Streamline your data management process with the Lexicata + PersistIQ 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.

From database management to team reporting, PersistIQ helps sales teams launch customized outbound campaigns with multiple touchpoints. The application provides automation teams with automated tools to reach all potential customers at the right time, with the right message. PersistIQ adapts to sales workflows and integrates with many CRMs, marketing automation systems and Salesforce.

PersistIQ covers the database and lead management. Allows sales teams to import lead lists, create custom database fields, and track any duplicate leads. Also, synchronize email history with existing leads to ensure they are not included in campaigns. PersistIQ improves sales campaigns by setting up follow-up reminders and improving email templates.

To help teams sell smarter and faster, PersistIQ includes team collaboration tools such as sharing databases and templates, as well as team reporting to identify problems. Managers can also create group dashboards, giving each team member a global view of the sales process and pipeline.