Convert More

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 web quote calculator, you’ll automatically receive reminders 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.