Perfected: your sales team, perfected

Texted to your customer. Opens on their phone.

The customer views the portal at 9pm. You’ll know.

Your sales team,
Every step, timestampedYou see which stage they opened, when, and how long they stayed.
Their actual roofReal design output, and you see how long they looked at it.
Cash or financed. You know whichThe term they kept returning to is the call you make tomorrow.
The numbers they studiedPayback and 25-year savings, and which of them held their attention.
It closes itself$500 referrals, asked for at the moment they’re happiest.
You want the customer to pull the trigger.Here’s how they do it. Signed from the couch, gold button, two minutes.
The part nobody else gives you

Signing platform analytics, on a proposal.

You already accept this on a contract: opened, viewed, signed, and by whom. Perfected does it for the document that decides the sale. Which system they keep coming back to. Whether they priced cash or ran the financing. How long they sat on the savings number, and at what hour. Every rep has forty open deals and time for six calls. This is what puts those six in the right order.

Calling blind

Proposal_FINAL_v3.pdf2.4 MB
  • ×Sent, then silence. You don't know if it opened.
  • ×No idea which quote they keep going back to.
  • ×Cash or financing? You ask, and hope they tell you.
  • ×The hottest deal in the pipeline looks like every other row.

Calling the right one

your-company.com/portalLIVE
  • ✓Opens, revisits, and time on each quote, per homeowner.
  • ✓Which system they keep returning to, and which term.
  • ✓Whether they priced cash or ran the financing numbers.
  • ✓Your pipeline, ranked by who is actually ready.
The customer portal for residential solar

Your proposal stops being a PDF attachment. It becomes a portal with the homeowner's name on it, where they compare options, apply for financing, request the contract, and watch the project move.

Built from your site.
How it fits

It runs on the pipeline you already have.

Your CRM stays the source of truth

Deals, stages, and pricing sync both ways. Nobody re-enters anything.

Integrates with your current proposal tool

Keep designing where you design. Perfected wraps what you already send.

Texts and email from your numbers

Follow-up sends from the rep's own number and your domain, not a generic robot.

Your brand, end to end

Logo, colors, and voice across the portal, every message, and the contract.

Your next proposal,

Give us your company site. We'll build your portal with your logo, your colors, and a real project in it, then walk you through it.

Takes about two hours to build. Yours to keep either way.

Custom built

Pick a time.

We’ll build your portal first, with your logo, your colors and a real project in it, so the call is a walkthrough, not a pitch.

MTWTFSS

Pick a day to see open times.

Times shown in Pacific.

Where should we build it?

We use your site to pull your logo and colors, then send the link before the call.

✓

You’re booked.