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CRM

Our design ensures that all data can be analyzed from multiple angles in real time, increasing cross-selling opportunities.

MATTEROOM Product
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Tracking Anytime
& Anywhere

This notification framework not only sends emails but also integrates with popular social collaboration networks, helping 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. The referring attorney is automatically assigned as the client manager during New Matter Intake in MATTEROOM Practice Management. Most excitingly, MATTEROOM Bot automatically creates a chat group for the team to collaborate more effectively.

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Explore MATTEROOM CRM Now

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