Corefactors AI CRM

Corefactors AI CRM

Corefactors
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About

Corefactors AI CRM is a RevOps enabled CRM to help business break silos between teams and automate revenue operations that includes Sales, Marketing, Support and Success. Key Features include lead management, Inbuilt cloud telephony, Marketing Automation across multiple channels, Pipeline Management, Robust Ticketing system, Task Management and AI Powered alert/triggers and Customized Reports to help make informed decisions efficiently and grow faster. Sales Box is cloud based RevOps-enabled Sales CRM powered with AI, crafted to help business automate sales processes. Now manage leads efficiently and effortlessly at scale without missing any opportunities. Powerful dashboards with AI-based predictive lead scoring to help sales team prioritize and predict future sales.

About

Simple lead tracking for law firms. Gain better knowledge of where your leads are coming from. Completely manage your marketing efforts. Increase your profits without more spending. Know your ROI on all advertising. Track the outcome of every lead. Compare outcomes by attorney and intake staff. Lead Docket provides tools not found in case management systems to ensure timely followup with leads to increase your conversion rate. Stop trying to manage leads in your mailbox. Capture every lead from every source in one place to ensure that you never lose another lead. Developed in collaboration with top attorneys and legal marketing experts. Search, sort, filter, duplicate checks, tagging, import, and other great features to manage leads. Track inbound and outbound referrals. Optionally email lead details to referral partners. Automatically generated task assignments to ensure you never let a lead slip through the cracks.

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

Companies interested in a RevOps-enabled AI CRM

Audience

Law firms looking for a legal case management solution to facilitate and optimize their operations

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

$8.99/month
All prices billed annually per user
Free Version
Free Trial

Pricing

$125.00 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 4.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 4.0 / 5
support 3.0 / 5

Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 2.0 / 5
design 1.0 / 5
support 1.0 / 5

Pros & Cons from Real Users

Pros

  • Email marketing, toll-free, missed call, landing page builder, IVR - all at one place. Plus, lead management and customer success stuff. Excellent. Brilliant product team and support.

Cons

  • The only con is that the support team works crazy 24x7. They are just too supportive to say anything bad.

Pros & Cons from Real Users

Pros

  • In theory this would combine all marketing channels and produce easy to read financial reports. I like the concept only!

Cons

  • The onboarding team is lack luster, they don’t understand a large swath of integrations and rely on the client to figure out forms and other technical aspects. They fail to tell you that the entire time of onboarding no matter how long it takes you’ll be billed full cost for a platform you cannot use. It took us 4-5 months to onboard and integrate this to Filevine.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Corefactors
Founded: 2013
India
www.corefactors.ai/

Company Information

Lead Docket
Founded: 2014
United States
leaddocket.com

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot

Alternatives

Categories

Categories

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Campaign Management Features

Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Revenue Operations Features

Account Health Dashboard
AI Insights
Automatic CRM Updates
Contact / Activity Tracking
Revenue Dashboard
Revenue Intelligence / Reporting
RevOps Automation
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Integrations

Alert Communications
ApexChat
CallRail
CasePacer
Chat Agents
Docusign
Google Analytics
Google Workspace
Lexamica
Neodeluxe
Ngage Live Chat
PracticePanther Law Practice Software
Prevail Case Management System
QuickBooks Online
SendGrid
SmartAdvocate
Twilio
WordPress
Zapier

Integrations

Alert Communications
ApexChat
CallRail
CasePacer
Chat Agents
Docusign
Google Analytics
Google Workspace
Lexamica
Neodeluxe
Ngage Live Chat
PracticePanther Law Practice Software
Prevail Case Management System
QuickBooks Online
SendGrid
SmartAdvocate
Twilio
WordPress
Zapier
Claim Corefactors AI CRM and update features and information
Claim Corefactors AI CRM and update features and information
Claim Lead Docket and update features and information
Claim Lead Docket and update features and information