National Client Relationship Manager at Perfect Portal AU - , New South Wales, Australia
Perfect Portal's simple, intuitive software is designed to help generate and manage more conveyancing leads and communicate effectively with all parties involved in a matter. Our talented team of experts with numerous years of conveyancing experience are dedicated to providing innovative solutions to improve business efficiency and reduce internal communication efforts in firms across Australia and UK. An interactive dashboard is at the heart of this end-to-end system allowing for the generation and management of private quotes, quotes received through a referral network and through the custom-built web-quote calculator, provided for your website. Take full control of the conveyancing process, gaining visibility of all quotes, referrer activity and milestones for each transaction. The web quote calculator allows you to capture online leads and all prospective client information at the initial inquiry. Automated activity notifications reduce phone calls and emails regarding the progression of the matter, allowing you to take a proactive communication approach. The key stages section allows you to communicate and update all parties with the touch of a button, saving you time and strengthening your relationships with referrers and clients. Review overall analytics of the firm to assess marketing campaigns and track trends to assist with future investment. Assess your business development. Analyse your conversion rates and discover opportunities to gain more conveyancing work. Perfect Portal is designed to enable people who do conveyancing to gain a competitive advantage. To learn more, visit:www.perfectportal.com.au