Marketing Automation uses the matter data already in your practice management system to automatically send relevant, timely communications to clients. You define the rules and email templates, and RedView does the rest.

RedView CRM’s Marketing Dashboard delivers detailed analysis of your business development performance, using data captured throughout the enquiry and lead management process.

RedView CRM’s Referrers module provides powerful tools to help firms understand referrer performance and strengthen these critical relationships.

RedView CRM enables you to create marketing events and campaigns and link them directly to enquiries.

The RedView CRM API can be seamlessly integrated into your website contact forms, allowing information submitted online to be automatically captured directly into your enquiries database — with no rekeying required.

The RedView CRM AI Assistant is designed to make capturing enquiry details fast and effortless. By scanning the text of an email, it can automatically identify contact details for the enquirer and complete fields in the enquiry record. This removes manual data entry, saving valuable time and encouraging staff to record information fully and consistently.

We’ve now enhanced this capability by adding full activity history visibility directly inside the add-in.

We’ve enhanced enquiry handling in RedView CRM with Auto Follow Ups.

We’ve further enhanced RedView CRM’s duplicate name checking to give you better visibility when adding new enquiries.

We’ve made a significant enhancement to RedView CRM’s duplicate name checking to make it easier for you to identify and manage existing records.

We’ve just made entering new enquiry details even faster and easier. If your PC has a microphone, you can now dictate directly into selected fields in RedView CRM.