Streamline your data management process with the Lexicata + Microsoft Dynamics CRM 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.

Microsoft Dynamics CRM is a Customer Relationship Management platform designed for businesses and entrepreneurs who need to manage their contacts’ base with the aim of increasing conversions and sales. What’s a CRM A CRM is a tool that allows you to build a better relationship with your leads and customers, by improving the communication and tracking engagement and sales.

A CRM helps you simplify your tasks. For example, with Microsoft Dynamics CRM, you can easily create email marketing campaigns, analyze data, organize meetings and much more. Moreover, Microsoft Dynamics CRM lets you manage your entire team, by assigning tasks to your team members in order to boost their productivity.

Easy to use Microsoft Dynamics CRM provides you the most advanced tools for better managing your business, yet it’s easy to use. Moreover, Microsoft Dynamics CRM integrates with the entire Microsoft environment, like Microsoft Office, Word, Excel, etc.