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What is the best CRM for law

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asked by David T.  –  July 3, 2015
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Hi David,
Well, the best CRM is really the one that matches the requirements of your business, because what works for one organization does not necessarily works for another. However, there are some common features that makes one system more attractive over the other. I would like to recommend bpm’online CRM which is cloud application for marketing, sales and service (https://www.bpmonline.com/crm-products ) and can be easily customized according to your business needs. Check the capabilities and get a hands-on experience with no strings attached at: https://www.bpmonline.com/demo/bpmonline

answered by Olivia M.  –  August 21, 2015
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Lexicata – A CRM made specifically for lawyers. What makes Lexicata special is it is more of a hybrid between a CRM and a client intake software, which makes the most sense for law firms. Its platform also allows you to capture lead information with its intake form system, create and send documents for signing and track your matters up until the client is signed. It also integrates with Clio, the most popular cloud-based practice management software for lawyers.

answered by Anushka C.  –  October 19, 2016

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