Now there is. Introducing our Starter Legal CRM Package!
Today, businesses who are reliant on client sales understand just how important it is to have the right sales tools and systems in place, to ensure their success.
That’s where Customer Relationship Management (CRM) software comes in, meaning that you don’t have to switch between tools for essential sales activities.
One CRM however, doesn’t fit all businesses. The key is to select the software that’s right for the way your business works. Choosing the right CRM for your business can dramatically improve productivity, increase sales and heighten customer satisfaction.
Converting a lead into a potential buyer depends on efficient communication with all involved in the sales process. From lead generation to conversion, our CRM ensures you can manage your prospective clients through the entire sales pipeline with complete ease.
So, what’s so different about our CRM package versus an off the shelf system?
Our Legal CRM is unique and has been designed solely for Will Writers, Estate Planning professionals and Private Client Solicitors as a business management tool. It is bespoke to Countrywide and has been built by the same team of expert programmers who created both the Countrywide Legacy software and our online order tracking facility. This ensures that the CRM successfully integrates with all of your systems and can offer you a range of features specific to your Estate Planning business.
A 5 Star System…
Here you will find everything you need to manage your prospects, keep track of appointments and events, manage your pipeline and so much more…
How Secure is the site?
Extremely. Our Legal CRM can be accessed through a secure website or via the Countrywide Legacy Software which is held on a secure server in the UK, ensuring that your client’s information is properly protected.
Is the system compliant?
Designed to be fully compliant with both the GDPR & PECR regulations the CRM includes Consent & Opt In information, a TPS list and a Suppression section, so you can be 100% confident that your working practices comply with both regulatory bodies.
How easy is it to access?
You can literally access your Legal CRM wherever, whenever and however you choose. The CRM can be securely accessed using any device and you can still log in whether or not you are able to connect to Wi-Fi via the software, so you need never miss an appointment again!
Check out how you can gain access on the diagram below…
Is it simple to use?
The “simple” answer is YES! Once you log in, everything you want to do is clearly marked for you on the main Dashboard with more tabs available to use in the menu bar. But just to be sure, we have created a short video for you on how to use your CRM. To see how it works click here!
More than just a standard CRM…
We are committed to helping you to grow your business and our programmers continue to work with our in-house experts to further develop the CRM system, to increase both functionality and to meet even more of your requirements.
Sales Pipleine: The CRM contains a sales pipeline which allows you to keep track of the number of prospects you have to call, the total estimated prospect value in £s and the number of appointments you have made, ensuring that you stay on target.
Stay Organised: View your calendar and make those appointments to see your prospects through the CRM whilst you’re on the phone to them, or schedule a call back, without the need to change systems.
Compatibility: Your CRM links with both your external calendar and the Legacy software calendar meaning you will never have to duplicate information and you will always be up to date with your appointments and events.
Keep Up To Date: The system adds your new prospects in date order which ensures that you call them in the right order and don’t allow prospects to go cold. Client not at home? Simply add a reminder to call them back in your calendar via the CRM.
Referrals: You can even add referrals directly into the CRM through your Software at the point of sale, adding any useful information about the prospect there and then.
Prospect Profile: You can add additional information in the CRM to each prospect which is extremely useful when trying to win the appointment, such as the prospect source, who provided the lead to you and include any relevant notes to refer back to helping you build an instant rapport when contacting the client for the first time.
Quality: You can also grade your prospects using Hot, Warm or Cold and the likelihood of converting them into a client along with their estimated sales value. You can then change the status to either LOST or WON and input the actual value of any sale.
Won Clients: Once you have converted a prospect into a client (WON) you can then send it directly through to the Software. The Legacy Software will now link to the CRM and so should you make any changes to the client’s details going forwards, on either system, they will synchronise with each other and update the other accordingly.
Tracking Cases: You will benefit from daily updates on your live cases being pushed through to your CRM calendar from the Legacy software, automatically. The system tracks and lists payments, software events and those added manually. You can filter which events you want to display at any time.
This is our CRM Starter package and there are many more exciting features to follow, all specifically designed with your legal services business in mind to help you increase both your client bank and profitability, so watch this space…
How do I get it?
Here’s the good news!! This package is absolutely free when you purchase the Professional bundle! So, now would be the perfect time to think about an upgrade.
Happy with the package you’re on?
That’s fine too you haven’t been left out. You can purchase the Legal CRM starter package for just £20 + VAT per month.
For more information, or to purchase your new CRM, contact us TODAY!
T:01926 514 392
E: newentrants@countrywidegroup.co.uk
W: www.countrywidelegacy.co.uk
This article was submitted to be published by Countrywide Tax and Trust Corporation Ltd as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.
