Two charts in the Marketing Dashboard help you monitor new enquiries and follow-up activity. Enquiry Activity shows volumes over a selected period. Enquiry Activity By User compares activity by user with the previous period. Together, these views help you understand enquiry handling across the firm and identify activity that needs closer attention.

Marketing Automation is now available in RedView CRM, helping your firm maintain client relationships throughout and beyond each matter.

Using matter data from your practice management system, RedView automatically sends client emails based on the rules and templates you define. This reduces manual follow-up and helps your firm send relevant communications at the right time.

For example, you can:

• Welcome new clients a few days after instruction.
• Send a thank you or request for feedback after a matter is completed.
• Introduce related services – three months after a property matter closes, suggest a review of the client’s Will and estate planning needs.
• Prompt future reviews – contact a client three years after completing their Will to suggest a review.

Once configured, these communications run automatically, helping your firm maintain client relationships and create opportunities for further work without relying on fee earners to remember each follow-up.

To access Marketing Automation, select the menu item shown below.

Read the Marketing Automation user guide or contact us if you’d like to see how it could work for your firm.