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What is Sonaro?

Discover the advantages of an efficient and user-friendly customer relationship management system by taking advantage of a complimentary 30-day trial! You can easily document any new interactions—be it phone calls, messages, or meetings—related to a contact or organization, while also planning future follow-ups through an integrated task management feature. Setting up new clients is a breeze, and for those who already have established relationships, importing them from previous CRM platforms or Microsoft Excel is a simple task. You can keep track of all upcoming engagements in the 'Calendar' as well as in the 'Actions' list, which helps maintain your organizational structure. With just a click in the ‘Action’ window, you can access the relevant customer profile, ensuring you have all necessary information at your fingertips. Furthermore, the ability to synchronize the ‘Calendar’ with other applications, like Google Calendar, Outlook Calendar, and iCalendar, enhances your productivity. This system also simplifies the management of multiple sales interactions for the same customer, and from the project interface, you can swiftly create tasks and assign them to yourself or colleagues. By opting for this cutting-edge solution, you can significantly improve your business processes and elevate customer engagement to new heights. Take the first step towards transforming your operations today!

What is MatterAlert?

MatterAlert serves as an advanced portal for legal matters, integrating docketing and tickler functionalities to streamline the management of all matter-related information on a single platform. With an efficient docketing system, users can easily monitor essential dates for various matters, ensuring that no deadlines slip through the cracks. The platform features custom deadline calculators and automated calendaring that adhere to court rules across all 50 U.S. states and more than 2,200 jurisdictions, including regulations for two provincial courts and Canada's federal court. Key integrations enhance its capabilities, including PACER for real-time court notifications, Outlook for smooth calendar synchronization, and compatibility with accounting systems like 3E and Aderant, as well as document management systems such as iManage and NetDocuments. Additionally, the ability to create custom matter templates and workflows allows users to adapt the system to their specific operational requirements. When it comes to data security, MatterAlert prioritizes user protection by employing industry-standard encryption methods and enforcing strict access controls to limit sensitive information to authorized individuals only. Regular data backups and secure storage practices are also in place to maintain data integrity and provide peace of mind to users. Furthermore, the platform's commitment to security ensures that legal teams can focus on their work without worrying about potential data breaches.

Media

Media

Integrations Supported

Adyen
Amazon Web Services (AWS)
Cardinity
DPD
Facebook
Google Drive
IDnow
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
PayPal
Paysera
iCalendar

Integrations Supported

3E
Aderant
MS Outlook Email Extractor
Microsoft 365
Microsoft Teams
NetDocuments
iManage

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$20 per user per month

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows
On-Prem

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Sonaro

Company Location

Lithuania

Company Website

www.sonaro.lt/crm-programa-en

Company Facts

Organization Name

PaayaTech

Date Founded

2007

Company Location

Canada

Company Website

paayatech.com

Categories and Features

CRM

Not specified

Categories and Features

Docketing

Calendar Management
Calendar/Reminder system
Case Management
Court Records Search
Document Management
Task Management
Time & Expense Tracking

Matter Management

Not specified

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