CRM4Legal is significantly different from other legal CRM systems from a user experience perspective. Please find below the areas where it is proven to be distinct from these competing technologies in terms of useability:
Ease of Use
> Native Microsoft Outlook client for marketing, business development and client care
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Application toolbar
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Microsoft Office Outlook Ribbon
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Contact, calendar and e-mail linking
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Synchronize telephone calls, letters and faxes
> Set Regarding when promoting e-mail messages, tasks, activities and appointments
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Offline synchronization of local data with Microsoft Dynamics CRM (with addition of offline background synchronization)
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Synchronization of Microsoft Outlook and CRM
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Microsoft Dynamics CRM for Outlook and Business Applications
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Support for POP3 and Hotmail message stores
Stable and Secure
> Audit function – who changed what/when
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Field level security
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Ethical walls and confidentiality options
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Security for business units, security roles, licensing, domains / groups and users
Scalable
> Law firm sites from 3 to 3,000 users
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Largest site (firm-wide deployment) – Top 20 global law firm (3,000+ users)
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Smallest sites (marketing only deployment) – 3 users
Flexible
> Multi-tenancy – host multiple organizations in a single environment
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Multi-lingual User Interface (MUI)
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Multi-currency
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Multi-time zone
Configurable
> Customize and rename objects
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Customize CRM activities
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Create new custom entities
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Forms, views and schemas
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System-to-system relationships, many-to-many relationships and self-referential relationships between supported entities
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Client-side events and scripting
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IFRAME controls
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Import and export customizations and configurations
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