Powering 5,000+Â sales teams across 70 countries
Why your law firm needs Salesmate
Get organized and build a healthy business relationship with your client using a CRM like Salesmate.
Stop wasting your time sifting through your email inbox and spend more time working on closing new business. Keep your clients
information in a centralized repository with this cloud-based legal CRM system. Whether you are at court or traveling to meet
your client, Salesmate’s mobile app will help you stay updated as you go through your business schedule.
With Salesmate CRM
- Maintain client records and trial information
- Get notified for time-sensitive tasks
- Get real-time reminders
- Segment and prioritize profitable clients
- Keep legal data secured & organized
- Schedule consultations with your new clients
- Automate task delegation to legal associates
- Integrate with your favorite third-party apps
Top rated across all platforms
Customers have rated us the best compared to any other software across review platforms like G2, Gartner, TrustRadius.
4.6
4.7
9.8
simple crm with powerful automation
Salesmate is a Perfect CRM for your Law Firm
Salesmate comes with a plethora of features that add productivity to your work and make your team more
efficient in delivering work. With Salesmate, it’s possible to do it all without any hassle.
built-in calling
Call seamlessly without integrating with phone systems
With Salesmate you can make and receive calls from the CRM itself using its built-in calling feature. Have offices in various cities? Easily get multiple virtual numbers with Salesmate CRM and assign them to your associates.
Record and save every telephonic conversation you or your associates have with the clients for getting a better understating of their issue. Your associates can continue from where you left and access the client’s profile in the CRM while speaking to them. They can seamlessly transfer calls and add notes directly in the Salesmate CRM.
know more about built-in virtual phone system
case management
Create pipelines for multiple cases
Salesmate is a customizable solution designed to address the specific needs of different industries. Using Salesmate, you can create multiple pipelines for various cases and customize it to the requirements of the legal industry.
Create stages for each case and manage them efficiently in Salesmate CRM for lawyers. Track your cases and get updates to take real-time actions. Add win as well as the rotting period for each case. Give attention to cases that haven’t been touched for long. Find out the reason for losing a case and fill the gaps to improve your legal practice.
Know more about Case management
INTEGRATIONS
Integrate Salesmate with your favorite apps
Salesmate integrates with 700+ business apps including Google Apps, Microsoft, and Zapier
500+ POWERFUL BUILT-IN FEATURES
Why use Salesmate as legal CRM
Timely follow-ups
Display a genuine interest in your client’s case with timely follow-ups. Schedule activities and get notified about the follow-ups with your clients after the initial consultation.
Quickly find a record
Add tags to contacts, activities, and cases so that you can look up any record, edit them, perform workflow actions on them whenever you need.
Track emails
Before following-up for consultation, your associates can track the initial emails and get the open rate to see if the clients are interested in working with you.
Frequently Asked Questions
Got questions? Find answers!
What is a CRM for law firms?
A CRM for law firms is a customer relationship management system that helps track and manage client interactions, cases, and paperwork. It can also be used to automatically generate reports and set reminders for tasks such as appointments and deadlines.
Why do law firms need a CRM?
There are many reasons why a law firm might need a CRM. In a fast-paced and complex environment like the legal industry, a CRM can help lawyers keep track of important client information, manage their caseloads more efficiently, and free up time to focus on billable hours.
A CRM can also help law firms build stronger relationships with their clients by providing a more personalized level of service. By understanding a client’s individual needs and preferences, lawyers can provide tailored advice and support that leads to better outcomes.
What are the benefits of using a CRM for lawyers?
There are many benefits of using a CRM for lawyers. Some of the most notable benefits include:
- Increased efficiency and productivity: A CRM can help lawyers save time by automating repetitive tasks such as data entry, appointment scheduling, and report generation.
- Improved client service: By understanding a client’s individual needs and preferences, lawyers can provide tailored advice and support that leads to better outcomes.
- Better decision-making: A CRM can help lawyers make better decisions by giving them quick and easy access to important data and analytics.
- Increased profitability: A CRM can help law firms increase their profits by improving efficiency and increasing client satisfaction.
What features should a CRM for lawyers have?
When choosing a CRM for lawyers, there are a few key features to look for:
- Ease of use: The CRM should be easy to use and intuitive. Lawyers are often time-strapped, so the last thing they need is a complex system that takes hours to learn.
- Integration: The CRM should integrate with other software programs that lawyers use on a daily basis, such as email and calendaring applications.
- Customization: The CRM should be customizable to meet the specific needs of the law firm. For example, the system should allow users to create custom fields and reports.
- Security: The CRM should have robust security features to protect sensitive client data.
- Support: The CRM vendor should offer high-quality support if there are problems with the system.
How much does a CRM for lawyers cost?
The cost of a CRM for lawyers will vary depending on the features and functionality required. Generally speaking, the price of a CRM can range from a few hundred dollars to several thousand dollars per year.
If you’re looking for a CRM for your law firm, be sure to consider the features and functionality that are most important to you. By doing so, you’ll be able to find a CRM that meets your needs and fits within your budget.
What are the best CRM for law firms?
There is no one-size-fits-all answer to this question, as the best CRM for law firms will vary depending on the firm’s specific needs. However, some of the most popular CRMs for law firms include Salesmate, Clio, Cosmolex, and Rocket Matter. Let’s get into their details:
Salesmate
Salesmate CRM is a cloud-based solution that offers a wide range of features to help lawyers manage their clients, cases, and paperwork. The system includes a built-in email client, contact management tools, document storage, and task scheduling. Salesmate CRM also offers a mobile app for iOS and Android devices.
Clio
Clio is a cloud-based CRM that helps lawyers manage their clients, cases, documents, and finances. The system includes features such as document management, time tracking, billing, and payments. Clio also offers a mobile app for iOS and Android devices.
Cosmolex
Cosmolex CRM is a cloud-based solution that offers contact management, case management, document storage, and time tracking features. The system also includes a mobile app for iOS and Android devices.
Rocket Matter
Rocket Matter is a cloud-based CRM that helps lawyers manage their clients, cases, documents, and finances. The system includes features such as document management, time tracking, billing, and payments. Rocket Matter also offers a mobile app for iOS and Android devices.
When choosing a CRM for your law firm, be sure to consider the features and functionality that are most important to you. By doing so, you’ll be able to find a CRM that meets your needs and fits within your budget.
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