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.