Video Tutorial: Deep dive into CRM on FilePro

In October, we highlighted how firms are using FilePro as their CRM and received a lot of interest.

While this article provided an overview, we’ve put together a detailed video on FilePro’s CRM capabilities, including customisable data, emailing, SMS, CRM reporting, new business tracking, and conflict checking functionality.

For many, this short video could save your firm the need to integrate an external CRM platform.

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