SugarCRM integration: Drive sales and create memorable client experiences 

Use SugarCRM to nurture leads and communicate with your clients? Lawsyst’s seamless SugarCRM integration allows you to manage your everyday sales, marketing, and client engagement tasks from one unified platform.  

Book a demo
Banner Image

What is SugarCRM?

SugarCRM gives businesses and sales teams the ability to strengthen relationships with existing clients and convert qualified leads into paying clients. Packed with powerful marketing automation software, sales intelligence insights, and customer service features, this sophisticated client relationship management system is designed to relieve administrative burden while boosting profitability.  

 

What are the benefits of integrating SugarCRM with Lawsyst? 

Our cloud-based practice case management software has been developed to help law firms save time, automate key processes, and manage clients and matters from a central location. SugarCRM works in much the same way, which makes combining the two systems a no-brainer:  

  • Two-way sychronisation: Eliminate siloed working. With our SugarCRM integration, any updates to client communication logs, case details or marketing preferences are automatically synced across both systems. This eliminates pointless busy work and ensures that every team member always has access to the latest, most accurate information. 

 

  • Improved conversion rates: SugarCRM’s formidable marketing automation features help generate high-quality leads, maximise ROI, and boost client retention. From running tailored email campaigns to predictive lead scoring, SugarCRM gives you the confidence to target the right people at the right time.  

 

  • Real-time communication records: Stay on top of firm-client interactions. Our SugarCRM integration provides instant access to up-to-date communication logs, allowing you to see when contact was last made and what was discussed. This helps to foster seamless collaboration across your legal team. 

 

  • Increased client satisfaction: Lawsyst’s SugarCRM integration enables clients to connect with you via phone, email or live chat at any time. This allows you and your team to craft swift responses to their enquiries, thereby minimising delays and improving satisfaction levels. 

 

  • Advanced reports and insights: SugarCRM allows you to create visual reports that give crucial insights into your law firm’s activities. These can be used to measure client engagement and retention levels, evaluate practice performance, and identify opportunities for growth.  

 

Find out more

Connect other essential business tools to our practice management system  

Lawsyst integrates with numerous platforms and systems used by legal professionals in their everyday operations, helping to save time, reduce manual tasks and boost productivity. 

 

Legal accounting systems

Streamline routine financial management tasks by connecting to your Xero accounting software or our MTD-ready VAT return system. Lawsyst's legal accounting integrations give you greater control over cash flow, enable accurate record-keeping, and ensure industry compliance. 

 

Microsoft Outlook

Synchronise calendars to keep fee earners and legal staff on top of key deadlines and crucial client appointments. With Lawsyst’s Outlook integration, you can ensure optimal case management efficiency at all times.  

 

Data visualisation platforms

A better way of understanding your data. With our integrations for Power BI, Looker Studio, and Tableau you can visualise your data in real time to uncover trends, correct inefficiencies, and make better business decisions.  

 

Alternative CRM systems

Use another CRM platform for scoring leads, managing prospects, and engaging clients? Explore our intuitive Salesforce and HubSpot integrations to strengthen your relationships with potential and existing customers. 

 

Frequently Asked Questions
Why should I integrate SugarCRM with Lawsyst?

Lawsyst’s integration with SugarCRM connects your case management and CRM systems, enabling seamless client and lead management, automated workflows, and enhanced reporting.

How will this integration benefit my law firm?

Our SugarCRM integration streamlines client communication, automates follow-ups, improves lead tracking, and provides valuable insights into your law firm’s performance, helping you boost efficiency and client satisfaction.

What data is synced between Lawsyst and SugarCRM?

The integration syncs client details, case information, communication logs, marketing preferences, and follow-up tasks, ensuring real-time data consistency.

Does the integration support two-way synchronisation?

Yes, any updates made in either Lawsyst or SugarCRM are automatically reflected in both systems, eliminating duplicate work and keeping your data up to date.

Can I manage both clients and leads via SugarCRM and Lawsyst?

Yes. You can track and nurture potential clients while efficiently managing ongoing cases and client interactions.

Does your integration allow for automated follow-ups?

Yes, with our integration, you can set up automated reminders and emails to ensure timely communication with leads and clients.

How will this integration improve client communication?

Clients can connect with you via phone, email, or live chat, and all interactions are logged across both systems, ensuring you submit quick responses and build better relationships.

Can I generate reports using SugarCRM?

Yes, SugarCRM allows you to create visual reports that measure client satisfaction, track case progress, assess individual and team performance, and identify growth opportunities.

Does this integration work on mobile devices?

Yes, you can access and manage lead and client data on the go, with Lawsyst's mobile app.

How does your SugarCRM integration help with my practice's marketing efforts?

SugarCRM’s marketing automation tools allow you to run targeted email campaigns, track engagement, and convert leads into clients more effectively.

What happens if I encounter issues with your SugarCRM integration?

Our technical team is always on hand to answer your questions. You can contact via phone, email or live chat, and we will work with you to provide a workable solution to your issues.

How do I get started with Lawsyst's SugarCRM integration?

If you're an existing Lawsyst and/or SugarCRM customer, simply reach out to us at your earliest convenience and we will help you get things moving.

If there’s anything we haven’t covered here or you have any specific questions about your account, just let us know and we’ll be happy to answer them. If you’re not a customer yet but curious about our plans, contact us