RedView CRM Suite
RedView CRM consists of several product editions that provide solutions specific to your needs. Options are available for Lead Management and Contact Management. Both are combined into the Enterprise Edition covering all functionality.
LEAD MANAGEMENT
The Lead Management editions focus on tracking new enquiries and providing tools to better monitor, manage and automate the “sales” process so that you have the best chance of winning the client.
The goal is to provide a central database of all enquiries so that they can be managed. Tools are provided to automate processes, remind on tasks, and analyse performance with potential clients.
Starter Edition
Entry Level
Key Features
Lead capture
Leads Outlook add ins
Leads Website API
Auto acknowledgements
Follow up tracking
Reminder processing
Actionable messages
Email templates
Meeting bookings
Team set up
Customisable lead views
Data export tools
Lead Kanban board
Lead summary report
Internal messaging
Lead Analytics
In system training material
Lead Management Edition
Firm Wide
Key Features
Lead capture
Leads Outlook add ins
Leads Website API
Auto acknowledgements
Follow up tracking
Reminder processing
Actionable messages
Email templates
Meeting bookings
Team set up
Customisable lead views
Data export tools
Lead Kanban board
Lead summary report
Internal messaging
Lead Analytics
In system training material
Key Opportunities
Events & Campaigns tracking
iPhone app
Android app
With PMS integration
Use of PMS contacts
Matter creation (selected)
Contact creation (selected)
Referrer Analytics
With PMS integration
Use of PMS contacts
Matter creation (selected)
Contact creation (selected)
Referrer Analytics
New Matters Dashboard
Available Extension Modules
AI Assistant
Available Extension Modules
Advanced Enquiries
Digital Tracking
CONTACT MANAGEMENT
The Contact Management Editions focus on managing contact information and marketing lists, to better develop the top of the funnel and manage the client relationship. A central database of contacts is provided and tools to easily collect information, track activity and remind on follow ups all available.
Mailing List Edition
Entry Level
Key Features
Contact capture
User defined tags
Capture other contact data
Image capture
Customisable contact views
Marketing List creation
Customisable data export
In system training material
Contact Management Edition
Firm Wide
Key Features
Contact capture
User defined tags
Capture other contact data
Image capture
Customisable contact views
Marketing List creation
Customisable data export
In system training material
Contacts Outlook add ins
Contacts Website API
Contact activity tracking
Contact follow-ups
Reminder processing
Activity Kanban board
Global activity enquiry
Event & Campaign Management
iPhone app
Android app
With PMS integration
Use of PMS contacts
Extended list selection criteria
With PMS integration
Use of PMS contacts
Extended list selection criteria
Client analytics
Referrer Management
Available Extension Modules
None
Available Extension Modules
AI Assistant
ENTERPRISE
Key Features
All Lead Management Edition
All Contact Management Edition
With PMS integration
Use of PMS contacts
Matter creation (selected)
Contact creation (selected)
Extended list selection criteria
Client analytics
Referrer Management
Available Extensions
AI Assistant
Advanced Enquiries
Digital Tracking
EXTENSION MODULES
Optional extension modules are also available.
Advanced Enquiries – providing the ability for users to build custom fields and forms for firm specific requirements.
AI Assistant – AI tools to assist in the capture of data and creation of correspondence.
Digital Tracking – tools to assist in the monitoring of digital marketing performance.