Average Ratings 2 Ratings

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ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Customer Relationship Management (CRM) is an analytical approach aimed at enhancing a business's engagement with both current and potential customers, ultimately leading to increased sales. CRM software is essential for organizations as it equips them with systematically organized insights into their clients' purchasing patterns and preferences, allowing for informed predictions and strategic future planning to enhance business opportunities. In the energy sector, CRM proves to be particularly beneficial, assisting companies in maximizing revenue through centralized contact management and lead tracking, as well as providing a cloud-based database and financial oversight through our sophisticated tools. By leveraging these capabilities, businesses can effectively streamline their operations and foster stronger customer relationships.

Description

THEO is a comprehensive law firm management software designed to enhance and automate all operations that typically involve tedious manual tasks. As one of the leading legal software solutions available, THEO facilitates client management, matter management and updates, court diary management, business intelligence reporting, GST processing, and various other functions. By handling the monotonous aspects of legal practice, THEO allows you to concentrate your efforts on what truly matters—serving your clients effectively. Simply sign up for a free demo to explore how THEO can elevate your law firm to greater heights. Additionally, THEO efficiently stores client matter history along with contact details, enabling users to easily access information by entering a name or part of it, or even a contact number. This feature proves invaluable for managing extensive paper files, as THEO allows for seamless storage, retrieval, and sharing of documents with just a click of a button. Ultimately, adopting THEO can significantly improve the operational efficiency of your law firm.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Boolment Software Development

Founded

2017

Country

India

Website

www.boolment.com

Vendor Details

Company Name

CFCS

Founded

2000

Country

India

Website

www.cfcs.co.in/theo-law-firm-managment-software.html

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

Enterprise Legal Management (ELM)

Contract Lifecycle Management
Document Management
Legal Automation
Legal Spend Management
Legal e-Billing
Matter Management
Reporting / Analytics
eDiscovery

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

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