Introducing Tabs3 CRM


What is a CRM?

A CRM is a Customer Relationship Management service.

A Closer Look at Tabs3 CRM:

Streamlined intake and automation features allow you to track prospective clients, organize and qualify incoming marketing leads, engage leads to convert them into clients, and keep clients engaged and returning to your services.

Tabs3 CRM can help your firm save time, nurture leads, eliminate double entry, enhance profitability, and much more.

What does Tabs3 CRM do?
    • Legal CRM
      • Organize leads and prospects. 
      • Easily import information into PracticeMaster.
      • Track contact information and activity in real time to ensure no leads slip through the cracks.
    • Marketing Automation
      • Newsletter creation and management tools.
      • Built in data to help gauge email interaction.
      • Ability to send personalized, automated text messages and emails.
    • Client Intake
      • Custom form builder and templates which create a seamless intake process for both you and the client.

Want more information?  Contact us at 916-677-4277 or email mcardelli@bakercadence.com