BE TRANSPARENT AND WIN MORE BUSINESS

When you need to be transparent with your pricing, Perfect Portal offers the most comprehensive solution available to the market. Speed up your conveyancing quoting process, manage your referral network and engage with your clients through a convenient, fully integrated and easy to use online platform. Perfect Portal delivers all your new business management needs and helps you convert more enquires to sales.

 QUOTE
QUOTE
 CONVERT
CONVERT
MANAGE
MANAGE
COMMUNICATE
COMMUNICATE

Generate private, referred or online branded quotes within seconds.

Over 50% of home movers obtain two or more conveyancing quotes before instructing a firm. So, getting a quote out fast is key to winning new business. Perfect Portal enables you to easily send branded and accurate quotes within seconds whether the client is with one of your referring partners, sitting at home browsing your website, or contacts you directly.

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Win more business with a range of automatic follow up features.

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 your staff members, by a referrer or via the web quote calculator, you’ll automatically receive reminders for seamless tracking to ensure maximum efficiency.

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View key insights at a glance to manage performance.

Data is the foundation of decision making within businesses, so having the information you need quickly is imperative. Understand your conversion rates, the performance of your referral partners and overall business growth at a glance with our customisable smart dashboard. The snapshot will let you quickly identify potential untapped opportunity, recognise and reward your highest performers and take control of all aspects of your business.

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Engage with all parties in one simple click, saving you time and improving your service levels.

Keeping everyone updated throughout the process can be difficult, with clients and others involved in the transaction often chasing for a progress update. Only one third of home-movers are currently satisfied with the frequency of communication from their conveyancer. Provide instant case updates and reminders throughout the transaction to all parties involved via email, SMS or a mobile app for your clients.

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YOUR SOLUTION FOR NEW BUSINESS MANAGEMENT

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Web Calculator:

A fully customisable quote calculator is designed to integrate with your website, so clients can obtain an immediate quote, even when you’re not in the office.

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Client App:

A secure and branded mobile app for your clients so they can receive instant case updates. The app can be fully branded with your firms logo, name and colours.

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Referrer App:

A mobile app and an online platform for your referring partners, allowing them to quote or send leads quickly on the go.

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Flexible Fee Scales:

One size doesn’t fit all when it comes to your fees. Enjoy the freedom of creating unlimited number of fixed and variable fee scales.

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Report Suite:

Smart reports and analytics available at your fingertips to identify training requirements, pricing elasticity and business performance.

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Marketing Centre:

Communicate, engage and build stronger relationships with your referring partners through the Marketing Centre within Perfect Portal.

TESTIMONIALS

Hear and read what our valuable clients have to say about us.

“Our employees love using Perfect Portal. The dashboard is really clean, it is a great interface and very simple to navigate.”

Paula Langley, Practice Manager, Bookers and Bolton Solicitors