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.

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.