Lawyers use CRM for their practices on a daily basis. CRM stands for Customer Relationship Management, which is basically all about managing your clients and potential clients through the entire lifecycle of your business relationship. The list of most famous CRMs is discussed below..
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Salesforce is like an enterprise resource planning (ERP) system but only for sales people. It’s really good at what it was created for, managing leads and opportunities, creating campaigns, tracking emails and phone calls. Unfortunately, that’s all it does really well, while other CRMs can do a lot more.
SugarCRM is also really good at managing leads and opportunities but it’s not as cumbersome to use as the previous one. It’s packed with features like case management, email marketing, smart campaigns, activity tracking, social media integrations and seamless time tracking.
It also has an advanced call center module which you can use for your phone-based clients to track every single call they make (or that you make) to your law firm.
Netsuite is a really good option if you’re looking for something scalable and customizable to your exact needs, but it costs a lot of money. It’s best for large teams and organizations who need something scalable from the beginning.
Oracle Right Now is very similar to Salesforce in terms of its core functions: lead management, customer relationship management, etc. The difference is that it has better reporting capabilities and generates large reports much faster.
Zoho CRM is a very user-friendly and free option to consider, but there’s a “hidden cost” associated with it: the amount of time you’ll spend training your employees how to use it properly. It’s pretty simple and intuitive once you get into it and will work for light users who don’t require all the bells and whistles.
Bitrix24 is probably Microsoft Outlook on steroids. It’s very similar to Zoho CRM but with some more advanced features, especially when it comes to communication within teams via chat, video calls or online meetings etc. As you can imagine, this creates a lot of distractions for employees in the office.