CRM for a legal company
Important is:
The call center staff:
1 . Control of requests and customer records
2nd Analysis of efficiency of work
The department (as well as its departments)
(in particular to each employee)
Three Automatic calculation of wages
4 . Control of calls
For the lawyers:
1 . Calendar of arrivals of customers to the office
2nd Creating a “contract” with the customer
Automatic calculation of wages of lawyers
4 . Calendar of calls, add-ons and sales
I have an example of CRM, which was connected earlier. I will discuss more in detail at LS. Provided by price. The deadlines are discussed.
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444 2 0 Good day Paul!
I recommend setting to your needs KeepinCRM. He has implemented more than 30 projects on KeepinCRM with similar technical tasks.
I set the necessary roofs, stages of work with ice and customers
Additionally, I will propose and recommend triggers and validation for process automation.
If necessary, I will integrate with the site.
I correctly set the financial account.
I import and set up a customer base.
I create templates of accounts, accounts, acts, contracts and other necessary documents - with a logo, signature and stamp.
… After setting up, I will record a comprehensive video tutorial about working with your KeepinCRM portal and learn how to use analytics.
Please write in person, I will be glad to introduce the CRM system for your company! and :)
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307 1 0 Good day !
Created with CRM OneBox
All 2 wheels are set for call center employees and lawyers with all the points mentioned.
High functionality and flexible settings system.
The possibility of automatic forming of all necessary documents.
Automatic pay calculation based on KPI.
Write me in personal messages I will give you access to the demo version https://demo.1b.app/desktop/
Prices for the OneBox CRM:
Free up to 1000 mg
… Each of the following 1000 mgb is 1.99 U.E.
Tarification for the user without limitation for mgb - 25 UAH. in the month
More details on my website https://olmonic.com.ua/price/
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