Pro is a DNA
A client-centric CRM simplifies the complex process into only two stages. First, it tracks all customer/contact activities incorporating billing information, like payment terms & discount levels to determine each customer's behavior. Secondly, it tracks profits and other financial contributions to present your customer value digitally. Matteroom’s CRM uses the same backend as Practice Management. This design ensures all data can be analyzed from different angles in real-time which can increase the cross-selling opportunities in large size firms as well.
Tracking Anytime & Anywhere
The CRM Dashboard shows the latest activities, customer interactions, user comments, and ratings in real-time. This notification framework not only sends emails, but popular social collaboration networks are connected to help professionals avoid missing any critical updates.
There is a Robot that tracks all intervals of all user activities according to various schedules to push notifications to a user or a chat group to effectively collaborate.
In Matteroom, you can easily manage your current & potential clients by recording interactions such as meetings, e-mails, training, etc., and Matteroom provides strict permission control on a team/firm level.
Cross-selling Across The Firm
We understand how important it is that a firm can serve all of a client’s needs in multiple practice areas.
Matteroom CRM helps the partners determine and record all of the clients’ needs to exercise cross-selling different services when the opportunity arises.
Our CRM helps law firms track internal referrals. He/she will automatically be set as a client resource lawyer in New Matter Intake in Matteroom Practice Management.