CRM for lawyers

Salesmate law firm CRM & client intake software can help you maximize efficiency and assist you in increasing the overall revenue.

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crm for law firms

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 legal 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

Salesmate as the law firm CRM & client intake software

Better legal contacts and client relationship management

Easy access to vital contacts is pivotal for a legal practitioner. You can’t afford to lose track of your important contacts. Clear the clutter in your contact database and manage it efficiently with Salesmate CRM for law firms by using our advanced filtering to help you find the right contacts quickly.

Get a unified view of all the relevant details of contacts for building a stronger relationship with your clients. Sync your Gmail account to Salesmate CRM and directly add new contacts while scrolling through your Gmail inbox. Associate legal documents from Google Drive with specific contacts. Make your work easier and faster with this advanced CRM for lawyers.

Know more about contact management

Law firm analytics for making informed decisions

Analyzing your law practices and cases is essential for increasing your case closure rate. The reporting capabilities of Salesmate CRM for law firms can help you prepare for your cases to fight them more efficiently with in-depth insights.

Create a detailed report to understand where you should be focusing your attention on driving revenue of your law firm. See the progress of the cases, identify the red flags, and anticipate the lifetime value of clients. With Salesmate, create customized reports as per the specific requirements of your law firm.

Know more about reporting

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

Calling for lawyers

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

Case management

Get your small business organized using Salesmate CRM

Easy to use with advanced features at a very affordable price

Benefits of using Salesmate for your law practice

Happy & Growing Customers

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

Mike Barugel


Very convenient and easy CRM with all the necessary features, quick and professional support

Zora Zamecnikova

Brand Ambassador

Improved sales effectiveness. It’s got everything we need, works efficiently and it is affordable. The team picked this over all of the others and they’re using it. Great sales app.

Robert Allen

Principal - RKA Ventures, LLC

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

Ian Ray

CTO – Airshark

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

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