Eminus Tax Law Firm
Management of requests and customer service process
Eminus Law Firm offers tax consulting, accounting, company registration and financing services.
- Industry: Finance and consulting
- Problem: Customer database management and automation
Data from Fluent Forms in SalesWizard
Eminus Law Firm has a website on the WordPress CMS system. The client wanted to combine the registration forms of the services offered (accounting services, tax consulting, bookkeeping, company registration) with its own SalesWizard system. The Fluent Forms plugin has been implemented in WordPress.
Our developers helped Eminus Law Firm merge the data from the forms and send it to the CRM system by using SalesWizard-generated webhooks.
Forms are imported into SalesWizard, are categorized by form types and can be automated.
Functions used by Eminus Law Firm
We were looking for a CRM system for the law firm that would not only allow us to manage the notifications acquired through our marketing campaigns, but also facilitate the management of our current client base. We have laid out the company's processes in SalesWizard. In addition, we received a package of additional modifications as part of the automation. We received support from 4B Systems in combining the CRM system with Fluent Forms in CRM WordPress. Recommended!
Jakub Rakowski
Board member
Does CRM in a tax and consulting firm make sense?
Tax consulting firms, accounting offices, law firms offering tax settlement services to entrepreneurs need a CRM system parameterized for their own industry. The timing of tasks and activities is very important in daily work planning. Only with a well-implemented CRM system is it possible to arrange work in such a way that control over tasks is maintained.
In addition, like other companies, tax law firms also perform marketing activities, looking for new clients in the market. A CRM system can support these activities – it can automate communications and help save a lot of time on repetitive activities.
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