1CRM vs. CosmoLex

While using 1CRM, I would be able to get the knowledge of customers preference, like how they would like to purchase the products. I'm able to build a good relationship with them. Even if I don't come to know about the contact information of customers, 1CRM ease to recall the full details of the customers.

Because it is cloud based, CosmoLex is well suited for a lawyer starting up a practice as there is no need for a server. It is also very easy to use from home as it doesn't require a remote session to login, but can be used from any device. It is not well suited for a practice that requires a very fast pace for accounting as it takes a bit of time for each transaction to load, frustrating the user and causing them to lose momentum. On the other hand, if time is taken to set things up, there are a few tools that make importing expenses much quicker, and time can be made up by just taking some time to set things up.

Incentivized

• Sales management.
• Marketing management.

Incentivized

• Bookkeeping and billing
• Overall practice management
• Responsiveness and support

Incentivized

• It should also have voice commands.
• UX needs to be more interactive.
• Rest is great.

Incentivized

• File separation and security like ethical was to prevent opposing council in the same company from having open access to other clients.
• More detailed user management.

1CRM is wonderful and has helped my company grow and be prosperous. I highly recommend it!

Incentivized

There is far too much reliance on symbols versus words, and it is sometimes difficult to navigate to the function you need. CosmoLex offers great support, knowledge base, and training, but sometimes you just don't have an hour to spend learning how to do a basic function that you have forgotten, and you just need it to WORK. It would be great to have the option of having word labels instead of picture symbols. It would also be great to have full functionality in the smartphone app. It just is not good. Not good. Pretty much everything keeping me tied to CosmoLex is on the money management side.

Incentivized

I've had some questions and difficulty especially in data reporting and lead tracking but was solved very efficiently.

Incentivized

I think that CosmoLex actually relies so much on its stellar support infrastructure that it forgets we don't actually want to have to use it. Just make the darn thing easier to navigate and understand, and you won't need all that client-facing support. You can choose chat, email, phone, knowledge base, embedded training videos within the different pages, but darn it all, I just want it to be more intuitive instead.

Incentivized

While comparing 1crm with ClickUp, I'm able to take 5 screenshots in 1crm whereas in ClickUp i'm able to take only 4 screenshots .

I used CosmoLex over PC Law mostly because it was cloud-based, and I used it over Clio because the accounting for Clio required the use of both Clio and QuickBooks which made for very inefficient data entry. CosmoLex is slower than PCLaw when inputting entries, but I believe that in the long run, it will be better as CosmoLex is better situated to move forward with new technology.

Incentivized

• It has overall increased sales productivity.
• Has reduced lead time for customer and made the deliveries faster and more efficient.

Incentivized

• Time is the greatest factor when it comes to managing and creating documents and client accounts.
• Tracking client data.