CP Direct vs Ferrum CRM

CasePacer is the case management software that works the way you work, as it was made by lawyers for lawyers. The data that is input into CP Direct by your client is saved directly into CasePacer’s secure database. It allows your team to focus, communicate, collaborate and account for the details of the case, and keeps your clients involved and informed.

Software waits. Ferrum works. Ferrum is your AI sales team in one clean app — a house of AI agents that answer leads, book calls, chase follow-ups, and keep your pipeline moving while you run the business. Everything your business needs, none of the bloat. Built for agencies and the service businesses they run. Fewer features, each one bulletproof. INBOX — EVERY LEAD, EVERY REPLY, ONE PLACE Texts and emails land in a single unified inbox. Answer in seconds, assign threads to your team, and never let a lead slip through. PIPELINE — CLOSE DEALS FROM YOUR PHONE Your pipeline stage by stage, deal by deal, with values in plain sight. Tap to move a deal forward and always know where every job stands. CONTACTS — FULL CLIENT CONTEXT IN SECONDS Every contact with their conversations, deals, tags, and history in one record. Search, call, text, or book straight from the profile. CALENDAR — YOUR SCHEDULE, HANDLED Online bookings land on your calendar automatically. See today at a glance, reschedule with a tap, and sync with Google Calendar or Apple iCloud. CLIENT PORTAL — ONE CLEAN THREAD Your clients get their own simple view: one conversation that brings their texts, emails, and calls together. No confusion, no training. WORKS WITH YOUR TOOLS Jobber and QuickBooks connect in minutes, so jobs, invoices, and bookings stay in sync. SECURE BY DEFAULT Data is encrypted in transit. Credentials live in the device's secure enclave (iOS Keychain). No advertising SDKs. Your data is never sold. Ferrum is the mobile app for Ferrum accounts. Sign in with your Ferrum login at app.getferrum.com.