Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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
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Audience
Attorneys and Law Firms
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free
Free Version
Free Trial
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Pricing
$25 per user per month (Billed annually)
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCRMit
Founded: 2016
United States
crmit.app/
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Company InformationCase UI
Founded: 2020
United States
caseui.com
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Alternatives |
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Categories |
Categories |
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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
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Integrations
No info available.
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Integrations
No info available.
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