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.

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.