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Corporate Office:
Aeren Tower, Plot No. 14, Rajiv Gandhi Chandigarh Technology Park, Chandigarh. India.
Regional Office:
Unit no. 421, 4th floor, Time Tower, M.G. Road, Gurugram - 122002

enquiry@jupitice.com
+91 78884 90649, +91 99997 17547
Call @ +91 9875910096 for Free Legal Consultation & Enquiries
CRM

CRM

Build stronger connections, streamline interactions, and drive client success.

Unlock your business's full potential—streamline, automate, and grow with our all-in-one CRM solution.

Boost your business with our all-in-one CRM, designed to streamline client and lead management, optimize sales pipelines, and automate workflows. Track interactions, manage leads, and close deals faster with AI-powered insights. Simplify billing with automated invoicing and gain smarter decision-making with real-time analytics. Stay ahead with seamless communication, automated follow-ups, and data-driven strategies. Maximize efficiency, increase sales, and accelerate growth today.

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Client Management 

Efficiently onboard, communicate, and track client interactions for seamless legal service delivery. 

  • Client Onboarding: Streamline the intake process for new clients efficiently.
  • Contact Database: Maintain a centralized and organized client directory.
  • Client Communication: Enable seamless interaction through multiple channels.
  • Report & Analysis: Track client engagement and legal service effectiveness.
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Lead Management

Organize and manage potential client inquiries effectively.

  • Lead Creation: Capture and register new leads for legal services.
  • Lead Lifecycle: Monitor and manage leads from initiation to conversion.
  • Lead Tracking: Follow up on lead interactions and engagement status.
  • Lead History: Maintain a record of all lead communications and progress.
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Sales & Deal Management

Track sales pipelines, automate follow-ups, and manage contracts for seamless deal closure.

  • Sales Pipeline Management: Visual deal tracking through various sales stages.
  • Quotation & Proposal Generation: Create and send proposals to clients directly.
  • Follow-up Automation: Auto-reminders for lead nurturing and follow-ups.
  • Contract Management: Store and manage sales contracts with approval workflows.
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Communication & Engagement

Streamline client interactions with integrated messaging, automated notifications, and self-service tools. 

  • Email & WhatsApp Integration: Send messages directly from the CRM.
  • Automated Notifications: Trigger emails/SMS for follow-ups and deadlines.
  • Client Portal: Self-service portal for clients to track interactions and submit requests.
  • Meeting Scheduling: Integrate with calendars to manage appointments.
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Task & Workflow Automation

Automate tasks, approvals, and workflows for seamless sales and client management. 

  • Task Assignment: Assign tasks to sales reps with deadlines.
  • Custom Workflows: Automate sales, follow-ups, and client onboarding.
  • Approval Process: Multi-level approvals for deals and contracts.
  • Activity Logs & Audit Trails: Track all client interactions and actions.
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Billing & Invoicing 

Simplify invoicing, secure payments, and transaction tracking for seamless financial operations. 

  • Invoice Management: Create, manage, and send invoices seamlessly within the CRM.
  • Payment Gateway: Enable secure online transactions for legal services.
  • Payment History: Track and record all past payments and transactions.
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Reports & Analytics

Gain actionable insights with real-time data, performance tracking, and AI-driven forecasts.

  • Custom Dashboards: View real-time insights on leads, sales, and revenue.
  • Performance Metrics: Track conversion rates, team performance, and deal velocity.
  • Client Behavior Insights: Analyze client trends and engagement levels.
  • Predictive Analytics: AI-driven forecasts for sales and client retention.
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