{"id":29436,"date":"2021-05-19T06:28:34","date_gmt":"2021-05-19T04:28:34","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=29436"},"modified":"2024-07-28T00:55:39","modified_gmt":"2024-07-27T22:55:39","slug":"%e5%be%8b%e5%b8%88%e7%9a%84-crm","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/zh\/crm-for-lawyers\/","title":{"rendered":"\u5f8b\u5e08\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406"},"content":{"rendered":"<h1>The Swiss CRM<br class=\"uk-visible@m\"> built for Lawyers<\/h1>\n<div>Your Legal Practice with Swiss Precision and Efficiency<\/div>\n<ul>\n<li>\n        <a href=\"\/get-started-free\">Start for Free<\/a>\n    <\/li>\n<li>\n        <a href=\"\/investglass-pricing\">See Plans<\/a>\n    <\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-02.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-24.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-03.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-25.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-04.png\" alt=\"\"><\/p>\n<h2>Simplify Your Workflow<br class=\"uk-visible@s\"> From Start to End<\/h2>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024.png\" alt=\"Digital forms\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-automation-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>\nDigital Onboarding and Signature<\/h3>\n<div>InvestGlass&#8217;s CRM streamlines the <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/digital-onboarding\/\" target=\"_blank\"  rel=\"noopener\" title=\"digital onboarding\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"2579\">digital onboarding<\/a> process for law firms, enabling seamless client intake. Our system supports secure digital signatures, ensuring legal documents are authenticated and signed with ease. This reduces paperwork, enhances efficiency, and maintains compliance with legal standards, making client onboarding smooth and professional.<\/div>\n<p>\n    <a href=\"\/get-started-free\">Start today<\/a>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Calendar-2024.png\" alt=\"InvestGlass Calendar\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-ci-cd-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>Calendar and Task Manager<\/h3>\n<div>\nOur integrated calendar and task manager keeps lawyers organized and on track. Schedule client meetings, court dates, and deadlines with ease. Task management ensures all activities are tracked, assigned, and completed on time. This feature boosts productivity and ensures that no critical task is overlooked, enhancing overall efficiency.<\/div>\n<p>\n    <a href=\"\/get-started-free\">Start today<\/a>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-infrastructure-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>Approval Process for Legal firms <\/h3>\n<div>\nInvestGlass CRM offers a robust approval process tailored for legal workflows. Manage document reviews, approvals, and sign-offs with ease. Our system ensures that every legal document passes through the necessary checks and approvals, maintaining compliance and ensuring that all legal standards are upheld. Streamline your legal processes with InvestGlass.<\/div>\n<p>\n    <a href=\"\/get-started-free\">Start today<\/a>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-main-CRM-2024.png\" alt=\"InvestGlass Approval process\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-security-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>Swiss Neutral CRM<\/h3>\n<div>\nInvestGlass CRM is proudly Swiss, ensuring neutrality and strict data protection standards. Our CRM is designed to protect sensitive legal information, adhering to Switzerland\u2019s stringent privacy laws. This neutrality and compliance guarantee that your client data is handled with the highest level of security and confidentiality, providing peace of mind for your practice.<\/div>\n<p>\n    <a href=\"\/get-started-free\">Get started today<\/a>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Campaign-2024-3.png\" alt=\"Mass Email with InvestGlass\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-infrastructure-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3>Marketing Automation<\/h3>\n<div>\nAutomate your marketing efforts with InvestGlass CRM\u2019s powerful tools. Our system allows you to create targeted campaigns, manage client communications, and track engagement seamlessly. Utilize advanced analytics to refine your marketing strategies, ensuring that your law firm attracts and retains clients efficiently while focusing on delivering exceptional legal services.<\/div>\n<p>\n    <a href=\"\/get-started-free\">Start today<\/a>\n<\/p>\n<p><!--more--><br \/>\n<!-- 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