RedView CRM is designed to help you manage your business development efforts and grow your business. It has been specifically built for law firms and is integrated with your practice management system.
The system has two major components. The first is about tracking new leads and providing tools to better monitor, manage and automate the “sales” process so that you have the best chance of winning the client.
The second is about leveraging practice management system and other data for marketing lists, referrer management and client intelligence, to better develop the top of the funnel and manage the client relationship.
Simple data capture
A powerful API allows capture of information from your web site and other forms, while Outlook add ins allow automated data capture.
Don’t miss a beat
RedView CRM monitors activity to prompt and remind users to act. Nothing slips through the cracks!
Tailored follow up
Integrated email templates and meeting booking functionality make personalised follow up simple.
Management tools
Kan Ban boards allow you to easily oversee and manage day to day business development activity.
Analytics
Dashboards of detailed analytics are instantly available to provide high level insight into marketing efforts.
The top of the funnel
Leverage PMS and other data to quickly create focussed marketing lists. Manage events & campaigns.
360° client view
See all client information and activity in one centralised location. Dashboards show client-based metrics.
Referrer management
Easily understand these key relationships, easily track activity, and set reminders to follow up.
Mobility
Use your smartphone to access client information, dictate meeting notes and capture new leads.
“Having looked at a number of products before signing up I genuinely believe RedView is one of the best CRM systems for law firms I’ve seen.”