Streamline your data management process with the Lexicata + AgileCRM integration

Lexicata starts with the belief that better law firms are built on better relationships, so it gives you an integrated system that does all the heavy lifting for you. Whether you want to follow up with key contacts more regularly, streamline intake to convert more leads into clients, track your marketing and referrals, or just get back some of your precious time, Lexicata can do all of that.

Lexicata helps law firms everywhere streamline their client intake, get more organized, and boost revenue. Lexicata is a virtual file cabinet that helps track potential clients and professional contacts, ensuring you never let another opportunity slip through the cracks. It streamlines intake and helps automate to follow ups so you can save time, strengthen your professional network, and provide a better client experience.

Lexicata's reporting tools deliver powerful insights about your marketing channels and referral sources so you can make business decisions that lead to growth.

Agile CRM is an all-in-one platform for managing customer relations. The next-generation cloud-based service is designed to provide a simple and mobile-ready use to get the most out of this tool.

Sales management Agile CRM’s features allow you to automatically create the right tasks for your team with the aim to close more sales, effortlessly. For example, by simply scheduling an appointment using the online calendar, sales team can automate the email follow up, tracking the leads’ activity and the whole customer’s journey. Marketing Agile CRM allows you to build automated campaigns to capture leads and drive them into your funnel. In fact, Agile CRM provides you popups, optin forms, email newsletters and much more.

The software is designed to provide you the most advanced segmentation tools for your lists. Depending on how your leads respond to your emails, you can assign them scores and custom tags, track email opens and link clicks. Helpdesk Agile CRM provides also a “helpdesk tool”, which enable business to provide a great and personalized customer service to their clients, in order to increase loyalty and understand their needs. Integrations Agile CRM integrates with the main third party providers, apps, social networks and softwares.