Customer Relationship Management (CRM) Software
CRM software tracks your potential clients (also known as a sales funnel) and makes it easy to turn them into full clients with matters in your Law Practice Management (LPM) software.
Our Software Partners
These are products we like and believe in and would run our own firm on. When we suggest products we’ll tell you why we chose it and recommend it for your firm. At Gold Piece Consulting we feel its important we are up-front with products we partner with closely. Here are those partners:
Customer Relationship Management
Keeping track of leads and referrals can be difficult. Use tools to cultivate them into clients.
CRM tools provide methods to automate client intake and easily transfer information from contact forms on websites, information from receptionists.
Have real data available across all your associates on their potential client stream.
Manage Leads and Referrals
Automate and Simplify Intake
Connect to Website and Receptionist
Customer Relationship Management (CRM) tools feed into your Law Practice Management (LPM) tools.
Clio has two products: Clio Grow (CRM) and Clio Manage (LPM). Together, these two cloud-based products can enhance the way any law firm operates. It is scalable from 1 to Many. Clicking above gets you a free demo with our referral code attached.
Zola Suite is a great product. Scalable from 1 to Many. It contains multiple products all contained in one package without 3rd party add-ons.