A New Dimension for RedView CRM!

Over the last 4 to 5 months we have released a number of exciting enhancements to our RedView CRM product . 

The enhancements add to the already significant level of functionality and go further to making RedView CRM the complete, end-to-end business generation and relationship management tool for Law firms.  

With functions that streamline the development and management of the “top of the funnel” lead generation and sales pipeline, to accumulating the information necessary to better understand and manage the client relationship, right through to linking your marketing activities directly to the revenues – so your firm can make more informed decisions on where to spend your marketing dollars, RedView CRM truly does cover the entire end to end lifecycle. 

This is all part of our ongoing commitment to keep adding value to RedView for our customers and our investment in maintaining RedView CRM as the premier CRM system for the legal professional.  

The new features now available include:

1. The ability to capture contacts that are not recorded in your practice management system so that you have one centralised database of all marketing contacts, regardless of where they came from.

2. Enhanced information about clients including a comprehensive dashboard of client performance.

3. The ability to define a relationship manager against the client or referrer as well as define the quality of that relationship.

4. The ability to easily track activity with clients and contacts, to provide a complete understanding of the interactions your firm is having with a client or contact.

5. The ability to set up follow-up tasks and reminders against clients & contacts.

6. Easy creation and management of marketing lists and events and campaigns and automatically log this activity against the contacts involved.

7. A data mining tool to analyse client and contact interactions as input into your business development plans.

8. Enhanced integration with Outlook that now also allows capture of contacts directly from emails and to access information about existing contacts from your inbox.

9. Enhanced email checking capabilities when creating new enquiries or contacts to avoid creating duplicates.

10. Dashboard charts which provide information linking marketing activities directly to the revenues they generate.

For the remainder of 2024, we intend to continue enhancing the software, adding features you will see in the product in that time including: 

1. SMS integration

2. Enhancements to the CRM mobile app for greater information access and capture

3. Further contact information collection e.g. photos, bio’s

4. Further Outlook integration

5. More marketing automation capabilities

6. Custom field creation

7. Client satisfaction/NPS collection