Product Material

Featured
Information Sheet
Document
Information Sheet
Document

A one page “glossy” describing the key elements.

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Document
Information Pack
Document
Information Pack
Document

A 12-page information document describing the key elements of RedView CRM in detail, including screenshots.

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Document
Overview Presentation
PowerPoint
Overview Presentation
PowerPoint

This presentation provides a high-level overview of the features and benefits of the RedView CRM system.

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PowerPoint
Product Editions
Web Page
Product Editions
Web Page

This page provides details of the different product editions available for RedView CRM.

Go to Page

Web Page
RedView Order Form
Agreement
RedView Order Form
Agreement

A sample agreement showing the terms & conditions applicable when purchasing RedView CRM.

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Agreement
RedView Logos
Image Files
RedView Logos
Image Files

A zip file of RedView logos.

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Image Files

Videos

Featured
Demo Video
Video
Demo Video
Video

This 6:38 minute video provides a more detailed general demonstration of the RedView CRM system.

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Video
Overview Video
Video
Overview Video
Video

This 2:46 minute video provides a short, focused overview of the key features and functionality of the RedView CRM system.

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Video
Lead Management Demo
Video
Lead Management Demo
Video

This 4:25 minute demonstration video shows the processes for capturing and managing new enquiries and leads.

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Video
Client & Contact Management Demo
Video
Client & Contact Management Demo
Video

This 5:56 minute demonstration video shows how the system uses PMS information about clients & contacts as well as capturing non-PMS contacts.

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Video
AI Enabled
Video
AI Enabled
Video

This 1:25 minute video shows how the system has incorporated artificial intelligence to improve productivity.

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Video
Outlook Add ins for Leads
Video
Outlook Add ins for Leads
Video

This 2:17 minute demonstration video shows how the RedView CRM uses Outlook add ins to capture and manage leads from your inbox.

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Video
Marketing Analytics
Video
Marketing Analytics
Video

This 1:25 minute demonstration video shows how RedView CRM provides a marketing dashboard to better understand business developing activity.

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Video

Sales Aids

Featured
Features & Benefits
Document
Features & Benefits
Document

This paper outlines the features and benefits of the RedView CRM system for clients.

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Document
Lead Management Sales Guide
Document
Lead Management Sales Guide
Document

A sales guide explaining how RedView CRM automates lead management, integrates with PMS systems, and links marketing to revenue.

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Document
Contact & Relationship Management Features & Benefits
Document
Contact & Relationship Management Features & Benefits
Document

This paper outlines the features and benefits of the client & contact management aspects of RedView CRM.

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Document
RedView CRM vs Perfect Portal
Document
RedView CRM vs Perfect Portal
Document

A comparison to the Perfect Portal client onboarding solution.

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Document

Other

Featured
YouTube
Web Page
YouTube
Web Page

The RedView YouTube channel.

Go to Page

Web Page
Facebook
Web Page
Facebook
Web Page

The RedView Facebook page.

Go to Page

Web Page
LinkedIn
Web Page
LinkedIn
Web Page

The RedView LinkedIn product page.

Go to Page

Web Page
Feature Updates
Web Page
Feature Updates
Web Page

This page provides details of feature updates to the product.

Go to Page

Web Page
Webinars
Web Page
Webinars
Web Page

This page provides access to training webinars.

Go to Page

Web Page

See how RedView can grow your practice and save your firm time and money. No-obligation demos take just ten minutes and are run remotely.