Template Studio Integrations

Salesforce helps sales teams improve their performance and reach their goals. Salesforce is the most widely used CRM in the world. Salesforce gives teams access to tools that enable them to grow their accounts and find new customers. They also allow them to close deals faster and from any location. Salesforce offers many features, including contact management, opportunity management and lead management, email integrations, reports and dashboards as well as sales forecasting, files sync-and-share, and reports and dashboards. You will spend less time looking at spreadsheets and more time managing your business. No software, no hardware, no hassle. In minutes, our simple setup assistant will streamline sales and answer customer questions. Connect data from sales, service, marketing to create seamless, personalized experiences for buyers. You can see a complete customer view, including their account, activity history, connections, and more. You can also pull in social data to get a deeper understanding of your customers.

3E is a platform that can be configured to meet today's needs and enable tomorrow's growth. It was designed to increase growth and profitability in large and medium-sized law firms. It is the preferred solution for law firms to improve their performance and connect all areas of their law firm operations. 3E allows your teams to automate and streamline tasks, improve operational efficiency, and provide prompt, proactive service to clients. You will have the strategic visibility you need in order to make timely, accurate business decisions. With the flexibility and insight you need to stay competitive now and into the future, your firm will also be able to gain the strategic visibility it needs. Access to key functions and information is critical to law firm performance. This helps to reduce the time required to complete business and operational tasks. Streamlining your accounting and financial reporting activities will help you meet today's requirements and allow tomorrow's growth.

Modern firms don't just want to find new software. They want to foster an agile culture within their company to meet the needs of clients today and retain the best employees. Some of the most advanced companies in the world use Aderant solutions for their day to day business operations. Technology should make your job easier, by automating processes, enabling collaboration between people and systems, adapting to your changing needs, as well as empowering change management across generations. Aderant works with small and medium-sized firms on four continents. Aderant can help you with any of your needs.

Innovative CRM solution for law firms that turns relationship insights into real results. Profit from your firm's valuable relationships intelligence and discover new revenue opportunities. InterAction Business Edge offers dashboards and reporting to provide firm-wide insight into key targets and potential opportunities. InterAction aggregates the prospect and client data of your firm to create a complete picture. InterAction Mobility allows you to access all the details of your relationships from anywhere, anytime. Our business development software for law offices will help you optimize your firm's efforts, and better utilize your marketing and business development resources to gain competitive advantage. InterAction Business Edge will help you win more business from prospects and clients.

Our system offers many functions, including data collection and analysis, accurate reports formats, inventory maintenance, and SST process processing. You will also find a wealth of online resources to help you in your use of SQL Accounting software. SQL Account is the best, regardless of whether it's cloud or on-premise accounting software. We also offer unlimited hands-on accounting software training at our HQ. You can take it up a notch by using Whatsapp for business documents! SQL Account is the first accounting program to integrate with Whatsapp. With just a few clicks, you can send your clients a quote, invoice, statement, and many other documents via Whatsapp. SQL Account is the best accounting program that can handle small businesses to large organizations. SQL Account can be customized and modified easily by users.

Peppermint CX365 is a suite of legal services applications built on the Microsoft Dynamics Industry Application Platform. It's designed to support high-performing legal businesses. Increase visibility, control, allocation and management of work. Increase productivity and speed up legal processes by creating efficiencies. Enhance client experiences to differentiate your firm. A powerful CRM can help you identify, manage, and maximize growth opportunities for the firm. This CRM is specifically designed for the legal sector and uses on-the-go functionality to encourage user acceptance and customer centricity throughout your company. Manage bids, tenders, and marketing campaigns efficiently and effectively to build and maximize client relationships. To facilitate efficient financial account management, comprehensive transaction and legal accounts functionality is available. Dashboards and detailed, customizable dashboards that provide deep business insight about time and costs.