A customer relationship management (CRM) system is a software application or tool that helps businesses manage and track their interactions with customers. CRMs can be used to track customer data, manage sales pipelines, and provide customer service. For lawyers, a CRM can be a valuable tool for managing client relationships, tracking cases, and generating leads.
There are many different CRM systems available on the market, so it is important to choose one that is right for your firm. Some of the most popular CRM systems for lawyers include Clio, MyCase, and Salesforce. These systems offer a variety of features that can help lawyers manage their practices more efficiently, including: