ProclaimCRM

Frequently Asked Questions about Proclaim CRM

Who are Proclaim CRM?

Proclaim CRM is a customer relationship management platform designed primarily for the legal and professional services sector. It aims to streamline processes, enhance client interactions, and improve overall operational efficiency for firms managing cases and client relationships.

What are Proclaim CRMs products?

Proclaim CRM offers a comprehensive suite of products that includes case management software, practice management tools, and client engagement solutions tailored to meet the specific needs of legal and professional service providers.

What services do Proclaim CRM offer?

Proclaim CRM provides a range of services including software implementation, training, customer support, and ongoing maintenance to ensure that their clients can effectively use their products and maximise productivity.

What type of companies do Proclaim CRMs products suit?

Proclaim CRMs products are suited for law firms, solicitors, barristers, and other professional service firms that require robust case management and client relationship tools to enhance their operations.

How much does Proclaim CRMs product cost?

The pricing for Proclaim CRMs products varies based on the specific solutions required and the size of the firm. Prospective clients are encouraged to contact Proclaim CRM directly for a customised quote based on their needs.

Does Proclaim CRM offer a free trial?

Proclaim CRM does not explicitly advertise a free trial on their website. Interested users should inquire directly with the company to explore any available trial options or demonstrations.

What discounts does Proclaim CRM offer on their products?

Proclaim CRM may have promotional offers or discounts available at certain times. It is recommended to reach out to them directly or check their website for any current promotions or bulk purchase discounts.

Are there any hidden fees or additional costs with Proclaim CRM?

Proclaim CRM aims for transparency in their pricing. However, additional costs may arise depending on customisation, integrations, and ongoing support packages. It is advisable to clarify all potential costs during the initial consultation.

Who uses Proclaim CRMs products?

Proclaim CRMs products are primarily used by legal professionals, including solicitors and barristers, as well as other service-oriented businesses that require effective client management systems.

What are the main features of Proclaim CRMs products/services?

Main features include case management, document management, time tracking, billing and invoicing, integrated communications, and customisable workflows, all designed to enhance client service and operational efficiency.

How does Proclaim CRM compare to its competitors?

Proclaim CRM is known for its industry-specific focus, particularly within the legal sector, which may provide advantages in terms of tailored features and support compared to more general CRM solutions. A detailed comparison should consider specific needs, pricing, and user feedback.

Is Proclaim CRMs platform easy to use?

Proclaim CRM is generally regarded as user-friendly, particularly for those within the legal profession. Training and support are available to assist with onboarding and usage.

How easy is it to set up Proclaim CRMs product or service?

The setup process for Proclaim CRM is designed to be straightforward, though the complexity may vary based on the specific configurations and customisations required. Proclaim offers implementation support to facilitate the process.

Is Proclaim CRM reliable?

Proclaim CRM has a reputation for reliability within the legal sector, with many users reporting positive experiences regarding uptime and software performance. Regular updates and maintenance contribute to its reliability.

Does Proclaim CRM offer customer support?

Yes, Proclaim CRM provides customer support to assist users with any issues or queries they may encounter while using the platform. Support options typically include phone, email, and online resources.

How secure is Proclaim CRM’s platform?

Proclaim CRM implements security measures to protect client data, including data encryption and secure access protocols. Details on specific security practices can typically be obtained from the company directly.

Does Proclaim CRM integrate with other tools or platforms?

Proclaim CRM supports integration with various third-party applications and tools, enhancing its functionality and allowing a more seamless workflow. Specific integration capabilities can be discussed with their team.

Can I use Proclaim CRM on mobile devices?

Proclaim CRM is accessible on mobile devices through a web-based interface, allowing users to manage their tasks and client information on the go.

What do users say about Proclaim CRM?

User feedback on Proclaim CRM tends to highlight its effectiveness in managing legal cases and improving client communication, although some may mention a learning curve associated with its comprehensive features.

What are the pros and cons of Proclaim CRM?

Pros include industry-specific customisation, strong case management features, and dedicated customer support. Cons may involve the initial setup complexity and potential costs for advanced features.

How can I purchase Proclaim CRM’s services?

Prospective clients can purchase Proclaim CRM services directly through their website or by contacting their sales team for more information and to discuss specific requirements.

What is the cancellation or refund policy for Proclaim CRM?

Proclaim CRM’s cancellation and refund policy details are typically outlined in their terms and conditions. It is advisable to review these documents or contact customer service for clarification.

What are the common use cases for Proclaim CRM?

Common use cases include managing client cases, tracking billable hours, handling client communications, and generating reports to improve operational insights within legal and professional service firms.

Why choose Proclaim CRM over other options?

Proclaim CRM is particularly advantageous for firms within the legal sector due to its tailored features, industry expertise, and robust support services, which may not be as prevalent in more generic CRM solutions.

Does Proclaim CRM offer training or tutorials?

Yes, Proclaim CRM provides training sessions and tutorials to help users understand and effectively utilise the platform’s features, ensuring a smoother transition and adoption process.

What languages does Proclaim CRM support?

Proclaim CRM primarily operates in English. For specific language support or additional options, contacting their customer service may provide further information.

What problems does Proclaim CRM solve?

Proclaim CRM addresses challenges related to client management, case tracking, document handling, and billing processes, helping firms to increase efficiency and improve service delivery.

Is Proclaim CRM worth the investment?

The value of Proclaim CRM as an investment can depend on the specific needs of a firm. Many users find that the increased efficiency and improved client management capabilities justify the cost. A thorough assessment of needs and potential ROI is recommended.