Do legal professionals need a CRM?
CRM system is a single Customer Relationship Management database that allows business users to track and manage all the customer interactions easily. The various customer interactions such as email conversations, phone calls, and social media or from other channels can be recorded in CRM system software. Not just this, it also includes workflow processes such as tasks, calendars, and other alerts that can give staff the ability to track performance and productivity based on the information collected. If we have to put in a single line about CRM, it’s all about clients.
So yes, legal professionals definitely need a CRM.
In today’s intense competition, customers won’t line up to visit family lawyers or the lawyers they know from their very own fraternity. Customers are very smart and well informed to choose the right lawyer for solving their cases. Also, it is very difficult for legal...