Functionality is available in RedView CRM that allows integration with third party forms and “bots” to collect ad hoc information as one of the follow up activities.

RedView provides powerful functionality to automatically remind users when follow up is due for an enquiry.

RedView CRM provides the ability to set up email templates that can be used to respond to new enquiries. This saves time by allowing pre-canned responses to be sent at the click of a button.

When a new enquiry is added to the CRM, it can be immediately assigned to someone for follow-up. If it is not assigned, or comes from a source where assignment is not possible, e.g. your Website via the API, it is possible to setup automatic notification rules to ensure the enquiry is not lost.

When a new enquiry is added to the CRM from your website via the API, it is possible to acknowledge its receipt automatically, with an email sent to the enquirer.

The base information held in the RedView Clients & Contacts database is sourced from your practice management system. Information such as address and contact details, financials, related matters etc.

RedView has a number of useful features to allow the capture of referrer information so that the relationships with these important associates can be better understood.

Easily capturing new enquiries is a key aspect of the RedView CRM product. To assist here the product provides an Outlook add in for use with Office 365.

A new feature has been added to RedView CRM to allow the recording of any risk assessment that has been made for a new enquiry. This is found under the Risk Assessment panel in new enquiry details.