A medium-sized law company (Professional Services) struggled with client communication inefficiencies. Manual tracking of interactions led to missed opportunities, client dissatisfaction, and decreased referrals.
The company’s outdated systems caused confusion among staff, leading to missed deadlines and inconsistent messaging. Clients felt neglected due to delayed responses and lack of follow-ups, resulting in deteriorating relationships.
By implementing a CRM system tailored to their needs, the company centralised client data, streamlined communication channels, and automated follow-up processes. Staff could access client histories instantly, improving response times and personalisation.
As a result, client satisfaction scores soared, leading to increased referrals and revenue.
Roadmap:
