LEGALCOPS CUSTOMER RELATIONSHIP MANAGEMENT OVERVIEW
Legacops is an awesome platform that is helping our clients to get their business to the next level. legalcops CRM is a self hosted Customer Relationship Management platform, that is helping our professionals and customers to help improve business, communication performance at the same time.
The CRMs focus on customers and with a powerful support system that helps us track and resolve issues quickly via the integrated ticket system and customer reminders.
legalcops CRM has many features designed to fit many applications. Read more about the features below and try to see how CRM can help our succeed: -
Easily manage our customers and contacts, create multiple contacts for our customers and set proper permissions.
Customer’s area is fully separated from the admin area. Clients have their own client portal with all financial data from our company presented in clear view.
Legalcops CRM allows us to keep in track our invoices, items and generate reports. Add or set up customer currency. Invoice with different tax based on item.
Create recurring invoices that will be re-created automatically without us lifting a finger, based on the specified period for the recurring invoice. The period time could be days, weeks, months or years.
Creating recurring expenses, Set up a recurring expense and the expense will automatically be re-created after the specified period. The period time could be days, weeks, months or years
Create estimates within a minute, sent to our customers and wait to accept, add notes for organization for our next actions, create reminders. Ability to auto convert the estimate to invoice after customer accepts.
Create good looking proposals for leads or customers and increase our sales. Receive notification when proposal is accepted / declined and auto sends thank you email to your customer after accepting the proposal. Proposal overdue notice before X days is also available in this tool.
Receive payments from payment gateway. We have implemented payment gateways that are available with this legalcops CRM.
Manage work/project and track time spent on projects for each member. Record project expenses and invoices and bill our clients faster. Professional Chart included for each project and staff member.
Create milestones for our work/projects and track time spent based on milestones. Ability to Drag and Drop tasks between milestones
Leads or potential clients are a really important part to any company as for us as well. Our company is trying everyday to get new leads, very lot of potential client’s call/message/WhatsApp and ask for specific services that our company serves and then sometimes this is forgotten. With our CRM we will never forget our potential clients and will be able to manage all of them in one place.
Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize our leads in stages and change stages easily with drag and drop. Ability to auto import leads from emails and web to lead forms, import leads from .CSV file included.
Web to Lead Forms
Create unlimited web to lead forms and inject in your landing page or website. This feature allows you to import leads into the legalcops CRM from form. Use the web to lead forms to gather potential clients information, allow them to request quotes directly from our website.
We can add new contracts based on our clients. Adding contracts is very simple, we can set start date and end date and have a clear view of all our company contracts in one place.
You would not need any more to search in our desk documents. Create PDF contracts and send to our customers from CRM. Contract overdue reminders available
Great support ticket system with auto response, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Feature for auto importing tickets via Email Forwarder/IMAP method included. Let our customer reply and create new tickets via email, without accessing the client portal.
Assign our members to specific departments and the ability to auto import tickets by department email.
Custom fields can store extra information for customers, leads, tickets, invoices, comapany, estimates and more.
Setup member/staff reminders for members with ability to notify by email and built-in. Reminders are available for important features.
Create private or public events. Receive notification when an event is coming built-in and email.
Setup predefined email templates from text editor. Merge fields available and multi language options available.
Staff Roles & Permissions
We can give member/staff specific permissions on what they can do or can’t do. Role permissions can be overridden for each staff member.
Setup goals and tracking achievements, we can use the Goals Tracking feature to keep sales goals in mind.
Personal To-do List
Every staff member can have their own personal to-do dashboard which will allow our member to easily organize their work.
Manage all our members from one place.
Company News Feed
Share great company events; upload documents, easy employee’s communications.
Assign task to multiple employees, add task followers, task comments allowed, task attachments. Link tasks too many with CRM features and stay organized.
Create tasks that will be auto created for a given period.
Create surveys with one click. Send to staff, leads, clients or manually created mail lists. Increase customer retention via built-in Surveys.
Sales > Expenses Report > Reports by customer > Custom date picker > Leads Conversions Knowledge base articles (Track if your article is useful to clients, improve text based on votes)
Add knowledge base articles from the text editor. “Did you find this article useful?” vote included in client’s area
Upload files in the media library. Each member that is not admin has their own folder for uploading files.
Auto Backup Database
Setup auto backup database each X days to prevent losing your important data
Sensitive data is encrypted
The CRM encrypts all sensitive data in the database with a unique encryption key. Encryption performed on email passwords, API keys, API passwords etc..
Google reCaptcha available for admin login, customer login and customer register area.
Track all staff activity. Adding new items, creating, deleting