Contactually - Client Relationship Management Software

Contactually is CRM (contact/client/customer relationship management) software well-suited to building and maintaining a network of legal clients and referral sources. Most CRM software is built around converting leads and winning or losing deals. That can work for a law practice if you have a client-acquisition strategy that looks like selling widgets, but it feels pretty clunky if what you want is help building and maintaining relationships, not closing sales. However, if you want help staying in touch with current and former clients and other referral sources, you should give Contactually a try. Here’s a quick overview of two of its best features: buckets and programs.

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