Dec 20, 2024

Streamline Your Client Intake with Law Firm CRM

We understand that the client intake process is crucial for law firms. It is the first point of contact, providing an opportunity to understand a client’s needs and take up potential matters. A well-managed intake process not only improves efficiency but also plays a pivotal role in lead qualification and data capturing. This is where...

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Apr 9, 2024

How To Create And Log Calls In Zoho CRM?

When it's about managing customer relationships, Zoho CRM can be considered a powerful tool for a business to manage its interactions. Among various capabilities, being able to Create and Log...

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