Lata for professional services companies

Lata for professional services companies

The CRM built to manage your entire client lifecycle

The CRM built to manage your entire client lifecycle

Centralize client information, manage requests workflows,

and deliver exceptional client experiences.

Centralize client information, manage requests workflows, and deliver exceptional client experiences.

Centralize client information, manage requests workflows, and deliver exceptional client experiences.

Most CRMs are built for sales teams, not service businesses.

Most CRMs are built for sales teams,

not service businesses.

Professional service firms need a CRM that understands how they work. From managing ongoing client requests, centralizing data and automating repetitive tasks—Lata simplifies every part of your operation.

Professional service firms need a CRM that understands how they work. From managing ongoing client requests, centralizing data and automating repetitive tasks—Lata simplifies every part of your operation.

Know

Know

Smart client profiles

Smart client profiles

Keep every detail about your clients in one place—information, requests, updates, and communication history. Easily bring in data from the tools you already use.

Centralize every detail about your clients in one place. information, requests, updates, and communications history

Records

Companies, people, deals, or any custom-defined objects

Simplify

Simplify

Simplify your internal processes

Simplify your internal processes

Save hours by organizing your internal processes with reminders, status updates, mentions and tasks

Save hours by organizing your internal processes with reminders, status updates, mentions and tasks

Records

Companies, people, deals, or any custom-defined objects

Align

Align

Branded client portals

Branded client portals

Give your clients a secure, professional portal to submit requests, access files, and track updates—branded with your company’s name and colors

Give your clients a secure, professional portal to submit requests, access files, and track updates—branded with your company’s name and colors

Records

Companies, people, deals, or any custom-defined objects

Structure

Structure

Custom objects

Custom objects

Structure your CRM to fit how your business works.

Track deals, projects, or anything else you define.

Structure your CRM to fit how your business works.

Track deals, projects, or anything else you define.

Records

Companies, people, deals, or any custom-defined objects

Features

Features

Plus, all the essentials of a powerful CRM

Plus, all the essentials of a powerful CRM

Infinitely customizable

Design unique stages and milestones for each pipeline, track progress in a way that truly reflects your business.

Integrated Email & Calendar

Keep emails, meetings, and follow-ups in sync automatically. Keeping all customer interactions logged and accessible.

Real-time collaboration

Work together effortlessly, share notes, and in-app notifications.

Reminders

Set reminders for key follow-ups and tasks and stay proactive.

Automatic Data Enrichment

Instantly enrich customer profiles with up-to-date information like company size, industry, and contact info.

Security

Security

Enterprise-grade security

Enterprise-grade security

Built to comply with industry standards.
Plus, we can meet any security requirements you may have

Built to comply with industry standards. Plus, we can meet any security requirements you may have

FAQs

How is Lata different from other CRMs?
How is Lata different from other CRMs?
How is Lata different from other CRMs?
Can I customize Lata for my specific workflow?
Can I customize Lata for my specific workflow?
Can I customize Lata for my specific workflow?
Can Lata integrate with tools I already use?
Can Lata integrate with tools I already use?
Can Lata integrate with tools I already use?
How easy is it to get started with Lata?
How easy is it to get started with Lata?
How easy is it to get started with Lata?
What kind of support does Lata provide?
What kind of support does Lata provide?
What kind of support does Lata provide?
Is my data secure on Lata?
Is my data secure on Lata?
Is my data secure on Lata?

Have other questions? Feel free to reach out at team@lata.so!

TL;DR

TL;DR

The CRM to manage ongoing client operations

The CRM to manage ongoing client operations

The CRM for better client relationships

The CRM for better client relationships

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