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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CRM for Lawyer

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
CRM for Lawyer

Why wait? Track everything from leads to repeat sales.

Realize greater ROI with CRM for law firms

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

built-in 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

manage cases in CRM for lawyers

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

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 - Irregular Exposure

Eric Griego

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

Ian Ray

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

Ian Ray

CTO – Airshark

Jacqui Sabo

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

Vice President - Faciliteq

zoraz

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

Zora Zamecnikova

Brand Ambassador

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