Streamline your data management process with the Lexicata + Prophet 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.

Prophet CRM is a Customer Relationships Management system for Outlook, provided by Avidian. Its integration with Outlook is different respect to other CRMs integrations. It’s not a standard integration, because Prophet is literally embedded into Microsoft Outlook. The advantage of this kind of integration, is that Prophet extends the Outlook’s functionalities, turning it into a complete CRM solution, avoiding inconveniences such as duplicated users, extra-costs and continual syncing.

Prophet CRM is designed for sales teams and provides tools and features for this purpose, such as customizable dashboard, sales pipeline management, detailed insights, automation and workflows. All the activities are tracked with Prophet CRM, including email messages, calendar events, meetings and tasks. And if you want to send targeted email messages to your subscribers, just create “groups” and send the right message to each one in a bulk way.

Thanks to its automation features, you can save a lot of time reducing repetitive tasks. In fact you can automate welcome emails, follow ups, generic tasks, alert notifications and satisfaction surveys. The robust reporting system is able to merge data from Outlook and other sources, providing visual reports to easily understand what’s happening in the sales cycle, including performances and forecasts. Prophet integrate with Microsoft Office, Dropbox, Go To Webinar and other CRM solutions such as Microsoft Dynamics, HubSpot, Marketo, Salesforce and Silverpop.