The Portal Tree, LLC is a software development company focused on creating and licensing products that collect, manage, enhance and distribute opt-in data as sales leads
Our software collects data through any web-based entry system. This could be a web form or data entered by a call center agent. Once the information has been entered into the system, we immediately perform a series of real time evaluations to ensure the highest probability of closure and customer satisfaction.

The selection process for delivery of the sales lead can be based on your sales staff's skill sets, location, availability, close ratio, certifications, peer-review, license status, membership in industry associations. In other words, you pick it, we can filter it. This system ensures that opt-in consumers receive the highest level of service, with automatic checks to ensure that no good lead falls between the cracks.

Potential clients are registering online or through our call center and requesting your professional services. Unlike our competition, sales leads are delivered exclusively to you and only you. These sales leads are sent immediately to any or all devices that you choose -- desktop computer, laptop, mobile phone, or any other hand-held gadget with communications. The Portal Tree system is also a dynamic tool for your office receptionist to collect information from phone calls and instantly distribute these leads to the sales staff.

Our gateway industry is real estate, but the system can be easily adapted to many other areas of commerce, such as insurance, travel, mortgage, household movers, and financial services.

The Portal Tree's product strategy is to allow business clients to immediately receive quality opt-in consumer requests. This is accomplished through a simple web form completed by the potential client, then processed by a sophisticated and unique back end. The selection process for the delivery of the sales lead is based on skill sets and location. The system ensures that opt-in consumers receive the highest level of service, with automatic checks to ensure that no good lead falls between the cracks.