Best Legal CRM Software for Windows of 2024

Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today.

PracticePanther, a robust law practice management system that is trusted by thousands of law firms across 35 countries, has been praised for its ability to help firms get more done in fewer hours. PracticePanther combines tools such as communication, billing, CRM, and integrations with top business apps into one platform. Save 50% on your first 2 months by downloading a demo.

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Featuring an intuitive no-code UI builder, a drag-and-drop business process builder, and a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale - addressing both structured and unstructured industry workflows, rich reporting, diverse machine learning use cases, and flexible analytical dashboards. With Creatio, the development effort for such applications is reduced by up to 10 times! Additionally, Creatio provides a marketplace of ready-to-go solutions, connectors, and templates for popular business needs and use cases. The Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.

Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love. With over 100,000 companies spread across 179 countries, sales teams are drawn in by an easy-to-use CRM with a simple yet powerful design that prioritizes ease of use above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with a CRM software that is both agile and powerful. Some Pipedrive top features: · Visual sales pipeline: See your entire sales process at a glance. Update deals by dragging and dropping them into place. Customize it to match your sales cycle. · Team collaboration: Collaborate on deals and activities with colleagues. Share updates on sales operations and wins. · Reporting and dashboards: Get detailed reporting on sales and key activities. Track progress against goals in your dashboard. · Activity reminders: Schedule reminders for all your sales activities. Stay on top of all your deals. Never miss a follow-up. · Segment leads: Filter, categorize, segment and sort leads to create targeted lists for personalized communications.

Act! is the leading provider of all-in-one CRM and Marketing Automation solutions that empower small and midsize businesses to market better, sell more, and create customers for life. Act! Premium accommodates all the unique ways you work, not the other way around, and adapts to any business or industry. Act! Premium is available both on-premises (Act! Premium Desktop) and in the cloud (Act! Premium Cloud). Or, you can leverage a hybrid deployment for maximum flexibility! Plus, you’ll never grow out of Act!, because we offer a portfolio of CRM and marketing automation solutions that can fit your needs at any stage.

Smokeball is your partner to drive your law firm into the future. As the industry’s leading cloud-based legal practice management software, Smokeball empowers you to run your firm specific to your area of law. Our platform gives you all the insights and tools you need to work smarter, not harder: automatic time tracking and invoicing, streamlined workflows for your specific practice area, a library of over 20,000 standard legal forms and documents, and actionable reports that summarize your firm’s activities and highlight areas of opportunity. Learn how to Run Your Best Firm at smokeball.com.

MyCase provides a complete solution for managing your case files. It gives you the tools to improve organization, efficiency, and scale up your firm's operations. MyCase makes it easy to access all your case details, including documents, contacts, emails, tasks and invoices. Mycase.com offers a free trial with no credit card required.

Close is the top CRM for small businesses and startups looking to win more deals in less time. Your team can communicate with prospects or customers in one place using built-in SMS, email, and calling. It's an all-in-one platform that you can use as a standalone tool without the need for any additional sales email tools or calling products. Close is cloud-based and affordable. It's also easy to use and has straight-forward pricing. This makes it a great fit for small and medium-sized businesses. Plans start at $49//month. Close was designed to make salespeople as efficient as possible. With just one click, you can make and receive calls. All calls are automatically logged (no need to enter any data manually!). The phone rings and leads activity information is displayed immediately. This means that you always have the data you need! Support is available via email, phone, FAQ documentation online, and a self service knowledge base.

Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.

Law Ruler is a reliable software solution for legal customer relationship management (CRM), and case intake. Law Ruler was designed for law firms and features tools and capabilities that allow users to automate the intake process, increase lead generation and conversion rates. Law Ruler's key features include call tracking phone numbers and automated email and SMS messages. It also allows for customizable online intake forms and e-signature integration. Practice management software integrations are also available.

