WHAT IS A CRM AND DO I NEED ONE?

What is a CRM?

A CRM is also known as a Client Relationship Management system or Case Management System. It’s used to record and store client data. Typically they are used as a sales tool to record information about clients, where they sit within a client journey and they are used to manage leads, clients and all communication.

Do I need a CRM?

Here at Legal Growth we are firm believers in the need for a CRM system. A good CRM system will provide you with the ability to securely store prospect and client data, access it at any point, hold you to account on activity and automate communication. They also have options for invoicing, appointment booking, task creation and more…

What CRMs are available?

There are lots of providers in the market but within the legal sector then a leading CRM provider is WillSuite. It’s both a legal document drafting tool and a case management system.

How much does a CRM cost?

Using WillSuite only costs £69 per user per month (+VAT) and they operate a rolling monthly contract. They also offer a FREE 14 day trial and any data you put in on trial remains after the trial has expired.