We’re pleased to introduce Marketing Automation, now available in RedView CRM.
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.
For example:
Welcome new clients a few days after instruction.
Follow up after matter completion with a thank you or request for feedback.
Cross-sell services – three months after a property matter closes, suggest reviewing their Will and estate planning.
Prompt future reviews – contact a client three years after completing their Will to suggest a review.
It’s “set and forget” marketing – helping your firm stay connected with clients, strengthen relationships and generate additional work without relying on fee earners to remember to follow up.
Marketing Automation is available now. Look for the following menu item
Click here for our user guide or contact us if you’d like to see how it could work for your firm.
There is no additional cost to you if you use RedView CRM Enterprise or Marketing Management Edition. It is included as part of your existing RedView license.
The RedView Team