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PortfolioCRM for a law firm

BTLA Legal

CRM and automated enquiry handling at the BTLA Legal law firm: forms, tasks and text messages in one process from first contact to sales analysis.

What the project was about

Enquiries from many sources had to be passed on quickly, and channel performance had to be measured. We connected the CRM with WordPress and OptinMonster forms, a task system and automated text messages - one process from capturing a contact to analysing sales.

Project type
CRM and automations
Key feature
Lead flow
For whom
Law firm

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Project team

The people behind the project

Mikołaj Uroda

Automation Developer

Andrzej Klimek

CEO Business direction

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Case study

BTLA - one process from enquiry to client.

Response time statistics, channel performance reports and logged reasons for dropping out help assess and improve sales.

Product

CRM for BTLA Legal

  • WordPress · OptinMonster · SMS

Integrations

Automations

Leads · tasks · SMS

Result

Soon

See also

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