Plays well with others

Capsule CRM

Online CRM for individuals, small businesses and sales teams wanting a simple, effective and affordable solution.

Clio is a powerful, innovative, user-friendly cloud-based law practice platform.

Clio Grow is legal intake software that helps attorneys capture, qualify, and convert new potential clients.

Software to fuel your growth and build deeper relationships, from first hello to happy customer and beyond.

Lawmatics is a marketing automation, contact management (CRM), and intake platform for lawyers, by lawyers.

Lead-tracking and intake software for law firms.

Lexicata is a cloud-based CRM and client intake system for law firms.

Law practice management software made easy. Automate your firm, and get more done in less time.

Salesforce is a popular CRM that allows businesses to manage their sales, marketing, and customer support efforts in the cloud.

Wealthbox is a modern, web-based CRM for financial advisors.

Zapier lets you set up automated workflows called “Zaps” that pass info between Smith.ai and the apps you use.