Product Material
A one page “glossy” describing the key elements.
A 12-page information document describing the key elements of RedView CRM in detail, including screenshots.
This presentation provides a high-level overview of the features and benefits of the RedView CRM system.
This page provides details of the different product editions available for RedView CRM.
A sample agreement showing the terms & conditions applicable when purchasing RedView CRM.
Videos
This 6:38 minute video provides a more detailed general demonstration of the RedView CRM system.
This 2:46 minute video provides a short, focused overview of the key features and functionality of the RedView CRM system.
This 4:25 minute demonstration video shows the processes for capturing and managing new enquiries and leads.
This 5:56 minute demonstration video shows how the system uses PMS information about clients & contacts as well as capturing non-PMS contacts.
This 1:25 minute video shows how the system has incorporated artificial intelligence to improve productivity.
This 2:17 minute demonstration video shows how the RedView CRM uses Outlook add ins to capture and manage leads from your inbox.
This 1:25 minute demonstration video shows how RedView CRM provides a marketing dashboard to better understand business developing activity.
Sales Aids
This paper outlines the features and benefits of the RedView CRM system for clients.
A sales guide explaining how RedView CRM automates lead management, integrates with PMS systems, and links marketing to revenue.
This paper outlines the features and benefits of the client & contact management aspects of RedView CRM.
A comparison to the Perfect Portal client onboarding solution.
Other
This page provides details of feature updates to the product.
