Feature Article: Tabs3 CRM

July 2023    Tags: PracticeMaster, Tabs3 CRM

We’ve added Tabs3 CRM! Tabs3 CRM (client relationship management) is a new add-on service that will help law firms build their business by tracking and managing potential client leads, and bringing them into PracticeMaster once they are a client. It is used to gather and manage prospective clients from multiple marketing sources. Tabs3 CRM simplifies the process of qualifying leads through customized intake forms and automated communication (via phone, email, and text messages). Once a firm is ready to take on the client, they can easily create a client in PracticeMaster using an import process. Additionally, when integrated with Tabs3 CRM, PracticeMaster Conflict of Interest can optionally check leads in Tabs3 CRM for conflicts.

You can sign up for Tabs3 CRM directly in PracticeMaster. Visit Tabs3.com/Tabs3CRM to learn more and to schedule a demo with a product expert to see how Tabs3 CRM works and help get you started. Additional information about Tabs3 CRM can be found in the following KB Articles:

• R11917 – Configuring and Using Tabs3 CRM
• R11918 – Importing Tabs3 CRM Leads in PracticeMaster