CRM is an abbreviation for Customer Relationship Management, In a traditional sense, a CRM platform helps organizations manage relationships with customers, from the sales process, all the way through onboarding and beyond. This process is no less important for law firms. There are typically many steps between the response to an advertisement and the first billable consultation with a new client. MONESQ has designed an intuitive CRM/Customer Lead feature that allows you to build your own sales pipeline and track status - streamlining your sales and onboarding process and helping you ensure no one falls between the cracks.
With MONESQ CRM Lead Contacts, you can add new prospective clients, create folders for them automatically, move them from point to point in your sales pipeline, and even initiate an agreement for e-signature when you're ready! You can set appointments with prospective clients, store files, view all emails from your lead contacts in one place, and even document where leads come from, so you can place your advertising budget where you're getting the best response!
Creating a calendar event with a lead
Create a document for eSignature
Archiving and viewing archived leads
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