
About Portfolio HMS®
Portfolio HMS® is a full-feature system providing a total integrated software solution that meets the operational requirements of our Customers.
Made for the following:
Hotels & Resorts
Conference & Retreat Centers
RV & Tent Campgrounds
State & National Parks
Available Features
Portfolio HMS® offers a wide variety of modules to
meet all of your properties’ needs with one software solution.

Reservations

Front Office

Housekeeping & Engineering

Conference Services

Guest Management

Accounting & Back-Office

Reservations
Simple Reservations Process, all in one screen for booking, walk-in, changes, and little training required to use.
- Individual, Group, and/or Campground Reservation Booking
- Property / Room Availability
- Group / Meeting Room Availability
- Share-With / Link Booking
- Advanced Deposit Ledger
- Wait List Management
- Multiple Email Confirmations
- Rate and Yield
- Package Plan Management
- Travel Agent Management

Front Office
- Guest Profile / CRM Management
- Guest Messaging
- Folio Check in / Check out
- Single / Multiple Folio Posting
- Marketing Reporting
- One-Button Night Audit

Housekeeping & Engineering
- Update Room Status
- Lost and Found Module
- Word Order Processing
- Multiple Housekeeping Reports
- Out of Order Room Management
- Preventive Maintenance

Conference Services
- Group Management
- Group and Event Contracts / Invoicing
- Individual / Rooming List Entry
- Sales and Catering (Events)
- Banquet Event Order Processing
- Export / Import Rooming List
- Package Plan Templates
- Group Rate Management
- Sales Reporting

Guest Management
Contact CRM
- Individual Guest Profiles
- Multi-Person Profiles
- Guest History
- Guest Reservation Management
- Guest Preference / Resources
- Guest Tasking / Tracking

Accounting & Back Office
- Accounts Receivable
- Direct Bill Accounts
- Check / Deposit Journals
- Cash Reconciliation
- General Ledger Management