What Is a CRM?

  • Updated
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.

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