What’s Next?
Some Money or More Money
Now you need to decide if you are going to invest in building a law firm CRM System. There are many, many options. We will discuss a few to keep your head from spinning and your checkbook from crying.
Platforms like Keap (Infusionsoft) and ContactEase (built specifically for professional service firms) will cost you some money. Still, the options of what you can do with this information are endless. Features include automation, integration, and tech support. These options are best if you are a die-hard marketer or have someone to handle your marketing.
Free or Almost Free You can continue to house your information in Excel – but make sure to update activities accordingly. Tools like Zapier can help with this! If most, or all, of your outreach, will be via email, services like MailChimp or Constant Contact may be enough for now. These programs will allow you to send email campaigns to your audience and track who opens and engages with the content. You can create tags for clients who should receive certain news or alerts, so you are never "spamming" anyone. If you want to try out a CRM platform for free, give HubSpot a look. The free version offers decent functionality, and you can customize it as needed.
The key to having a successful CRM is keeping the information up-to-date and tracking how you connect with the people. So, kudos if you have one. If you don’t, building a law firm CRM is a wise investment. Have a question, contact us!
