Actionstep CRM

byActionstep

Actionstep CRM is a cloud-based client relationship management system tailored for law firms, designed to centralize client information, automate workflows, and enhance client engagement. It integrates seamlessly with Actionstep's comprehensive legal practice management platform, providing tools for client intake, matter management, and marketing automation to streamline operations and improve client service.

Features

  • Client Intake Automation
  • Matter Management
  • Enhanced Data Security
  • Marketing Automation
  • Contact Management with Notes and Tags
  • Duplicate Contact Detection

Product Details

Pricing
Subscription
Deployment
Cloud
Location
🇳🇿 Auckland, New Zealand

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