CRM implementation at Helpedia.co.uk - handling free credit sanctions
Helpedia.co.uk is a company that handles claims to banks for free credit sanctions. With an increasing number of inquiries and requests, the company needed a tool to effectively manage communication with users, monitor case statuses and automate customer service. Implementing SalesWizard CRM allowed the company to streamline key processes and improve team efficiency.
- Industry: Law
- Problem: Handling of requests and case handling process
CRM needs in the legal industry - sanctioning free credit
Law firms engaged in the investigation of claims for sanctions of free credit handle a large number of clients and cases that require precise organization and effective communication. CRM for the legal industry allows you to improve process management, speed up customer service and increase efficiency.
The most important needs of law firms in the sanctioning of free credit
✔ Client case management – Recording requests, organizing documentation and monitoring the status of proceedings in a single system.
✔ Automation of communication – Sending notifications to clients about case milestones, missing documents or court deadlines via email and SMS.
✔ Document handling and letter generation – Quickly create contracts, lawsuits and other documents based on templates in CRM.
✔ Monitoring of deadlines and proceedings – The system reminds you of key dates (e.g., court deadlines, the statute of limitations on claims, the need to file supplements).
With a well-implemented CRM in a law firm, the handling of cases involving sanctions of free credit becomes more efficient, resulting in shorter turnaround time, better workflow and higher quality of service for clients.
CRM features used by Helpedia.co.uk
By implementing SalesWizard CRM, our work has become more organized and efficient. Every inquiry goes into the system automatically along with documents, which eliminates the risk of important information getting lost. We can monitor the status of cases in real time and respond quickly, and automatic notifications have significantly improved communication with customers. CRM has allowed us to better manage leads and optimize processes, which has translated into higher quality service and time savings for our team.
Maciej Cabanski
CEO
How did we help implement SalesWizard CRM at Helpedia.co.uk?
Implementation SalesWizard CRM at Helpedia.pl allowed us to fully automate the handling of inquiries and better manage leads. We integrated the system with contact forms, so that each inquiry automatically goes to the CRM with attached documents. We streamlined the customer service process by assigning requests to the appropriate specialists and monitoring their status at each stage. Automatic email and SMS notifications keep users informed of case progress, and the CRM helps manage follow-ups. As a result, Helpedia.co.uk responds faster to inquiries, increasing service efficiency and customer satisfaction.
Do you run a law firm? Do you deal with debt collection, compensation, franking cases?
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