CRM for lawyers

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.

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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.

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

Why wait? Track everything from leads to repeat sales.

Realize greater ROI with CRM for law firms

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Salesmate is a Perfect CRM for your Law Firm

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

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 deal (case)management

Get your small business organized using Salesmate CRM

Easy to use with advanced features at a very affordable price

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Benefits of using Salesmate for your law practice

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.

Happy & Growing Customers

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!

Johnny Beig

CEO - Alanic International

Solid CRM for small business looking for an easy to use, yet impactful CRM

Mike Barugel

Founder

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 H

CEO - Printing

I’ve been using this platform for over a month now and have seen my productivity double!

Brittany Canaski

Director of Partnerships

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

Eric Griego

VP, Business Development – HoldMyTicket

Build Strong Relationships and Steady Revenue with Salesmate

With Salesmate, it’s simple, personal and productive for everyone. Sign up for a 15-day risk-free trial today.

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