Perfected — your sales team, perfected

Texted to your customer. Opens on their phone.

No login. No app. No PDF. Just their project, live.

Your sales team,
Perfected
Every stage, visibleThey tap a step and see what happens next. The "any updates?" call never happens.
Their actual roofReal design output, rendered like something a homeowner understands.
Cash or financing, liveTerms flip in one tap. The loan application takes about five minutes.
The why, in numbersPayback, 25-year savings, and the cost of doing nothing.
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 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.

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.

What it replaces

A PDF cannot answer a question at 9pm.

The proposal is the most important document in the sale, and it arrives as an attachment that can't be updated, can't be tracked, and can't do anything.

The attachment

Proposal_FINAL_v3.pdf2.4 MB
  • ×Sent, then silence. You don't know if it opened.
  • ×Options mean three attachments and a phone call.
  • ×Financing happens somewhere else, days later.
  • ×After signing, the homeowner calls you for updates.

The portal

your-company.com/portalLIVE
  • ✓One link, their name on it, live the moment you send it.
  • ✓Cash or financing, any term — the numbers update as they tap.
  • ✓The loan application opens inside the proposal.
  • ✓Every stage visible, so the update call never happens.

Your next proposal, Perfected

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

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

Ready in 2 hours

Pick a time.

We’ll build your portal first — your logo, your colors, 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.