List of Collier Pickard Metis Professional Services CRM Customers
Sundridge, TN14 6AB,
United Kingdom
Since 2010, our global team of researchers has been studying Collier Pickard Metis Professional Services CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Collier Pickard Metis Professional Services CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Collier Pickard Metis Professional Services CRM for CRM include: Bevan Brittan, a United Kingdom based Professional Services organisation with 650 employees and revenues of $100.0 million, Veale Wasbrough Vizards, a United Kingdom based Professional Services organisation with 600 employees and revenues of $70.0 million, Ward Hadaway, a United Kingdom based Professional Services organisation with 500 employees and revenues of $63.0 million, Russell Cooke Solicitors, a United Kingdom based Professional Services organisation with 358 employees and revenues of $40.0 million, IBB Law, a United Kingdom based Professional Services organisation with 167 employees and revenues of $21.0 million and many others.
Contact us if you need a completed and verified list of companies using Collier Pickard Metis Professional Services CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Collier Pickard Metis Professional Services CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Bevan Brittan | Professional Services | 650 | $100M | United Kingdom | Collier Pickard | Collier Pickard Metis Professional Services CRM | CRM | 2020 | n/a |
In 2020, Bevan Brittan deployed Collier Pickard Metis Professional Services CRM, implementing a CRM to support client intake and relationship visibility. The Collier Pickard Metis Professional Services CRM is surfaced on the firm website to expose client facing profiles and to capture inbound enquiries into structured client records and engagement requests.
The implementation focused on standard CRM functional modules including contact and relationship management, opportunity and pipeline management, engagement tracking, proposal and matter intake workflows, and reporting dashboards to support business development and client service teams. Configuration emphasized role based access controls, data classification for client confidentiality, and templated intake workflows to align CRM records with professional services engagement lifecycles.
Operational coverage included business development, client service partners, and engagement teams across the firm, with the website integration used for public facing profile visibility and automated capture of prospect details into the CRM. Governance and rollout included staged configuration of intake states and user permission policies to ensure consistent record creation and lifecycle handoffs between marketing, BD, and delivery teams.
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IBB Law | Professional Services | 167 | $21M | United Kingdom | Collier Pickard | Collier Pickard Metis Professional Services CRM | CRM | 2020 | n/a |
In 2020, IBB Law implemented Collier Pickard Metis Professional Services CRM on its website, deploying Collier Pickard Metis Professional Services CRM as the firm's CRM. The implementation positioned the application to centralize client contact records and business development activity within the CRM.
Configuration focused on typical professional services CRM capabilities, including contact and matter record structures, opportunity and pipeline tracking, and web based client intake forms. The Collier Pickard Metis Professional Services CRM implementation included role based access controls, customized data fields for legal matters, and workflow automation for lead capture and qualification. These module level configurations reflect standard CRM functional workflows for professional services firms.
Operational coverage targeted business development, marketing, and fee earners to create a single source of client relationship data, with the system surface presented on the firm website to capture inquiries and route leads. Governance was organized through firm level administration and role based user provisioning, aligning CRM usage with business development and client intake processes.
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Russell Cooke Solicitors | Professional Services | 358 | $40M | United Kingdom | Collier Pickard | Collier Pickard Metis Professional Services CRM | CRM | 2020 | n/a |
In 2020, Russell Cooke Solicitors deployed Collier Pickard Metis Professional Services CRM on their website. The Collier Pickard Metis Professional Services CRM serves as the firmwide CRM to centralize web enquiry capture, consolidate client contact records, and support engagement tracking aligned to professional services workflows. The deployment embeds a web-accessible intake front end into the CRM to route enquiries directly into the firm’s client intake pipeline.
Configuration emphasized contact management, client intake, and engagement tracking modules typical of CRM systems for professional services, with role based access controls and data governance rules to manage client records and consent. Operational coverage included fee earners, client services, and business development functions across the firm, using the web embedded interface to qualify and route matters. Rollout activities focused on administrative configuration of the CRM data model and user training to align system workflows with existing firm practice management processes.
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Veale Wasbrough Vizards | Professional Services | 600 | $70M | United Kingdom | Collier Pickard | Collier Pickard Metis Professional Services CRM | CRM | 2020 | n/a |
In 2020, Veale Wasbrough Vizards implemented Collier Pickard Metis Professional Services CRM. The Collier Pickard Metis Professional Services CRM is deployed on the firm s website and serves as the firm s CRM platform for client engagement and business development within the United Kingdom professional services environment.
Deployment emphasized professional services CRM capabilities including contact and firm relationship management, opportunity and pipeline management, client intake and matter engagement tracking, proposal and quotation orchestration, and time capture workflows aligned to fee earner activity. The Collier Pickard Metis Professional Services CRM was configured to present role specific dashboards and reporting to support commercial, partner, and client service decision making.
Operational scope covers the firm s commercial, business development, and client service teams, with centralized data stewardship and governance to maintain account records and engagement lifecycles. Rollout focused on web facing client engagement touchpoints and standardized intake to engagement workflows to align front office use with firmwide CRM processes.
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Ward Hadaway | Professional Services | 500 | $63M | United Kingdom | Collier Pickard | Collier Pickard Metis Professional Services CRM | CRM | 2020 | n/a |
Ward Hadaway implemented Collier Pickard Metis Professional Services CRM in 2020, deploying a CRM solution embedded on its public website to centralize client and prospect interactions. The Collier Pickard Metis Professional Services CRM is used as a CRM to support professional services client lifecycle management across the firm.
The implementation emphasizes core professional services CRM capabilities, including contact and client record management, opportunity and pipeline tracking, activity and task tracking, configurable client intake forms, and dashboard reporting. Configuration work focused on aligning matter and client schemas to fee earner workflows, and on role based access controls and audit logging to match professional services compliance needs.
The deployment is web integrated, with the website linked to the CRM for direct lead capture and client form submission, and with document links surfaced to client-facing records. Operational coverage centers on business development, marketing, and fee earning teams within Ward Hadaway in the United Kingdom, using the Collier Pickard Metis Professional Services CRM as the primary system for new client intake and ongoing relationship management.
Governance was structured around centralized data standards and intake workflow rules, with named user profiles and approval paths for client onboarding and opportunity progression. Training and phased enablement targeted client-facing teams to standardize activity logging and pipeline discipline, while ongoing administration focused on maintaining data quality and form driven capture from the corporate website.
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