Streamline your data management process with the Lexicata + Pega 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.

Pega CRM is a CRM software from Pegasystems that integrates sales, marketing, and customer support functions in a single solution. Pega CRM also offers end-to-end automation and a real-time artificial intelligence capability to guide customer insights.

Pega CRM provides tools to recognize and analyze customer behavior and to suggest the next best action for each customer. Furthermore, Pega CRM can acquire and connect customer conversations on multiple channels to anticipate and stimulate their journey.

Furthermore, Pega CRM is designed for very large companies that need to process high volumes of complex requests from customers. Finally, Pega CRM supports various integrations with Outlook, Gmail and other email service providers.