RedView Concierge Demonstration
RedView Concierge offers an intuitive solution to track phone messages and oversee the progress of returned calls and related activities.
An integrated Outlook add-in streamlines message capture, assigning them to designated staff members. This system uses PMS data, affording quick access to contact details for users.
Messages can be linked to matters, tracking messages and call returns.
Actionable email notifications facilitate easy capture of return call specifics and automatic reminders prompt follow-up.
Foster collaboration by sending messages to teams of individuals and manage calls effectively with customizable Kanban boards at various levels—individual, team, or firm-wide.
Enter your information then click the Watch Demo button for an introductory demonstration.