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.

At RedView, our vision is to make RedView CRM the most complete, integrated, and effective client relationship management solution for law firms.

If you use the Booking a Meeting function to register meetings for enquirers, you can now set up email meeting reminders to be sent automatically beforehand.

Two new sets of system options allow you to fine tune and optimise the capture and management of new enquiry data.

You can now add attachments to outbound email templates that are used when creating emails to be sent to enquirers.

An extra Outlook add in option is now available allowing maintenance and follow up activities to be made to existing enquiries directly from within Outlook.

A new chart is available in RedView CRM to allow monitoring of marketing performance and ROI. By Creating an Event & Campaign record and linking it to the enquiry, the chart will provide an overview of the marketing spend and ROI for each event or campaign.

The enquiries data download feature provides the ability to download a list of enquiries within a selected date range. The feature is available via the on-screen options on the enquiries summary screen.

RedView provides an Outlook add in that extracts data from the selected email and uses this data as the basis for creating a new enquiry record.

RedView provides a comprehensive Enquiries Dashboard of analytics to help understand how business development efforts are progressing. If enquiries are not being updated then opportunities may be missed and dashboard statistics can be skewed.

New functionality to monitor for duplicate names when adding new enquiries.

Key to having a good marketing database is information and processes to allow professional staff to easily capture data are critical.

Currently, the source of client and contact information in RedView CRM is from the practice management system that it integrates with. These records can then be tagged with further information in RedView to allow easy identification to include them in marketing lists and with events and campaigns.

Functionality has now been included in RedView CRM to check on potential duplicate names when a new enquiry is added.

RedView CRM provides the ability produce a history report for the enquiry. Select the context menu for the enquiry and select History Report.

RedView CRM provides a Location field to capture data against an enquiry. This field is a user defined lookup list and can be used to categorise the enquiry by, most usually, the physical location.

RedView CRM provides the ability to capture notes against a contact so that a complete record of activity is kept.