Take a closer look at our bespoke Estate Planning CRM...
Your Legal CRM...
Designed for Will Writers, Estate Planning professionals and Private Client solicitors as a business management tool, Your Legal CRM helps you to manage interactions with leads, prospects, and clients.
Our software will help you build customer relationships and ensures nothing is forgotten as you can enter notes and reminders. This streamlines the process so you can increase sales, improve customer service, and increase profitability
The CRM system has been built by the same team of industry professionals that built Countrywide Legacy meaning it can successfully integrate with all of your systems and it offers you a range of unique features specific to your Estate Planning business.
To learn more about how to use Your Legal CRM, watch our video that explains all the key features on offer.