CRM tools for legal firms are evolving fast in 2025 and firms that want to keep winning clients can’t afford to stay stuck in the past. Gone are the days of treating your CRM like a glorified Rolodex. It’s now the nerve center of your law firm’s growth strategy, doing
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Welcome to Your New CRM You’ve just unlocked a powerful system to manage your contacts, conversations, appointments, and opportunities. In this video, you’ll be guided through every aspect of your new CRM, starting with how to log in and complete two factor authentication, then exploring your customizable dashboard and date
Step By Step Instructions Managing Leads on Mobile That’s it! If you have questions, feel free to ask for help. Good luck!
Creating, running, and scaling up a business is really easy if you have the right tools. In this series we are literally STARTING FROM SCRATCH! Learn how to make money online from a passion or for your current business. One of our sales team members is working hard to build
If you’re trying to turn your passion into a business that will support the lifestyle you want this video is for you. If you already have an amazing idea but you’re struggling to get traction with it then you should watch this series too! Yes, this will be a full
Have you heard of A/B Split Testing? If you want to increase your inbound qualified leads and close more sales there is an easy to follow strategy that will help you! In the past this approach has helped other local serving businesses to 3x their qualified inbound leads in 90