Join us on 27th February at 12:00 for an exciting webinar to demonstrate the Tikit Partner for Windows integration with Perfect Portal.
Perfect Portal is designed for all your new business management needs. The software uses an innovative approach to seamlessly manage the entire process from quoting through conversion to client and on-going referrer relationships. It gives users the ability to use real-time data to analyse their performance through a convenient dashboard and quickly send conveyancing quotes out to customers.
Key benefits of the Tikit P4W and Perfect Portal integration are:
- 360 degree solution from quote settlement
- Automatically create a matter in P4W after instruction
- Conflict check with P4W when adding new client details from Perfect Portal
- Complete key milestones direct from P4W to update clients on matter progress
To attend please click here
We look forward to having you all on board.