Intranet
A CRM in the legal industry allows law firms and legal professionals to efficiently manage client and contact information. It can include details such as legal history, preferences, important dates and contact details. This facilitates the personalization of services and customer-focused attention.
A CRM specific to the legal industry can provide tools for tracking legal cases and projects. It facilitates the management of calendars, deadlines, relevant documentation and the assignment of tasks to team members. This improves efficiency in case management and ensures meticulous monitoring of legal processes.
The automation of routine administrative tasks, such as document management, invoicing, and billable time tracking, can be optimized through a CRM. This frees up time for legal professionals, allowing them to focus on more strategic tasks and direct client service.
CRMUsing a mobile application, businesses will be able to create opportunities and see the commercial penetration effort in the market.
Service DeskCustomer service is centralized, even with multiple channels such as mobile banking, online banking, self-management and branches.
IntranetStandardizing profiles and roles in various bank branches improves Human Resources management, optimizes operations and increases productivity by clearly defining positions and allowing fluid changes.
SyncSingle sign-on can be applied to all banking solutions, adapting the solution to evolve according to needs