Build Relationships That Start at the
Doorstep
Send memorable, trackable packages to clients and prospects — not just another email in their inbox.
The Challenge
Client gifting at law firms, consultancies, and financial services is disconnected. Someone orders gifts manually, they ship without tracking, nobody knows if they arrived, and the effort never makes it into the CRM. You're spending money on relationship building with zero visibility.
The Solution
Portifer turns client gifting into a managed, measurable operation. Build your recipient list from a spreadsheet or HubSpot, create branded welcome packages, ship through your carrier accounts, and track delivery and engagement automatically. Sends, deliveries and scans are logged on the linked HubSpot deal.
A management consultancy sends premium welcome kits to new clients each quarter. Each kit includes a branded QR code linking to a personalized landing page with the engagement team's contact details and a scheduling link. The firm sees delivery and QR scan status for every client, and each scan is logged on the linked HubSpot deal.
Key Features
Direct-to-Decision-Maker Targeting
Build and manage target lists by industry, company size, and role. Import contacts via CSV or sync directly from your CRM. Smart filtering helps you find exactly the right recipients.
Fulfillment at Scale
Create hundreds of packages in minutes with the bulk creation wizard. Manage packing lists, track inventory levels, and get low-stock alerts — or let our white-glove team handle everything for you.
CRM & Team Integrations
Pull companies and contacts from HubSpot and log send and delivery events on linked deals. Get Slack notifications for every event and Teams updates when packages ship and arrive. Connect custom workflows via signed webhooks.
Track Every Package, Every Touchpoint
Follow every package in real-time with carrier tracking and event timelines. Each package gets a branded tracking link with a QR code and a custom welcome landing page. See exactly who opened it, when, and how often.
Built for End-to-End Visibility
- 5
- Integrated Carriers
- Every
- Parcel tracked per recipient
- Real-Time
- Delivery Tracking
- HubSpot
- CRM integration
Ready to Get Started?
Launch your first product seeding campaign and start collecting real consumer insights.