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Litera Upper Sigma

By Upper Sigma

The CRM Purpose-Built For Law Firms

No Ratings
£30   GBP/user/month

Discounts available for nonprofits

Business Need
Sales
Marketing
Requires
None

Upper Sigma is the CRM purpose-built for law firms, powered by Salesforce. It provides a 360 view of your clients, is easily accessed via Outlook, Teams, and mobile, requires almost no data entry, and has the flexibility to fit your firm's way of working.

  • Upper Sigma

Highlights

Client Relationship Management: Gain full transparency into who knows who and capitalize on your firm’s relationships.

Event and List Management: Easily build and update lists, manage events, and track everything.

Referrals Management: Streamline the capturing of referrals, understand their source, and track all activity.

Client Planning: Standardize your approach to client and practice planning from within your CRM, helping you to proactively manage client retention and growth.

Reporting and Dashboards: Track, analyze, and understand your pipeline and revenue generating activities to plan and forecast better.

Provider Details

Upper Sigma

Pricing Details

You must pay to use this solution. Discounts are available for nonprofits.

Litera Upper Sigma is priced based on the components that you need to resolve your specific business needs.

Default Plan

£30 GBP/user/month