Reduce Solar Cancellations, Lower Support Costs & Streamline Customer Communication Through a Simple Customer Portal

A real-time view of projects in one easy-to-use app, and a central hub for two-way communication, referrals, and promotions
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Trusted by leading solar companies

How it works

Industry-Specific Templates

Customize every step of the customer experience with industry-specific templates that cater perfectly to the needs of the customers you serve.

Project Tracking

Our app mirrors your progress on any service- or project-based task, giving you and your customers real-time updates from the start of the project to the finish.

Communication

PortalCX is also a communication hub, offering customizable email and text templates for project updates.

Referrals and Reviews

After you complete your project, PortalCX prompts clients to automatically review and refer your business, helping your business grow.

What you get with PortalCX

Project tracking

An easy-to-use app helps customers keep track of your progress on any project in real time—providing step-by-step task information on everything from solar installation to home remodeling. And customizable dashboards help businesses track and hit the KPIs that are most important to them.

Seamless Integration

We combine our API with your customer management tools and integrate with a wide variety of applications to provide a comprehensive experience for you and your customers.

All-in-One CRM

Easily and quickly update your customers with built-in automation.

Related integrations include

Success Stories

Here's a selection of business cases from some of our customers.

Increased customer retention and ensured more positive customer experiences

Before implementing PortalCX, True Power faced a significant challenge regarding our customers' awareness of their project's progress. Communication was mainly through phone calls and messages, causing valuable time to be consumed on updates.

The results

Before implementing PortalCX, True Power faced a significant challenge regarding our customers' awareness of their project's progress. Communication was mainly through phone calls and messages, causing valuable time to be consumed on updates.

Client

True Power

Industry

Solar power provider

Results

Increased customer retention and ensured more positive customer experiences

Achieved decrease in cancellations and significantly improved internal efficiency

Before implementing PortalCX, sales reps were updating customers on the progress of their project through manual calls, texts, and emails.

The results

“PortalCX has been a must-have tool as we’ve scaled our business 100% year over year! Our customers love the ease of being able to check the progress of their project, while reducing calls directed to our sales teams and keeping operating costs minimal. PortalCX has helped us create the best customer experience in our industry. This has greatly assisted in leading to more customer referrals. The team at PortalCX has been awesome to work with! They truly care about the success of our company and are always willing to innovate based on our needs.”

Client

Performance Windows

Industry

Window restoration

Results

Achieved decrease in cancellations and significantly improved internal efficiency

A word from the Co-Founder & CEO

Most door-to-door solar companies have a 30-40% cancellation rate after the contract has been signed. And it’s all because of “buyer’s remorse”.

You see, most solar companies don’t have a good way to show their customers what’s the current state of their project, what’s going to happen next & what’s needed from their end.

They call & text people half-haphazardly & expect their clients just to trust them.

People don’t like that (especially with a big investment such as solar).

We created PortalCX to give solar companies a simple portal for their customers where they can see the project progress & next steps in real time, communicate with their agent & leave a review upon completion with their project.

So far, companies that used Portal CX were able to reduce their cancellation rates by 23% in just 30 days after implementing our software.

We invite you to try it yourself, and see why 50+ companies use PortalCX as their go-to communication app.
Open the door to better communication and happier customers

Interested in learning more about why customer experience pros trust PortalCX?

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