CasetrackerLaw

Everything you need... and more!

Comentários: This full service software is beyond anything that I could possibly ask for with the extremely affordable price tag. It's replaced several of my systems and reduced my work load so much. It's a Debtor management system, a creditor management system, and a sales pipeline system all in one. I switched from a free solution to this solution - that should tell you just how incredible this solution is.

Vantagens:

This product is very user friendly and is full of features that you know that you need and features that you probably haven't thought of. I really like how it's been designed to specifically fit those who need judgment enforcement software. The client portal is an excellent feature and comes standard with the service. The staff and support team for CaseTrackerLaw are phenomenal and really care about their clients. If there's a feature that's not included, they'll work on getting that created specifically for your company and at an affordable rate.

Desvantagens:

Getting set up is a little intensive and time consuming - but that's because you're really customizing the software to fit your specific company and needs. Things can be a little confusing when you're getting on-boarded, however, they offer free training sessions while you're getting oriented to the software and take the time to explain things and aid you in getting set up. I wish there was a way to pre-load or add in some API information for MicroBilt and Delvepoint to aid in skip tracing, but that's always an option to ask for later and not a core requirement.

The easiest CRM to help you sell more

Vantagens:

After demos with SalesForce and multiple other CRMs, Casetracker was hands down the best for organizing my sales process and being able to prospect quickly. Even the sales rep at SalesForce said that my prospecting would slow down if I used SalesForce compared to CaseTracker. In a world where everything is getting more complicated, I love being able to manage my clients and prospects in the most user-friendly system. Casetracker allows me to spend less time managing my data and more time selling and getting new clients. I highly recommend!

Desvantagens:

If I had to pick something, maybe an optional color scheme?

Straightforward and to the point.

Vantagens:

*The ability to customize the interface to your liking. *Easy of use. *Customer Support. *Secured personal data

Desvantagens:

The initial Login Screen I think needs a better presentation (Graphical Upgrade) as well as the user interface.

Great Product: Easy to Setup, Easy to Use, Helpful Support Team

Vantagens:

The product readily fits a wide practice range. It allows simple and secure access to clients to assist the firm with its duty of client communication. The team behind CasetrackerLaw cares about your firm's happiness with their product and will customize it to your firm's needs.

Desvantagens:

Nothing - it's the best option currently available for my firm's needs.

Collection Software: Very flexable in what you can do with it. I love it.

Comentários: I have been running a Judgment Recovery business for the last 7 years and have been using the same software vender, the data base I was using was specifically designed for the Judgment Recovery business, but it had no way of exporting my data into any useable format that any other vender could use. I found this out in my quest to find a replacement software. The software business was sold in 2018 to a new owner, that promptly increased the annual subscription rate from $49.00 to $69.00 a year, so I’m thinking I can live with that.
In April 2019 my subscription was up for renewal, I paid my $70.00 annual fee, but I could not log into my database, I could not get a hold of the new owner to get into my database. The only contact information I had on the new owner was a email address that I had sent several emails to with no response back.
I was locked out for 2 days not able to work. Luckily I saved the contact info of the old owner and was able to log into my database after I emailed the previous owner a copy of my paid invoice. So I’m thinking about what happens next year when I try to renew my subscription? 
I never want to be in that position again, and that is why I am with Casetracker, a company that stands behind their product and has a way to export my data into a useable format that I can use. 
I was looking for collection software that did everything my existing software did and more, I found it in Casetracker, it is a very feature rich database that is very flexible.

Vantagens:

When I am entering data in all the boxes, if I forget one that is supposed to be filled, the system will not let me submit the information until all the designated boxes are filled.

Desvantagens:

Documents can be a challenge, because of all the variables in font size, styles and browsers used. But like with any new software you are going to have a learning curve to deal with.