Training Webinars
These are recordings of some of the training webinars that we have presented, in case you missed them.
Learn how RedView CRM's SMS Integration module allows you to send text messages from within the platform and have automatic meeting reminders sent by SMS. (12:57 mins)
July 2025
Learn how RedView Acuity allows you to get AI-driven insights to help firms make faster, smarter business decisions. (12:36 mins)
July 2025
Learn how RedView CRM's AI Assistant module allows you to capture and summarise data more quickly and easily than ever before, draft correspondence and analyse BD performance. (20:13 mins)
June 2025
Learn how create custom fields and forms to capture the information for new enquiries that matters most to your firm. Easily customise these questions by area of law to consistently collect the correct data. (17:46 mins)
June 2025
Learn how RedView CRM can help you capture and manage leads, use email & SMS templates, book meetings, track activity, finalise etc… Plus how to use the enquiries dashboard to understand overall marketing performance. (36:01 mins)
June 2025
See an overview of the functionality available in the RedView CRM product: lead management, contact management, marketing lists, Outlook integration etc… and how it integrates with the LEAP practice management system (35:42 mins)
April 2025
See an overview of all functionality available in the RedView CRM product: lead management, contact management, marketing lists, Outlook integration etc… (35:40 mins)
April 2025
Learn how to add extra information against contacts for list selection and how to use the Marketing List function to create lists of names based upon client & contact, referrer and matter information. (23:25 mins)
October 2024
Learn how to easily create and maintain staff budgets, use the actual vs budget charts to monitor performance, manage matter forecasts and review budget performance and matter information from Outlook. (22:40 mins)
October 2024
Learn about how to capture details of new contacts that are not held in your practice management system. (26:14 mins)
August 2024
Learn about the KPI Summary Chart, and the related Outlook add in. See what the numbers mean and how to make them available to users. (21:16 mins)
July 2024