Actionstep is a complete legal practice management system for ambitious law firms. Actionstep’s flexible, easy to use software platform has unlimited scope to scale & evolve with you on your journey as a law firm. Built in the cloud, with workflow automation at its heart, Actionstep transforms law firm productivity at every step. We have been empowering legal professionals for over 15 years. The first true cloud-based practice management system in the world, our global customer base and the team have continued to go from strength to strength – and we are still innovating! We have deep respect for what lawyers do as they impact every milestone in our lives and businesses. We truly believe that when lawyers build efficient, modern practices, they do their best work for their clients. Actionstep provides a complete and configurable firm management system for law firms. Our software adapts, so you don’t have to. Workflows for legal process, client management & administration are built into our software and automation runs throughout all our features to keep processes moving and reduce time spent on administration.

You can organize your client information, market and sell your products, manage your sales team, and keep in touch with your customers. Keep your customers loyal and customer-centric. We are looking forward to a future where RunSensible is able to assist small businesses and startups with all their needs. We are also making strides in providing industry-specific solutions that are based on the main app, which makes it easier for lawyers, photographers, etc.

AbacusLaw knows that the legal and accounting landscapes are constantly changing, making it difficult for businesses to maintain a healthy operation. Which is why they have created the largest Technology-as-a-Service (TaaS) provider for the professional services sector that helps legal and accounting experts achieve ultimate success and peace of mind through the delivery of full-suite intuitive platform, designed to support a secure and cloud-enabled practice at a cost they can afford. The turnkey solution includes hardware, software, and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop-as-a-Service, and Managed IT.

CosmoLex and every lawyer understand that efficiency and compliance are essential to a law firm's survival. CosmoLex offers a fully integrated and simple-to-use practice management solution. CosmoLex is a single platform that allows users to track and manage billing, practice, and accounting.

Litify is the end-to-end legal operating platform designed to break down silos both within your legal team and between you and your clients. Our industry-leading platform includes customizable matter plans and intake questionnaires, a full suite of timekeeping and billing products, and native document management — all configurable in a user-friendly, no-code environment. Our platform is built on Salesforce, one of the most secure solutions in the world.

Versys Software's IntelliPad is designed to automate Legal Marketing for law firms and other professional organizations that require advanced maintenance and development. The IntelliPad user interface is based on standard Microsoft Outlook. However, there are some additional data fields that allow for more client information. IntelliPad CRM offers powerful marketing tools that are feature-rich and regularly updated. This website contains detailed product descriptions as well as screen shots of key product functionality. IntelliPad makes it easy to achieve your legal marketing goals and relationship management goals. IntelliPad empowers your attorneys to have the most up-to-date and relevant information available to them, whether it's on their mobile device, or desktop. It can be used to quickly get the information to everyone in the firm.

Lawsyst provides a cloud-based and on-premises case management system for all sizes of legal firms in the UK. It is intuitive, reliable, and easy to use. Our clients are members of the UK Law Society and are regulated by SRA. Lawsyst does not provide a standard legal case management system. It is a platform that offers best-in-class legal billing systems in the UK. It includes a time recording module and an all-in one cloud-based practice management system for legal firms of any size. It offers a truly integrated, unified communication experience that combines real-time data from the telecom infrastructure with real-time information. Our law firm software was specifically designed for the UK justice system. Lawsyst comes with a built-in CRM (Client Relations Management) and leads management system. These features are useful, not gimmicks that many users get confused by. Lawsyst is simple with power.

Traffic Ticket CRM was designed for high-volume traffic ticket law firms and criminal defense lawyers. It is the only CRM software that integrates court-data-based automation and mailer integration. Our tool allows you to manage the workflow of your firm and pulls court-data-based leads*. It also automates the generation of mailers. All you have to do is print and mail. This gives you the chance to not only offset your CRM expenses but also generate revenue using the same tool. Since 2001, our CRM software has been managing and generating revenues for attorneys. App Maisters Inc. owns Traffic Ticket CRM software. It is based in Sugarland Texas. App Maisters is a top app development company in the United States. They have more than 100 developers and delivered over 400 projects.