ContactManager
Find your way within your contacts. Always.
Details
ContactManager stands out as the preferred CRM system among legal professionals, and for good reason. It facilitates rapid setup of business development and marketing campaigns, empowering you to manage relationships and boost client loyalty effortlessly. This versatile tool seamlessly integrates with your practice software, eliminating frustrations around tasks like Christmas cards and email marketing lists. Giving you valuable insights into your clients’ needs, cultivating a positive image, and unlocking new market opportunities.
Create. Save. Share. Find. Manage.
A few indispensable features.
Create.
Relevant contact information created quickly
Effortlessly add new contacts for clients, prospects, and key individuals. Seamlessly include pertinent details like contact information, industry, and interests.
Save.
Store the right info in the right place
Centralize all client communications and interactions in a single location. Archive emails, notes, and documents, and associate them with the relevant contact person or organization efficiently.
Share.
Work together to maximize client retention
Collaborate with colleagues in the office by sharing crucial information and updates. Work together on business development strategies and exchange insights about clients and prospects.
Find.
At a glance, all information at your fingertips
Access everything you need in an instant. Utilize our advanced search features to quickly locate contacts and important details with lightning-fast speed. Available anytime, anywhere, including on-the-go convenience.
Manage.
Work within one ultimate control center
Maintain full control. Effortlessly oversee every aspect of the customer journey. Record activities, schedule strategic follow-ups, and seize every opportunity without fail.
Why get started tomorrow?
A few good reasons.
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Centralize relationship management with an integrated CRM system.
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Drive revenue growth through targeted business development initiatives.
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Enhance efficiency with streamlined processes via financial and document management system integration.
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Optimize customer relationships using an activity module for comprehensive relationship management.
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Maintain data integrity with a robust deduplication module.
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Simplify marketing campaigns, such as annual Christmas cards, for seamless execution.
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Easily set up and deploy email campaigns to specific target groups.
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Enhance engagement by personalizing messages.
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Monitor all marketing activities within a unified system.
Links
Say goodbye to duplication.
ContactManager seamlessly integrates with databases like the Chamber of Commerce, zip code databases, and legal financial and document management systems including Elite, Aderant, NEXTmatters, FORTUNA, CClaw, Fidura, and Legalsense. Eliminate double entry and errors with these intelligent connections, ensuring a streamlined workflow without complications.
E-mail marketing
Let's make marketing magic.
Harness the power of email marketing for reaching (potential) clients in a measurable manner. Develop email messages, design templates, automate campaigns, and access detailed reports for analysis. ContactManager seamlessly integrates with leading email marketing solutions like Spotler, Campaign Monitor, Azavista, and MailChimp, ensuring maximum Return on Investment from every marketing campaign.
