Projects and milestones
Every project from kickoff to final documents: milestones, tasks, updates and change requests in one view.
For design and construction teams
PortalSync brings your projects, customer approvals, email, meetings, chat and invoices together, and gives every customer a simple, secure portal to follow their project.
Used every day by the zHeight team since August 2026
One place for your team, your customers and your contractors, from first call to final payment.
Every project from kickoff to final documents: milestones, tasks, updates and change requests in one view.
Send a plan for approval and get a clear yes or change request, with a record of who approved what and when.
Use your own Outlook / Microsoft 365 or Gmail / Google Calendar inside PortalSync, and file emails and meetings to the right project.
Keep project conversations with your team, customers and contractors in one place, instead of scattered across messaging apps like WhatsApp, WeChat or Facebook Messenger.
Set a payment schedule, send invoices, add extra work and see what is paid and what is due at a glance.
Approved plans and deliverables stay with the project, ready for your team and your customer at any time.
The customer portal
No new account and no password to remember. Each customer opens their private project link and confirms it is them with a one-time code sent to their phone and their own passcode.
Your company admin invites each person with their work email.
Optional: each person connects their own Microsoft or Google account.
Your customer gets a private portal link for their project.
Your projects and your customers' details are business-critical. We treat them that way.
Each company only ever sees its own projects, people and files.
Microsoft and Google accounts connect through their own sign-in pages. We never see those passwords.
Everything travels over HTTPS. Connection keys are stored encrypted and removed when you disconnect.
Roles decide who can see email, invoices and settings. Repeated wrong sign-in attempts are blocked.
Connecting is optional, and each person does it for themselves. When you connect Gmail and Google Calendar, or Outlook and Microsoft 365, PortalSync uses that access only to show, send and organise your own email and meetings inside PortalSync, and to file the ones you choose to a project.
PortalSync's use of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements. Read the details in our Privacy Policy.
Book a free demo and see how PortalSync fits the way your team works.
Book a demo