Management of Prospective Client

January 30, 2017 no comments

Management of Prospective Client

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RedOakLawLLC

I’m looking for feedback on the extent to which other users use Cosmolex for tracking prospective clients.  Ideally, I would like to be able to enter the prospect as a contact once he or she makes first contact with us, then send follow-up emails via templates set up within the system.  This doesn’t appear to be possible currently, though a document can be generated to the contact.

Are others entering these prospects in before point of retainer, or just using separate CRM software until the prospect converts to client?

JD Robinson edited question
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    JD Robinson

    Hi Ben –

    You can currently track potential clients within the software in our Contacts section under Address Book and convert them over to Clients if they retain your services.

    As far as sending out automated emails to those prospective clients, we do not have that function currently but I would be more than happy to enter a feature request in your name for this to considered by our engineering team.

    Thanks so much!

    JD Robinson

    Senior Product Specialist

    RedOakLawLLC commented on answer
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