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In Search of a way to Grow Advocacy, while Influencing Revenue


Customers joined the reference pool in 3 months


Customer Stories and quotes in 4 months 


Closed won customers in 6 months. More than double in 1 year.

Growing Advocacy and Influencing Revenue

Leading legal practice management cloud software company, CosmoLex, was looking for a system to manage and scale customer advocacy.

“We didn’t know what exactly we wanted, we only knew our objective was to grow customer advocacy, increase loyalty, and do so with a clear impact on revenue.” 

– Josh Goldberg, Marketing Director

CosmoLex reviewed vendors, trying to solve for several needs, yet all the alternatives were focused on a specific need, such as customer referrals, without creating a centralized framework for advocacy and customer engagement. The idea of managing and purchasing several tools wasn’t appealing.  Josh Goldberg, Marketing Director at CosmoLex, was referred to Crowdvocate as an holistic solution. Once he saw that Crowdvocate supports all of their use cases in a single platform, connects to CRM, and supports SSO integration with their product, he recognized a potential solution. The first step was a trial where they wanted to make sure the CosmoLex team can achieve their objective to generate advocacy at scale with a small team, and measure the influence on revenue. 

While rolling-out their customer advocacy program, Crowdvocate worked with Josh Goldberg and Maria Spanicciati, the Content Marketing Manager, to make the launch process smooth and seamless. 

“We were looking for a way to communicate with all of our users in a way that encourages engagement in one location – starting from our SaaS product.

Crowdvocate has created an ideal environment for our customers to take action, and for us to accomplish our goals while also making it easy to acknowledge and reward advocates for their actions.” 

Maria Spanicciati, Content Marketing Manager

CosmoLex’s Loyalty Program Login Page 

Streamline Advocacy Operations with Minimal Effort

One of the invaluable benefits that Crowdvocate has provided for the CosmoLex team is efficiency. Capturing tens of referrals, reference customers, quotes and customers stories, reviews and more, became totally automated and requires minimal administration and program management effort by the team.  

“The best thing about Crowdvocate automation is that with minimal effort, roughly 1 hour a week, we can achieve our advocacy goals, while the system streamlines all the processes and outreach for us.” 

Maria Spanicciati, Content & Advocacy Manager

CosmoLex now has crucial visibility into their advocate customer base and can reach customers across the entire customer lifecycle. Through a simple process, Maria creates various ASKs to target specific cohorts of users. Whether she wants to target CosmoLex’s customers by location, CRM attributes, product usage e, or past activity she can do so within minutes. 

Major Influence on ROI

“The Crowdvocate team has been extremely supportive in helping us establish a strategy to reach our goals!” 

Josh Goldberg, Marketing Director

CosmoLex approached Crowdvocate looking to not only increase customer engagement and collaboration, but also see an increase in revenue. Crowdvocate helped to achieve this by dramatically increasing the number and quality of referrals, allowing over 40% win rate, as well as supporting sales teams with new customer stories,reviews, and references.  

CosmoLex is a cloud-based law practice management software that integrates trust & business accounting, time tracking, billing, email & document management, and tasks & calendaring, in a single application.

Industry: Computer Software

Location: New Jersey, USA

Company Size: 51-200 employees

Software: Legal Practice Management Cloud

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Over 40% referral win rate. Uncomparable CAC (customer acquisition cost) and time to close

Ready to Discuss?

Let Crowdvocate help you and your company step into the future of automated customer engagement marketing with confidence

Ready to Discuss?

Let Crowdvocate help you and your company step into the future of automated customer engagement marketing with confidence.