Streamline your data management process with the Lexicata + Surefire 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.

Top of Mind’s Surefire CRM is a leading online sales and marketing platform for the mortgage industry.

Simple to use and implement, Surefire CRM is useful for thousands of mortgage professionals, from individuals to large corporate clients, successfully use Surefire to manage and grow their sales pipeline.

Surefire CRM helps the growth of its customers by placing them first in their database through the development and automation of customized and individual marketing campaigns for their potential customers, customers in the process of processing and past clients.