MOST SMALL TO MID SIZE FIRMS HAVE A HARD TIME ATTRACTING NEW CLIENTS DUE TO THE LACK OF TOOLS NEEDED TO DIFFERENTIATE THEMSELVES FROM THE REST OF THE OTHER FIRMS.
THE TOOLS THAT ARE AVAILABLE TODAY ARE DIFFICULT TO USE AND CAN BE VERY INTIMIDATING.
INTAKE360 OFFERS AN EASY TO USE SOLUTION THAT WILL HELP YOUR FIRM BUILD MEANINGFUL RELATIONSHIPS WITH CONTACTS YOU COME ACROSS.
Intake360 allows you to store as many contacts as you'd like and effectively manage them.
Easily view historical communications activities to see what methods have been effective.
Easily assign specific task to other team members to ensure they actively engage with contacts.
Use the built-in calendar to remind yourself to follow up with contacts on special days or anniversaries.
Run reports that will help you identify where your leads and referrals are coming from
Understanding a client's revenue potential can help you prioritize your marketing outreach.
We're located in sunny San Diego, CA
The main difference is we're truly a customer relationship management tool. We're focused on providing law firms the tools needed to build long term relationships with their clients before and after a matter is open or closed. Practice management software mainly focuses on helping the firm manage their client's matters and activities associated with those matters.
Absolutely not. We give you the option to subscribe on a month-to-month basis or on an annual basis. Either way, you still get a 15 day free trial to see if you like it or not. We're hoping you do of course.
You'd be surprised on how easy intake360 is to use. If you understand the basics of software you shouldn't have any issues picking this up in a few days. If you're still stuck, give us a shout and we'll assist you as you get comfortable.
The main reason businesses need or use CRM is to make sure they maximize every opportunity they can to attract new clients. CRMs give businesses the tools needed to remind them of upcoming birthdays, special promos, anniversaries, holidays and many other reasons to say hello. You'd be surprised how effective one hello email is when you need a reason to reach out.
Simply reach out to us at firstname.lastname@example.org and let us know what area your struggling with in the email. One of our highly skilled trainer will respond and coordinate the training session.
Have no fears. Your data is safe and will always be stored in our US data centers.
12 Months Paid in Full - $99 Activation Fee Required
Pay Month to Month - $99 Activation Fee Required