Unlike traditional CRM solutions, Lexis InterAction is built for law firms. So you can transform relationship management and business development.

• Accurate and actionable client insights
• Capture and track key touch points
• Business development activities at-a-glance
• Opportunity and productivity to go
• Access information in real-time, from anywhere
• Make strategic decisions backed by data

Salesforce is the world-leading CRM system, offering a range of cloud-based tools in sales, marketing, apps, analytics, commerce, service, community and IOT. Salseforce allows clients to perform multiple tasks within a proven system.

• Contact management
• Personalised marketing for B2B and B2C
• Connecting communities through resource sharing in the cloud
• Cloud based store and commerce management

ContactEase is a CRM email-automation system created by Cole Valley. It helps businesses acquire and retain clients by ensuring they have access to insights on their terms. Easy to use and reliable having operated for many years.

• Email campaigns with straightforward container organisation
• Re-use and preview emails and templates
• Simple point-and-click image and text editor
• Drag-and-drop layout editing with a range of dynamic snippets
• Multiple form fields enabling you to pick and choose at will
• Allows email testing and sending emails to specific or several people
• Accurate individual and group reports

Intapp CRM provides sector and practice 360-degree intelligence to help partners develop key-client plans, enables business development teams to identify new opportunities, and empowers marketers to deliver events and campaigns with impact.

• Identify and execute on new opportunities and expanded engagements with key clients.
• Deepen your client connections and provide outreach at exactly the right times.
• Create compelling pitches and proposals that highlight firm expertise and capabilities.
• Capture and leverage critical information about your marketing and business development efforts.

Dynamics CRM is Microsoft’s own cloud-based CRM system which helps run your business in a plethora of ways. It gives employees uncomplicated tools to enhance their work resulting in a direct impact on the product.

• State of the art digital sales technology
• A single integrated customer service experience
• Find talent, and experience employee growth with integrated LinkedIn tools
• Personalise customer experience by mixing online and instore retail
• Automated, well-organised project package
• Allows you to gather content for cloud-based marketing
• Employees can view customer insights

OnePlace is a CRM system tailored for professional services that builds client relations through a cloud-based suite of tools and resources. OnePlace is built on Salesforce™ providing a secure platform for clients who need a centralised CRM solution.

• 360-degree client information suite
• Automated event-management suite
• Company profile builder integrated with detailed experience description
• Real-time collaboration and communication with employees and clients
• Highest level of security

If you don’t have a CRM, Vuture provides a secure, centralised location to hold all of your data within Vx.

• GDPR compliant
• Safe and secure
• Real-time data update
• Works with standalone applications
• Full support
• Easy to integrate if you decide on your new CRM

Leaders in CRM & marketing technology for the legal and professional services industries. CRM for the legal and professional services industries. They are on a mission to help clients modernize their sales & marketing function using Sigma CRM technology, expert consulting services, and well-established partnerships.

• Build your data to give you a competitive advantage and win opportunities.
• Focus your efforts with individual and client business plans, tailored messaging and smart cross selling.Know your clients by categorizing them by their topics of interests, historic matters, attended events, subscriptions, golf handicap and much much more.
• Find similarities between fee earners and clients through relationship scoring.
• Target the right firms at the right time for new business and cross selling. Keep your existing client relationships nurtured and well maintained, and ensure that you keep the client even if the primary fee earner leaves the firm.