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.

Often new enquiries come in from existing clients and contacts. A simple way to create an enquiry for an existing contact is to use the switch functionality when entering the enquiry, to look up that contact record:

The Enquiry Dashboard is a powerful part of RedView CRM that allows you to monitor and manage your business development investment.

RedView CRM provides charts on the Enquiries Dashboard that display information about new matters, based upon the information held in the firm's practice management system.

RedView CRM provides the ability to capture activity notes against a contact. This has now been enhanced to allow categorisation of the activity with a subject and type code, as well as a star rating on the activity. This allows structured searching and analysis.

Enquiries are easily added to the RedView CRM database. These may have been created via the API from your web site, via the Outlook add-in, via the smartphone app or simply entered into the system.

New functionality is now available in RedView CRM to assist in the management of marketing events & campaigns.

One of the goals of RedView CRM is to provide a client-centric view of data and the Client & Contact database brings all information about clients together in the one place.

We added a new chart to the Enquiries Dashboard last night, an example for JB Solicitors is below. It is meant to provide an overview of “bad” data and make it more visible so that they will get the data entry done and potentially look after their data properly – a pipedream I know!

Here is the new training video for the Events & Campaigns functionality that we have recently built into the RedView CRM product.

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.