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CRM

Our design ensures all data to be analyzed from different angles in real-time, and increases the cross-selling opportunities.

MATTEROOM Product
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Tracking Anytime
& Anywhere

This notification framework not only sends emails but popular social collaboration networks are connected to help professionals avoid missing any critical updates.

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Cross-selling conversation in Teams

Cross-selling via Chat

Our CRM helps firms track internal referrals. He/she will automatically be set as a client management in New Matter Intake in MATTEROOM Practice Management. Most excitingly, MATTEROOM Bot auto creates a chat group for the team to better collaborate.

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Explore MATTEROOM CRM Now

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