What is CRM?

What Is a CRM?

Zola Suite's CRM is a Customer-Relationship Management system to better manage your Leads, intake, and referrals! 
  • Identify and cultivate high-value prospects

  • Automatically track where your leads are coming from

  • Organize leads by source, practice area, and potential revenue

  • Convert leads to Matters in Zola Suite with a single click

  • Streamline leads that come directly from your law firm website contact forms

  • Generate meaningful metrics to guide your practice

    • Related Articles

    • Where Can I Find My CRM Token for My Webform?

      Your token for CRM will be used when you are adding the CRM to your website. To locate this token: Go to Firm Settings Select CRM Options and under "Token for External Submissions," you will see your token. This token can then be added to your ...
    • How Do I Manually Add the Zola CRM Webform to my Website?

      Zola Suite's CRM feature allows you to have leads created for you directly through your website. When a prospective client fills in their information through your online form, their details will automatically show up in Zola CRM. If you have a ...
    • How Do I Install the Zola CRM Web Form on My Wordpress Website?

      Zola CRM will allow you to manage your leads. One way that leads can enter your funnel is from your website Zola CRM has the ability to capture web form data and place it into the CRM seamlessly using Gravity Forms as the web form creator and our ...
    • How Can I Protect my Webforms From Spam?

      Many law firm websites receive large amounts of bot and spam submissions to public forms embedded on their websites. These submissions can get in the way of reporting and will require submissions to be cleaned of any junk. There are multiple methods ...
    • How Do I Create Leads?

      If you would like to enter in a Lead manually into your Zola CRM you can do so by:  Using the Quick Add tool From the CRM section, click on the plus sign on the color bar Both of the above options will bring you to the New Lead modal: You will need ...

    Status

    Experiencing degraded performance in Zola Suite?