DBC Partners

CRM (Prospecting) Workflow

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

Track follow-up & appointment status

Track questionnaires

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.