Docketwise's CRM provides a dedicated space to organize and manage your prospective clients, ensuring your firm's business development stays on track. It helps you easily track, manage, and convert prospective clients into paying clients. With features like pipeline automation, you can automatically move leads created from your website to your Docketwise account. You can also easily get an overview of your prospective clients within your dashboard and set reminders to keep track of which leads you need to reach out to convert them into clients. Docketwise also helps you collect leads effectively via your website or chatbot. You can add a simple embeddable contact form to your website and allow visitors to automatically add themselves as leads in Docketwise. You can also collect leads through popular messaging platforms such as Facebook Messenger, WhatsApp, and SMS and reach a wider audience. Docketwise helps you track and engage your leads by providing a clear overview of your prospective clients and where they stand to help prioritize your most promising leads. You can also distribute leads among your team and identify areas where additional support may be needed to ensure that no opportunities slip through the cracks. Docketwise also provides lead reports that you can sort by status, conversion rate, and creation date to gain valuable insights and make informed decisions on your firm's next steps.

Features:

• Pipeline Automation: Automatically moves leads created from your website to your Docketwise account.
• Organize Leads: Easily get an overview of your prospective clients within your dashboard.
• Set Reminders: Helping reminders help you keep track of which leads you to need to reach out to convert them into clients.
• Website Integration: Add a simple embeddable contact form to your website and allow visitors to automatically add themselves as leads in Docketwise.
• Chatbot Integration (YoTengoBot): Collect leads through popular messaging platforms such as Facebook Messenger, WhatsApp, and SMS and reach a wider audience.
• Distribute Leads and Track Activity: Distribute leads among your team and identify areas where additional support may be needed to ensure that no opportunities slip through the cracks.
• Lead Reports: Sort by status, conversion rate, and creation date to gain valuable insights and make informed decisions on your firm's next steps.