Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

Description

Corefactors AI CRM, a RevOps-enabled CRM, is designed to help businesses break down silos and automate revenue operations. This includes sales, marketing, support, and success. Key features include lead management, Inbuilt cloud telephone, Marketing Automation across multiple channels and Pipeline Management, Robust ticketing system, Task Management, and AI Powered alert/triggers. These features will help you make informed decisions and grow faster. Sales Box is a cloud-based RevOps-enabled sales CRM that uses AI. It was designed to automate sales processes for businesses. You can now manage leads effortlessly and efficiently at scale, without missing any opportunities. Powerful dashboards that use AI-based predictive lead scoring to help sales teams prioritize and predict future sales.

Description

Efficient lead management tailored for law firms enables a clearer understanding of lead origins. Streamline your marketing strategies for optimal results while enhancing profits without additional expenditures. Measure the return on investment for all advertising campaigns and keep a close eye on the performance of every lead. Assess success rates across various attorneys and intake personnel. Lead Docket offers unique tools absent from traditional case management systems, facilitating prompt follow-ups to boost conversion rates. Stop relying on your email inbox to manage leads; instead, consolidate every lead from diverse sources into a single platform to prevent any from slipping away. This system was designed in partnership with leading attorneys and legal marketing specialists. With functionalities for searching, sorting, filtering, duplicate checks, tagging, and importing, you can effectively oversee your leads. Monitor both incoming and outgoing referrals, and optionally share lead information with referral partners via email. Task assignments are automatically generated to guarantee that no lead ever falls through the cracks, ensuring that your practice remains efficient and effective in its outreach efforts. Ultimately, this comprehensive approach to lead management empowers law firms to optimize their client acquisition strategies and maximize their success potential.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

8am CasePeer No 
Alert Communications No 
ApexChat No 
Assembly Trialworks No 
Chat Agents No 
Freshdesk Yes 
Gallabox Yes 
Keap No 
Lexamica No 
Mailchimp No 
Neodeluxe No 
Ngage Live Chat No 
PracticePanther Law Practice Software No 
Prevail Case Management System No 
Smith.ai No 
Twilio No 
WordPress No 
Zapier No 

Integrations

8am CasePeer Yes 
Alert Communications Yes 
ApexChat Yes 
Assembly Trialworks Yes 
Chat Agents Yes 
Freshdesk No 
Gallabox No 
Keap Yes 
Lexamica Yes 
Mailchimp Yes 
Neodeluxe Yes 
Ngage Live Chat Yes 
PracticePanther Law Practice Software Yes 
Prevail Case Management System Yes 
Smith.ai Yes 
Twilio Yes 
WordPress Yes 
Zapier Yes 

Pricing Details

$8.99/month
All prices billed annually per user
Free Trial Yes 
Free Version No 

Pricing Details

$125.00 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Corefactors

Founded

2013

Country

India

Website

www.corefactors.ai/

Vendor Details

Company Name

Lead Docket

Founded

2014

Country

United States

Website

leaddocket.com

Product Features

Campaign Management

Channel Management Yes 
Contact Database Yes 
Email Marketing Yes 
Event Triggered Actions No 
Lead Management Yes 
Multi-Campaign Yes 

CRM

Calendar/Reminder System No 
Call Logging Yes 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Lead Capture

Business Card / Badge Scanning No 
Dashboard No 
Data Extraction No 
Lead Distribution No 
Lead Notifications No 
Lead Nurturing No 
Lead Qualification No 
Lead Scoring No 
Online Forms No 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution No 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking Yes 

Revenue Operations

AI Insights No 
Account Health Dashboard No 
Automatic CRM Updates No 
Contact / Activity Tracking No 
RevOps Automation Yes 
Revenue Dashboard Yes 
Revenue Intelligence / Reporting No 
Sales Analytics Yes 
Sales Forecasting Yes 
Third-Party Data Aggregation No 

Product Features

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Alternatives

Alternatives

HubSpot CRM Reviews

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