DBC Partners

Advanced CRM + Seminar Workflow SET

CRM Workflow

Follow-up with prospects, track referral sources and ROI for paid advertising.

Webform for initial inquiries

Conflict check & reporting

Track follow-up, appointment status and client questionnaires

Reports on inquiry to engagement by practice area, fee amount, attorney, referral sources & marketing activities (paid advertising)

Document & email templates for confirmations

Seminar Workflow

Track attendee registration, results from each event and follow-up for each attendee.

Register attendees by event and gather useful marketing data for each attendee.

Track results by attendee for each seminar

Track follow-up for each attendee

Attendee Mailing and attendance lists

Track return on investment for paid advertising related to each Seminar

Confirmation email and document templates

Marketing Campaigns & Activities and Referral Source workflows are included with CRM and/or Seminar to provide comprehensive marketing reports

(The CRM & Seminar workflows may be purchased separately)

Use the contact form to request more information and pricing.