What is Customer Relationship Management?

Today, businesses who are reliant on client sales understand just how important it is to have the right sales tools and systems in place, to ensure their success.
That’s where Customer Relationship Management (CRM) software comes in, meaning that you don’t have to switch between tools for essential sales activities.
One CRM however, doesn't fit all businesses. The key is to select the software that’s right for the way your business works. Choosing the right CRM for your business can dramatically improve productivity, increase sales and heighten customer satisfaction.

A CRM specifically for Will Writers, Estate Planners and Private Client Solicitors

If you're looking for unique CRM that has been designed solely for Will Writers, Estate Planning professionals and Private Client solicitors, then this is the right business management tool for you. It is bespoke to Countrywide and has been built by the same team of expert programmers who created both the Countrywide Legacy software and our online order tracking facility. This ensures that the CRM successfully integrates with all of your systems and can offer you a range of features specific to your Estate Planning business. The creation of the CRM system in-house, in partnership with our own instruction-takers, means it has been designed by individuals who understand the needs of sales professionals.

The CRM can be accessed through a secure website or via Countrywide Legacy


Designed to be fully GDPR & PECR compliant


The CRM can be securely accessed using any device


User-friendly with clearly marked functions on your main dashboard


We are committed to helping you to 

GROW your business 

Introducing our CRM Starter Package!

For some time now, many of our Software users have been asking if we would consider setting up a Customer Relationship Manager (CRM) system which will allow them to manage their prospects and appointments simply but effectively.

We listened to you and have developed 'Your Legal CRM' which allows you to manage your prospects, add client appointments, add reminders, all from one place which can be accessed on any device while you're on the go, meaning that you need never miss an appointment again, no matter where you are!

Have a closer look at how the system works...