Litera Upper Sigma
By Upper SigmaAgent Productivity
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From £30 per user per month
- Listed since
- 2020
About Litera Upper Sigma
The CRM Purpose-Built For Law Firms
The CRM Purpose-Built For Law Firms
CLIENT 360 VIEW Gain full insight into your client relationships, email and meeting activities, marketing engagement, whitespace, and pipeline—plus everything else you expect from a CRM.
ENTERPRISE SECURITY AND SCALABILITY
Access enterprise-level security, scalability, and pre-built integrations by taking advantage of the world's number one CRM platform—Salesforce.
OPEN INTEGRATIONS
Enjoy pre-built integrations with best-in-class legal tools— whether from Litera, such as Foundation and Concep, or from other vendors.
AUTOMATED DATA CAPTURE
Automatically capture contact, client, and activity data with little to no data entry needed.
ACCESSIBILITY
Upper Sigma meets you where you work, whether on mobile, pane, browser, Outlook, or Teams.
Highlights
- Client Relationship Management: Gain full transparency into who knows who and capitalize on your firm’s relationships.
- Event and List Management: Easily build and update lists, manage events, and track everything.
- Referrals Management: Streamline the capturing of referrals, understand their source, and track all activity.
- Client Planning: Standardize your approach to client and practice planning from within your CRM, helping you to proactively manage client retention and growth.
- Reporting and Dashboards: Track, analyze, and understand your pipeline and revenue generating activities to plan and forecast better.
Screenshots and videos
Pricing
Paid, from £30 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | £30 per user | Monthly |
Litera Upper Sigma is priced based on the components that you need to resolve your specific business needs.
The publisher offers discounts.
Compatibility
- Salesforce editions
- Enterprise
- Unlimited
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on October 1, 2020
- Languages
- English
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