• March 28, 2024
 Announcing The First Ever Legal CRM System Specifically Designed For Will Writers, Estate Planners and Private Client Solicitors!

Announcing The First Ever Legal CRM System Specifically Designed For Will Writers, Estate Planners and Private Client Solicitors!

OK, so it might not be quite as impressive as landing on the moon, but we still believe it’s worth a “shout out” to the legal industry.

Converting a lead into a potential buyer depends on efficient communication with all involved in the sales process. From lead generation to conversion, our brand new CRM ensures that you can manage your prospective clients through the entire sales pipeline with complete ease. You can also keep track of your appointments, diarise reminders and any work required from a client meeting.

Totally unique and designed solely for Will writers, Estate Planners and Private Client Solicitors as a business management tool, the CRM is bespoke to Countrywide and has been built by the same team of expert programmers who created both the Countrywide Legacy software and our online order tracking facility. This ensures that the CRM successfully integrates with all of your systems and can offer you a range of features specific to your Estate Planning business.

How do I get it?

This package is absolutely free when you purchase the Professional bundle! Or you can purchase the CRM starter package for just £20 + VAT per month.

For more information, contact the New Entrants Department Today:

Telephone: 01926 514 392

Email: newentrants@countrywidegroup.co.uk

Website: www.countrywidelegacy.co.uk

This article was submitted to be published by Countrywide Tax and Trust Corporation Ltd as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

Charlotte Ponder LL.B (Hons) TEP

Charlotte Ponder LL.B (Hons) TEP is the Legal Director of Countrywide Tax & Trust Corporation Ltd and Countrywide Legacy, Charlotte holds a key responsibility in overseeing the running of the company as well as ensuring that the day-to-day operations run smoothly. With a strong legal background, Charlotte is well placed to take on this demanding position, having worked in multiple areas of law before progressing to Countrywide and interacted directly with clients to explain complex concepts in a simple manner. Following her studies and being called to the Bar, Charlotte’s legal career began in family law. As well as providing a strong foundation for her legal experience to build upon, here she also witnessed many divorce cases involving high asset losses, sparking her interest in how such consequences could be prevented.