Sending your quote quickly is just the first stage in winning new business.
Never miss an opportunity with Perfect Portal’s diary reminders and chase features sent directly to your inbox. Once a quote has been created in Perfect Portal, whether privately, by a referrer or via the website quote calculator, you’ll automatically receive notifications for seamless tracking and follow-up to ensure maximum efficiency.
Perfect Portal captures everything you need for optimal client communication so you can convert quotes to instruction, fast. With a range of automated emails available to send to prospective clients, and phone call reminders, you’ll soon be converting up to 70%* of private and referred work with Perfect Portal.
Are you ready to win more business? Book a demo today to see how you could be winning more instructions with Perfect Portal.
FEATURES TO HELP YOU CONVERT MORE LEADS TO SALES
Fast & Accurate Quotes:
With your multiple allocated fixed and variable fee scales saved in the system, you can ensure your client receives an accurate quote no matter what. The integration will also ensure the quote displays accurate stamp duty and other government fees.
Almost 90% of firms do not follow up on the quotes they send out. Set up automatic diary reminders when a quote is generated to follow up so no opportunity is missed. Assign reminders to different users at the branch for efficient follow-ups.
View the email open stats within the dashboard and send out chase emails to follow up on the quote. The system is set up so your staff can easily and quickly follow up with the saved templates on all enquires, improving your service levels as a whole.