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Very few people have tried them and changed their mind. We explain to you concretely what CRMs are, how they can be useful to you and which ones are made for you.
What is a CRM?
Customer Relationship Management,” Customer relationship management ” in French. It is a tool that consists in storing, centralizing information and sharing with whomever you want all the information collected on your customers, prospects, targets,... With the aim of managing and planning interactions. A CRM makes your life easier in managing your contacts, following up on your prospects, automating your sales and marketing process, analyzing your sales performance, customer support, etc.
Have a CRM as a lawyer
For your customers and prospects
Each customer expects quality services, responsiveness from you and to feel valued. A CRM is the history of your conversations and all interactions between the client and the firm. A CRM is no customers on the side, no omissions, so no email “did we say what?” , lRespecting deadlines, a personalized service for each client and the results of satisfied and loyal customers.
Register your prospects on your CRMs, manually or automatically. This allows you to follow potential opportunities. Direct your prospects to the services they need, keep their prospects warm, avoid losing or forgetting them to maximize the development potential of your customers.
Secure your data
A good CRM allows you to store your data in a secure and reliable space (more than an Excel file lost on your computer anyway). Using a CRM will allow you to ensure compliance with official regulations (RGPD for example).
For your partners and collaborators
Centralize all information in one place and make it accessible by the people you want live, it's hours and hours of discussion saved where you explain to Untel the current status of the file. A CRM will greatly improve the efficiency of operations. The CRM will allow you to monitor clients and their related activities, manage tasks and deadlines, and allow all members of the firm to better manage their working time. With that, you'll spend more time discussing each other's weekends rather than files.
Analyze the results
Often forgotten and unexploited (us the first), some CRMs also allow you toanalyze the data. Create detailed dashboards, analytical charts on all the information collected for identify trends, dysfunctions, and opportunities.
Which CRM should I choose for my law firm?
Before choosing your CRM, ask yourself the right questions.
What are my needs?
You need a CRM to do business development, attract new customers by carrying out marketing and sales actions... Rather a CRM to facilitate access to information and the sharing of data with your associates and collaborators... Or a CRM to manage the relationship with customers, highlight customers who need to be contacted again or deserve particular attention, automate reminders to customers or prospects, point out those who are inactive... Or finally a CRM to analyze your results and malfunctions, obtain reports, have detailed dashboards to provide concrete answers.
A good CRM generally meets all of these points, but some are more or less specialized. It is therefore important for you to define what your real needs and your shortcomings are in order to choose the right CRM.
What is my budget?
Today, there are CRMs that are completely free, but which will limit your possibilities. The cost is very often established according to the number of options that the tool makes available to you and according to the number of users on the platform. Try to calculate how much time you would save owning a CRM and the benefits it would bring you, then compare that time and benefits to the price it costs you. If not, start with free versions and gradually improve the options you subscribe to. From experience, you adhere to the tool very quickly and rarely go backwards.
Is it compatible with the tools I use?
Your CRM should be connected to the tools you use. Integrating your CRM into your organization's ecosystem will allow you to save a lot of time and the automation of a large number of your tasks, such as your mailbox, your agenda, billing software,...
A CRM adapted to the size of my structure?
It is not necessarily necessary to have a CRM if you are alone or in a small structure with a limited customer base. A good ERP, a well-written Notion or Excel file can suffice (provided you are well organized). But don't make me say what I didn't say, a CRM can still be very useful to you! However, there is no need to pay for a CRM with lots of options adapted to large structures, a simple free or low-cost CRM is more than enough. On the other hand, if your structure is large or destined to grow, anticipate and take a CRM capable of meeting the evolution of your needs.
Safety?
Even more so for a profession like that of a lawyer, your CRM must protect your customers' information. Ensure that the CRM complies with data privacy regulations.
The best CRMs for law firms
General CRMs
Brevo - A French one to start with, yes Brevo is not only used to send emails, it can also be a CRM. IIdeal for individual lawyers who don't want to mess around with a complex tool. A free version is available and additional features are offered to attractive prices. However, it does not offer customized reporting and can quickly show its limitations if your team grows.
Axonaut - Another French CRM and a complete companion for small and medium-sized practices, All in one CRM, billing and accounting. A tool that is very easy to use with an interface that promises a good user experience. The software offers a tVery good monitoring of KPIs (performance indicators) intuitively. And for those who are worried about being abandoned or lost once on the software, Axonaut has a team based in France offering quality and responsive customer service. Small downside, there is no no free version but a free trial is proposed in order to be sure to get started on it.
Pipedrive - A rather oriented tool for sellers who want to increase their turnover. Ideal for individual lawyers or small firms who want to organize their “sales” process. Pipedrive allows for excellent follow-up of prospects and sales forecasting. The interface is relatively easy to use. There is no no free version, but the monthly cost is very affordable And a free trial is possible. The tool is designed for salespeople and we feel it, if the priority objective is not the commercial development, the CRM is not what you need.
Salesforce - The global leader and CRM Ultra complete. Adapts to the size of your business so perfect for large or very large firms. The tool offers you all the basic services of a CRM with extensive customization via Einstein Analytics and AppExchange. Sales, Marketing, Customer Relationship, Security modules... You won't miss anything. Very easily integrated with a huge number of other applications. A bit complex to handle, it will take time to get familiar with the tool. It is also a bit expensive and unclear in terms of price, but in exchange for personalization that meets expectations.
Hubspot CRM - Broad functional coverage for any type of office or individual. Very inbound marketing oriented, This does not prevent it from being ultra-comprehensive and offering broad services by integrating marketing, sales and customer service. Like Salesforce, the tool integrates with a lot of tools. Much appreciated for its free version, but quickly limited. An impressive number of paid modules that can enormously enrich your CRM, but at significant costs.
Specialists for law firms
Diapaz - A web software, 100% French, designed exclusively for the profession of lawyer, the Diapaz software natively integrates a complete and flexible range of functionalities to adapt to all the organizations and specialties of the firms. It brings together all the tools necessary for office management And at the production all in one place. Diapaz limits retyping, facilitates teamwork and improves the quality of services for your customers. Particularly appreciated by firms wishing to boost their growth for its efficient and reliable reporting module.
The pluses: without installation, without commitment, compatible MAC and PC and synchronized with your Microsoft tools. And above all, even though we often put it aside, they guarantee the security of your data : triple certification on the subject, solid (ISO 20000, ISO 27001 and ISO 27018). See our article on Basis of cybersecurity for firms here!
Secib - Also very complete, a multitude of modules to make your life easier! All with an extremely intuitive interface. Secib focuses on quality of its reports and the analysis of your performances, ideal for commercial development. Access to a demo is available, then a price on quotation adapted to your needs will then be communicated to you.
Jarvis Legal - One more complete tool, offering you the vast majority of the essentials for managing your practice. JarvisLegal focuses on its IA built-in that will automate a number of important tasks for you. A demo is also available and prices are displayed with 4 offers proposed allowing you to adapt them to your needs. Prices range from €35 per month and per user at €135 for all the modules included.
Kleos - The effective CRM for manage your customer relationships and your invoicing. The tool integrates very easily with a multitude of other applications, including the MS Office & Outlook suite. And all in one very attractive price for a specialized lawyer CRM: €69 per month and per user.
