TRACK. MANAGE. RESOLVE.

CRM Alerts for Lawyers, Solicitors, Accountants, and Professional Service Firms

Unlock the Power of Outlook-Based CRM Alerts Without the Hassle of Database Management

CRM systems have been a challenge for decades, especially in professional services like law and accounting. Many firms struggle with database adoption because fee earners don’t want to log meetings or contacts.

At Promptr, we’ve revolutionised this by eliminating the need for traditional CRM databases. Our CRM Alerts for lawyers and professional services firms integrate seamlessly with Microsoft Outlook, ensuring no interaction with complex databases while keeping you connected.

5% of lawyers can use a 100 button database

95% of lawyers can use a 5 button database

100% of lawyers can use something with zero buttons. Which is why we created these innovative Outlook CRM alerts.

Spend your time doing what you do best. Not on database chores.

Why Promptr’s CRM Alerts Work for Professional Service Firms

No Databases Required, Just Powerful Alerts

For over 30 years, CRM systems have existed, yet adoption remains low in law firms. If fee earners were going to use a CRM database, they would have done so by now.

Promptr CRM Alerts leapfrog this problem by tracking Outlook interactions. All correspondence across your firm is automatically monitored, pulling key information into alerts without requiring manual data entry.

Our Outlook-based CRM alerts are tailored for:

Promptr CRM eliminates the need for complicated databases, allowing your team to focus on what matters most – building relationships, not managing data.

Key CRM Alerts That Transform Your Workflow

Cross-Selling Alerts

Ensure no business opportunities are missed. The Cross-Selling Alert monitors your firm’s emails for specific keywords. Imagine receiving an alert when a client emails about employment law, but no one in the Employment team is involved. These alerts help your team spot cross-selling opportunities instantly.

Referral Network Alert

Do you know which referrers need follow-up? Our Referral Network Alert ensures you never lose touch with key introducers or referral sources. It tracks communication to help you stay on top of relationships critical to your business.

Collaboration Alerts

With Promptr’s Collaboration Alerts, your firm’s left hand will always know what the right hand is doing. These alerts automatically detect ‘who knows who’ and send a weekly summary to each fee earner about their colleagues’ contacts and interactions. No more missed opportunities because one colleague didn’t know another had met with the same contact.

Sentiment Alerts

Sentiment Alerts take your compliance and risk management to the next level. These alerts detect potentially risky language in emails, such as words or phrases that might indicate a problem; allowing your Practice Manager or Compliance Officer to act quickly.

Why Choose Promptr’s CRM Alerts?

Only 5% of lawyers are comfortable with complex CRM databases.

With Promptr’s Outlook-based CRM Alerts, you don’t need a complicated system. In fact, our system is designed for the 100% of lawyers who prefer zero buttons. It requires no learning curve and immediately tracks your relationships without manual input.

Promptr’s CRM Alerts allow your firm to focus on what you do best – serving clients and building relationships, not spending time logging data.

Ready to Streamline Your Relationship Management?

Transform the way your firm tracks interactions and relationships. Get started with Promptr’s CRM Alerts today and say goodbye to the hassle of traditional CRM systems.

Contacts

Enquiry Form

If you would like to know more, fill in the form below and we will get back to you.

We respect data. See our Privacy Policy for how we store and process your information.