The observe administration firm CosmoLex has added a brand new shopper relationship administration module to its all-in-one platform with the discharge of CosmoLex CRM.
The brand new CRM module is designed to allow regulation corporations to handle, observe, and talk with potential shoppers; automate consumption workflows; and supply reporting to assist higher analyze advertising campaigns.
The module consists of options equivalent to direct textual content and video messaging with potential shoppers, the power to ship e-signature requests through textual content and electronic mail, and the power to automate and customise lead-management workflows.
When leads convert to shoppers, the entire contact and matter data and paperwork they’ve offered are carried over into the observe administration system, along with any notes and communication information.
The CRM module requires an extra subscription past the month-to-month price of the observe administration platform, however not all customers in a agency are more likely to want the CRM module.
Handle and Message Leads
On Friday, Erica Birstler, vice chairman, product communications, at CosmoLex, walked me by way of an indication of the brand new module.
For individuals who buy the module, it seems instantly with the CosmoLex utility as a dashboard the place customers can handle all leads and entry all of the module’s options.
Inside the module, an inbox reveals a listing of all leads. Click on on anyone to see all the data that has been or could possibly be collected in regards to the lead, together with data equivalent to case sort, advertising supply or advert marketing campaign, and standing.
Different options throughout the module embody:
Textual content and video messaging. Ship personalised textual content and video messages to any shopper or prospect. This consists of the power to ship e-signature requests through textual content. Textual content messaging is at the moment accessible solely throughout the CRM module, however CosmoLex plans to quickly add it throughout the observe administration platform as properly.
Custom-made on-line consumption types. Customers can construct consumption types for any observe space or case sort with customized fields and branding. This consists of the power to make use of conditional formatting, in order that a solution can set off extra fields. The conditional fields may also be used to set off actions, equivalent to to set off a rejection electronic mail if a solution disqualifies a lead.
Paperwork and signatures. Paperwork equivalent to retainer agreements might be ship instantly from the module for signatures after which are securely saved inside CosmoLex. If the lead converts to a shopper, any paperwork saved throughout the CRM module are robotically moved over to CosmoLex, in addition to to some other built-in doc storage system, equivalent to OneDrive or Google Drive.
Automated workflows. Created automated advertising workflows. This consists of the power to set key dates and occasions for particular kinds of circumstances or for all circumstances. For instance, the automation might say that when a case standing adjustments in a sure manner, a selected electronic mail is shipped to the shopper.
Normal and customized experiences. Monitor contacts and conversions and examine experiences of productiveness, case metrics and different data. CosmoLex CRM comes with greater than a dozen built-in experiences, equivalent to consumption efficiency, lead conversions, advertising sources ROI, and name quantity. However clients may also create customized experiences just by selecting and selecting from amongst accessible fields.
Textual content messaging campaigns. Construct textual content message campaigns that may be despatched to a number of recipients.
E-mail drip campaigns. Create automated electronic mail drip campaigns that ship personalised messages to a number of contacts.
The per-user price of the CRM module is $49 a month if bought yearly or $59 month-to-month, with a three-user minimal required (so a complete of $147 if annual and $177 if month-to-month). As famous above, not everybody in a agency will want entry to the CRM module, so if a agency has, say, 10 CosmoLex customers, perhaps solely three want entry to CRM.
This price is on prime of the CosmoLex subscription, which is $89 a month if bought yearly or $99 month-to-month.
CosmoLex is an all-in-one observe administration platform that features enterprise and belief accounting, billing and funds, and file sharing and e-signatures, together with customary observe administration options for managing issues and paperwork.
It’s owned by ProfitSolv, which additionally owns the authorized and accounting observe administration merchandise Rocket Matter, Tabs3, TimeSolv and Mango.