RedView provides an Outlook add in that extracts data from the selected email and uses this data as the basis for creating a new enquiry record.

New functionality to monitor for duplicate names when adding new enquiries.

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

RedView provides powerful functionality to automatically remind users when follow up is due for an enquiry.

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.

RedView has a number of useful features to allow the capture of referrer information so that the relationships with these important associates can be better understood.

Easily capturing new enquiries is a key aspect of the RedView CRM product. To assist here the product provides an Outlook add in for use with Office 365.