If your firm needs to more efficiently and effectively track leads, grow prospects, and gain clients, a Client Relationship Management tool like Tabs3 CRM is the solution!
In the 5 Reasons Why Law Firms Need CRM video, you’ll see the many ways that Tabs3 CRM can help automate communications and improve the intake process for prospective clients. From marketing email and text campaigns to customizable intake forms for each area of practice, Tabs3 CRM is sure to help streamline your practice so that you can grow your firm faster.
Watch this three-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
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:
Version 2023 has some great new features to check out!
Tabs3 Platinum Software Highlights
PracticeMaster Highlights
Tabs3 Software Highlights
For in-depth information on all of the new Version 2023 features, including screenshots, refer to Knowledge Base Article R11925, “Version 2023 Introduction to New Features.” A list with links to all Version 2023 information can be found in R11927, “Version 2023 Information and Resources.”
To download Version 2023, visit Tabs3.com/update or contact your local consultant.