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A CRM (Client Relationship / Case Management) System: CRM helps to manage the
many people-based client, vendor, expert, referral source or business
development relationships. CRM provides note pads relative to every
conversation or communications with the contact. These notes are
date-stamped with the person who recorded the note. Note pads are available
throughout the system. CRM is an extension to the basic email address book
and therefore is very easy to use.
CRM seamlessly integrates data into one
simple-to-use workspace. Attorneys work through CRM in order to easily
manage the many complex, client, matter and people relationships. It
provides full circle reporting of client, matter, financial, contact,
date/event, e-mail, voice mail, user definable fields, mailing lists, and
document/knowledge related information. Mailing lists can be easily produced
using our drop and drag label and envelope printing folder options.
Can include the following
necessary capabilities
| Capabilities |
- Support for outlook, Lotus Notes, MS Office Products
- Unlimited customized fields
- Table-driven validation fields
- Unlimited comments
- Unlimited contacts
- Mailing lists
- Events
- User defined reporting/labels
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