CRM and Business Development for the Legal Profession
Peppermint Legal CRM is a solution for Microsoft Dynamics 365 providing CRM and Business Development functionality for the legal profession.
The application both enhances existing functionality within the Customer Engagement Application and introduces new functionality providing law firms with a CRM system that integrates with existing practice and case management solutions.
The solution offers:
• Integration into existing legal software to provide Client, Matter and financial information directly within the CRM system
• Legal records and terminology appropriate to a law firm
• The ability to manage complex relationships between employees and various personas of contacts (experts, clients, prospects, referrers etc)
• Legal Experts database
• Experience database based on internal employee experience
• Engagements for nurturing relationships
• Connection Explorer for visualising complex relationships
• Advanced address management features
• Standard legal focussed dashboards, forms, charts and views
• And more.