Follow-up with prospects, track referral sources and ROI for paid advertising.
Track follow-up & appointment status
Follow-up system for engagement agreements
Reports on engagement by practice area, fee amount, attorney & referral sources
Report on number of inquiries to appointment
Report on conversions from appointment to engagement
Report on dollar amount by referral source, practice area and attorney
Document & email templates for confirmations
The CRM workflow is installed with workflows for Marketing Campaigns & Activities and Referral Sources to provide comprehensive marketing reports and ROI across your Actionstep system.
Use the contact form to request more information and pricing.