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Why Your Firm Needs Salesmate CRM

Get organized and start building a healthy business relationship between you and your client with 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 like Salesmate. 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
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Salesmate is a Perfect CRM
for your Law Firm

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.

Call seamlessly without integrating with phone systems
Case management

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.

Benefits of using Salesmate
for your law practice

Timely follow-ups
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
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
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.

What they says

Happy & Growing Customers

We can see our pipeline, including the sales process stages and the dollar volume at each stage. Since our inception 90 days ago, our pipeline has grown 100%

Jacqui Sabo

Jacqui Sabo

Vice President - Faciliteq

Fantastic value for a CRM platform with easy staff onboarding and great back-end webhook integration support.

Ian Ray

CTO – Airshark

Salesmate is very easy to use and affordable. It’s a one stop shop when it comes to managing my clients.

Jessica Williams

Fashion Designer

If you are looking for an intuitive, lightweight, and customizable sales platform, you have to get a demo from the Salesmate team.

Eric Griego

Business Development

The ability to customise this software to do exactly what you want is incredible, it can create workflows so repetitive literally the support will set it up to copy and routine / field you want.

paul

Paul H

CEO - Printing
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