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.
Click on a topic below to see more:
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)
AI POWERED
Use Artificial Intelligence to bring automation, intelligence, and speed to managing enquiries, contacts and marketing. (1:25 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)
Dashboards
Use dashboards for instant insights into enquiries, clients, contacts, and referrers, enabling quick pattern recognition and faster, informed decision-making. (1:24 mins)
OUTLOOK & NEW LEADS
Easily capture and manage enquiries within Outlook. Use AI to extract and summarise details so leads don’t slip through the cracks. (2:17 mins)
OUTLOOK & NEW CONTACTS
Effortlessly capture new contacts from Email. Use AI to extract names, roles, and details from email signatures, reducing manual entry and enriching your contact database instantly. (1:45 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. (2:28 mins)
Managing Referrers
Review referrer performance, including work types, fees, enquiries, and conversion rates. Use tools for notes, reminders, and relationship management to strengthen firm growth. (1:33 mins)
SMARTPHONE ACCESS
Enpower lawyers to access client data, capture enquiries, and dictate meeting notes on the go—boosting responsiveness, enhancing data quality, and streamlining business development efforts in real time. (1:22 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. (1:42 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)
Custom Forms
Create custom to make your intake process faster, smarter, and completely tailored to your firm. (3:56 mins)
SMS INTEGRATION
Use SMS to reach contacts in real time to deliver timely, personalised communication, while managing multiple enquiries and appointments. (2:38 mins)