Keep your current intake CRM
Kayse works the leads and syncs what you agree to your system: the fields, the direction and who owns the main record. A built-in connector, a Zap to 40+ systems, or a webhook.
See integrations Kayse CRM
Your leads, worked. Your cases, moving.
Kayse CRM holds the lead and the case, runs the workflow and keeps the follow-up going, so your team can focus on the people ready to sign.
Included in every Kayse One plan. No separate CRM charge.
MG
Maria G.Car accident · Website form · Owner: Jordan
QualifiedNew
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14-day follow-up sequence
Example cadence. Customized for your firm.
0Day 0
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Today's tasks
- Intake qualified by Kayse VoiceAutomatic
- Call back about police report detailsJordan · Today
- Request ER recordsSam · Tomorrow
What Kayse CRM does
The next step is never left to memory.
Workflow tracking
See where each lead and case stands, what happens next and who owns it.
Automated tasks
Tasks are created and assigned as things happen. The next step is not left to memory.
SMS text and email campaigns
Reach new leads and current clients with SMS text and email campaigns at scale.
14-day follow-up, your way
A built-in 14-day cadence of calls, SMS texts and emails, customized to your firm.
Notes and full history
Notes, recordings, transcripts, SMS texts and emails, together on one record.
Documents, stored and generated
Store documents on the lead or case. Generate new ones from your templates.
KPI tracking
Track the numbers that matter, from marketing spend to signed cases.
Your team works the leads
AI handles the chasing. Your people step in where they matter most, fully briefed.
Kayse Voice intake, built in
Kayse Voice qualifies intakes and cases on the call with your rules, then routes the right ones to your team or straight to signing.
Two ways to use it
Keep your current intake CRM, or run intake in Kayse.
Same plans, same price, either way. Neither asks your firm to move its practice management software.
Run intake in Kayse
Use Kayse CRM as your intake CRM. We agree which records, fields and history to move, and how the move is checked and approved, before anything moves.
See how launch worksKayse is not practice management or billing. It works with the tools you use for those.
After the signature, the work keeps going.
Already signed. Now hard to reach.
Reconnect with clients who have gone quiet. Kayse helps your firm gather missing information and documents so their cases can move forward.
Ghost Client Reactivation campaigns run from Kayse CRM. Available with Kayse Scale.
- About 45%of quiet signed clients reactivated in the RoundUp campaign: 220 of 485.Signed clients who went quiet. Not new leads, signed cases, settlements or collected fees. Results vary.
Part of Kayse One
Three products. One record.
Every Kayse plan includes Kayse Voice, Kayse CRM and Kayse Sign. When one step ends, the next one starts on its own.
See your leads worked in Kayse CRM.
Bring a list of new leads and a list of clients who went quiet. We will run both workflows live and leave you with a clear next step.