CRM is a Customer-Relationship Management system that helps you manage referrals from intake forms, as well as other Leads.
CARET Legal's CRM helps you:
- Identify and cultivate high-value prospects.
- Automatically track where your leads are coming from.
- Organize leads by source, practice area, and potential revenue.
- Convert leads to Matters in CARET Legal with a single click.
- Streamline leads that come directly from your law firm website contact forms.
- Generate meaningful metrics to guide your practice.