ContactManager

Epona ContactManager is a customer relationship management (CRM) solution built for law firms and professional services organizations to centralize client and contact data, support matter intake, and manage business development and marketing activities.

Key features and functions include:

Contact and Relationship Management
Contact information for clients, prospects, and key individuals is created and stored centrally, with client communications, emails, notes, and documents consolidated in one location.

Activity Tracking and Follow-Up
Client interactions and activities are recorded, with scheduled follow-ups and a relationship tracking module supporting ongoing client management.

Data Quality Management
A deduplication module maintains data integrity, supported by integration with Chamber of Commerce and postal code databases.

Marketing Campaigns
Email campaigns can be created and automated using customizable templates, with reporting and analysis tools to track campaign performance. The tool integrates with email marketing platforms including Spotler, Campaign Monitor, Azavista, and MailChimp.

Collaboration
Client information and updates are accessible on a team basis, supporting collaborative business development and strategy planning.

System Integrations
ContactManager connects with legal practice management systems, including Elite, Aderant, NEXTmatters, FORTUNA, CClaw, Fidura, and Legalsense, reducing duplicate data entry.

Search and Retrieval
Advanced search capabilities support quick retrieval of contact and client information.