RedView CRM
RedView CRM is designed to help you manage your business development efforts and grow your business. It has been specifically built for law firms. It can be integrated with your practice management system with selected systems.
Lead Management
Ensure no lead is missed. Fast data capture, smart follow-up, team visibility, and conversion tracking — all tailored for legal workflows. (4:25 mins)
Custom Forms
Create custom to make your intake process faster, smarter, and completely tailored to your firm. (3:56 mins)
Client & Contact Management
Centralise every client and contact in one place. Track activity, build stronger relationships, improve follow-up, reduce duplication, and streamline communication across your entire firm effortlessly. (5:56 mins)
Marketing Lists
Create and manage targeted marketing lists with ease. Segment contacts, identify the right audience, and streamline who receives campaigns—ensuring smarter, more effective outreach. (1:21 mins)
Events & Campaigns
Plan, promote, and manage events with ease. Track attendance, target campaigns, segment audiences, measure engagement, and nurture leads. All from one integrated, law firm friendly platform. (2:50 mins)
Digital Tracking
Track enquiry sources, campaign responses, and website activity. Gain insights into what’s working, measure ROI, and connect marketing efforts to real outcomes. (1:55 mins)
Outlook Integration
Effortlessly capture new contacts from Outlook. Use AI to extract names, roles, and details from email signatures, reducing manual entry and enriching your contact database instantly. (0:50 mins)
Actionable Messages
Take action without leaving Outlook. RedView’s actionable messages let you update records, assign tasks, and track activity instantly saving time and boosting productivity across your team. (!:42 mins)
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