Streamline your data management process with the Lexicata + KarmaCRM 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.

KarmaCRM is a cloud-based customer relationship management solution that addresses small businesses, helping them build relationships, close deals and manage business operations. The contact management feature of KarmaCRM provides detailed overview on contact information, contact activity and history. Contacts can be located through system-wide searches and updated with mass operations.

Through KarmaCRM, users can search and connect with their customers through automatic searches on social profiles and leads can be automatically imported from the company's website. Users can also control access rights and permissions with customizable user groups.

KarmaCRM also allows you to boost the productivity of your team. In fact, activities can be prioritized with calendars, alerts and reminders that can be sent via email and SMS. Users can create and manage multiple calendars for different types of activities or events. Moreover, KarmaCRM allows you to customize and re-organize dashboard fields, tabs, labels and colors to meet the needs of the sales process. In addition, KarmaCRM integrates with Outlook or Gmail and has a Dropbox function for BCC emails directly to the CRM.