Salesmate is a perfect CRM for your law firm and can help you maximize efficiency and assist you in increasing the overall revenue of your business.
Surviving in the competitive legal world is challenging for both solo practitioners as well as law firms. As a busy lawyer is manually managing the case information for every client becomes cumbersome. You need an intelligent solution for managing inbound leads, organize your outreach, and maintaining healthy client relationships. A CRM for lawyers can help you accomplish this and assist you in increasing the revenue of your law firm.
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 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.
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.
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.
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.
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.
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.
CEO - Printing
It integrates very well with GMail and Chrome – It’s extremely easy to set up and truthfully Salesmate has THE best customer service team bar none. That is truly the benefit. Oh- I almost forgot, it’s insanely cheap.
President - Skytop Business Loans LLC
Solid CRM for small business looking for an easy to use, yet impactful CRM
Founder
It’s very user-friendly, easy to navigate, and simple to use. Not much training is involved for the new staff to get them off the ground. I like how stages are set and we can move the deals accordingly!
CEO - Alanic International
Salesmate is very easy to use and affordable. It’s a one stop shop when it comes to managing my clients.
Fashion Designer - Irregular Exposure
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