CRM - Prospecting
Follow prospects from initial inquiry through to their engagement decision.
Follow-up with prospects, track referral sources and ROI for paid advertising.
- Track follow-up & appointment status
- Track questionnaires
- Follow-up system for engagement agreements
- Reports on engagement by practice area, fee amount, attorney & referral sources
- Report on number of inquiries to appointment
- Report on conversions from appointment to engagement
- Report on dollar amount by referral source, practice area and attorney
- Document & email templates for confirmations
* When either the DBC CRM or Seminar workflow is purchased, Referral Sources and Marketing Campaigns & Activities workflows are installed and related to your other workflows at no charge. This gives comprehensive reporting on all your marketing.