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About

CRMit is a simple, all-in-one business management and CRM platform built to streamline core small business operations from customer relationship management and task organization to invoicing and time tracking within a single system. It centralizes customer data in a 360-degree view so users can effortlessly manage contacts, track purchase and supplier information, and maintain detailed job and task records with linked time entries. It lets you quickly create professional invoices, proforma invoices, and quotations, supports contract management with recurring billing, and helps monitor sales opportunities through an intuitive pipeline. Jobs and tasks can be logged, prioritized, and assigned to staff, with features for notes, attachments, and real-time status updates. CRMit also offers customizable dashboards, staff management tools including GPS tracking and leave calendars, and detailed product catalog management.

About

Case UI is a legal case management solution that helps small to midsize law firms streamline operations related to client management, invoice generation, task assignment, and more on a centralized platform. It allows users to define flat fee or hourly billing fee billing to accordingly create invoices and track payment status. Case UI enables administrators to configure access rights, allowing specific employees to edit and update details across tasks, cases, and clients. The search and data filtering functionalities let staff members identify possible conflicts of interest across clients and cases. Additionally, managers and leaders can review the dashboard or generate reports to be apprised about the status of important due dates, and gain insights into the number of total cases based on specific practice areas and subareas, such as litigation, real estate, matrimonial, assault, defamation, and immigration, among other categories.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Small business owners, professionals, sole traders, and small teams who want an all-in-one platform to manage customers, jobs, invoicing, time tracking, tasks, and sales workflows in one central system

Audience

Attorneys and Law Firms

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Free Version
Free Trial

Pricing

$25 per user per month (Billed annually)
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CRMit
Founded: 2016
United States
crmit.app/

Company Information

Case UI
Founded: 2020
United States
caseui.com

Alternatives

BlinQ

BlinQ

BlinQ Software

Alternatives

Case Master Pro

Case Master Pro

CMPOnline
Easy CRM

Easy CRM

Shoppias
Immigration Speed

Immigration Speed

My Legal Software
FinKoper

FinKoper

Alfa Solution spol. s.r.o.
Case&Point

Case&Point

Corporate Legal Solutions

Categories

CRM

Categories

Legal Case Management Features

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Integrations

No info available.

Integrations

No info available.
Claim CRMit and update features and information
Claim CRMit and update features and information
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Claim Case UI and update features and information