Perfect Portal’s Chase Client feature and Diary Reminders are sent straight to your inbox, to ensure maximum business efficiency. Never miss an instruction opportunity. Our system captures all quotes generated privately, from your website via Instruct, and from your referrers. This facilitates seamless tracking and follow-up.
Once a quote is generated, manage your quotes by assigning them to staff members. All client communication can be recorded, and follow-up prompts can be set to help convert those quote requests to actual instructions. Use automated emails along with phone calls to potential clients to convert quotes into instructions.
Set manual Diary Reminders to ensure you follow up your prospective client once you have emailed the quote.
Following up with a prospect who has previously been given a quote is as easy as one click of a button in the Chase Client template.
Use the Diary Log to communicate with all staff in your firm and external stakeholders such as real estate agents and mortgage brokers.
Book your obligation free demonstration today or call us for more information on 1800 098 354.