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For Intake CRM, the following are essential features, and you should therefore expect to see a check in every box in this section.
A core feature of marketing automation software and many intake and CRM tools is the ability to automate workflows like follow-up emails after a potential client inquiry, pre-consult questionnaires, new client onboarding, and more.
With appointment scheduling, you can connect your calendar and let potential clients pick consultation slots right from your website.
Sync up your calendar so you can see associated appointments when viewing a potential client's record.
Building out your marketing workflows is quicker and easier if you have templates to work from.
Sync up your email account so you can see emails sent or received when viewing a potential client's record.
While email is a fairly standard part of most software, your clients may prefer text messaging. If so, you'll want to keep track of them in your software so you can see your conversations associated with potential clients.
When it comes to intake questionnaires or engagement letters, a template can help get you up and running with your software more easily.
Allow clients to sign and return documents quickly, using their computer or phone—but not a printer.
See reports like the number of clients in each stage of your marketing or intake process, or the return on investment from your various marketing investments.
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CallRail is third-party marketing tracking software that
CallRail services start at $45.00 per month for basic call tracking. Things like conversion analytics and marketing analytics will cost more, but will provide a greater degree information for your firm.
CallRail integrates with a lot of software---which is part of it's strength. The third-party software can gather information from a multitude of sources. In many cases, it can integrate directly with your LPMS, and where it can't, your firm can likely create a Zap.
No. CallRail is not a CRM, but it does integrate with many of them, and can gather analytics from your forms and your website.
No. CallRail is not project or practice management software.
Yes. This is what CallRail does. They integrate with loads of marketing software to help you analyze your efforts and track your ROI.
No. CallRail is marketing analytics tracking software. It is not a CRM or LPMS.
No. CallRail doesn't integrate directly with CallRail. It doesn't really need to, though since it's not a CRM.
Yes. CallRail has multiple levels of service. Any firm with inbound marketing would likely benefit from one of their offerings.
No. CallRail does not connect directly with your clients. It tracks the efforts of those resources that do.
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