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Description
Clatos CRM offers comprehensive general-purpose and specialized solutions all in one platform. It helps you better understand your target audience and discover innovative ways to engage with them. With Clatos CRM, you can align your marketing, sales, and support teams using a unified customer database. This integration can lead to a 25% increase in sales efficiency. Recognized as the top CRM for its exceptional services and user-friendly interface, it connects sales, service, marketing, commerce, and IT to create personalized customer experiences. The platform allows for swift planning and execution, yielding a high return on investment. You can monitor all leads in a single location, making it easy to track their progress. Automated lead import from emails, note-taking, proposal generation, and quick file attachments streamline your workflow. Additionally, you can craft professional and visually appealing invoices, send them to clients instantly, and even set up recurring invoices. You can compose emails from scratch or select from pre-designed templates that automatically populate essential contact information, and seamlessly attach documents from the CRM's document management system for added efficiency. Overall, Clatos CRM provides a holistic approach to managing customer relationships, ensuring your business operates smoothly and effectively.
Description
Many legal firms operate with a chaotic mix of spreadsheets and various supporting materials scattered across emails, printed documents, or shared drives. PartUs consolidates this information into a structured, easily shareable format. It allows for the rapid creation of standard family law worksheets, such as property division, significantly reducing the time spent on these tasks. You also have the option to invite accountants or other experts to assist in drafting or reviewing the worksheets, all within a unified platform. Additionally, PartUs enables you to electronically link documents directly to specific line items in a worksheet, streamlining the process. To enhance collaboration, clients can also be invited to upload their documents, making it even more efficient. With just a single click, you can share any necessary information, and the opposing counsel will receive access to the worksheet along with a neatly organized compilation of the supporting documents for download. This seamless integration of features not only simplifies the workflow but also fosters better communication among all parties involved.
API Access
Has API
API Access
Has API
Integrations
WhatsApp
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$79 per case
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
Dunes Factory
Founded
2009
Country
India
Website
clatos.com
Vendor Details
Company Name
PartUs
Founded
2017
Country
United States
Website
www.partus.com
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
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
