CRM for Legal

Law firms are increasingly seeing the benefits of building a shared database of both clients and prospects across the firm in order to cross-sell, up-sell and build better insight into their clients needs and desires.

This extends beyond their client base and into their various marketing channels. The mix of spreadsheets and personalised contact lists has traditionally hindered growth and meant the firm is unable to react quickly to opportunities.

A good legal CRM software strategy enables the firm to market itself effectively so that it is able to find more clients and build a loyal client base. SouthwestCRM works with law firms to produce an effective legal CRM strategy that is supported by a flexible software solution called SugarCRM Professional.

Benefits include:

• A fast and easy to use way to capture communication with prospects and clients
• A straightforward way to refer opportunities to other partners
• A marketing system to enable the marketing department to collate and use information to keep in touch with their target audience
• A referral system to keep track of referrals into and out of the firm

If your firm is interested in speaking with us about your own specific legal CRM needs please contact us on either our London number (0207 060 3579) or West Country number (0845 686 2468).