldn't need to. Specifi ships proposals, CRM, PM, invoicing, portal, and marketing natively — no bolt-on integrations required. If you have deep Portal.io investment today and want to migrate gradually, we support that.

See Specifi live.

A 20-minute side-by-side with Portal.io if that's useful.

Explore pricing