A Solution for Everyone in the Firm
Marketing professionals use CRM4Legal because it adapts easily to their
existing business and marketing workflow and processes. This
makes it easy to tailor CRM4Legal to suit your needs and fit
your marketing, event management, and business development
efforts. CRM4Legal features several workflow innovations in marketing
event and list management that speed use, including automatic
task assignment and event response automation. CRM4Legal also
includes capabilities such as:
 A new marketing automation module that
makes it easy to build client, contact, or lead lists, create
targeted marketing events, track the progress of those events
and follow up on events.
Quick Campaign wizard allows marketers
to send out e-mail blasts to targeted lists and track responses.
Easy customization of CRM4Legal
to your business workflow by adding custom objects and activities,
designing custom views for different users, and building business
logic into CRM. This enables CRM4Legal to automate repetitive
tasks, tells users next steps, sends e-mail messages, and raises
alerts for open items—so nothing falls through the cracks,
giving your clients, contacts, and the firm a better experience.
Flexible reporting that enables
marketing staff to easily see how your marketing events are performing—CRM
data can be transferred into Microsoft Office Excel for analysis
or into Microsoft Office SharePoint Portal Server for updating
executive dashboards or collaborating on client-related documents.
Attorneys
and firm staff enjoy CRM4Legal because
it is the fastest and easiest way to add CRM capabilities to
any firm that uses Microsoft Office system applications, including
Microsoft Outlook.
Tight integration Quick
and easy access Customized
workspaces Powerful
reporting and analysis tools Great
mobile support
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staff support CRM4Legal because
it's based on proven, industry-standard Microsoft technology
that's easy to learn and work with.
Easy to modify forms, data fields,
and information relationships Fast
data searches Easy
to use step-by-step Microsoft Exchange Connector Deployment Wizard Simple
and fast connectivity
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