RedView CRM is a fully functional CRM, completely integrated with LEAP. It is a tool to help you grow your business.

Automatically capture new enquiries. Assign for follow-up, generate notifications, and track all communications in one place. Forget Excel or paper, it’s all in RedView. Make sure that new business enquiries don’t slip through the cracks and improve conversion rates.

API tools allow enquiry capture to be automatically integrated from websites and other apps to avoid re-keying. When enquiry converts to a client it creates the card in LEAP using the information already captured. A mobile app allows capture and review of information when out of the office.

The product is also closely integrated with Outlook for the management of workflow. Lawyers can capture information and perform tasks via actionable messages, so there is no need to leave Outlook.  An add-in allows the capture of enquiry information directly from emails to avoid re-keying of data. 

With the capture of all this information comes targeted analytics. Understand how clients find you, how many enquiries each practice area receives, which team members are the best converters, why clients don’t proceed and much more.

You can then use LEAP client and matter data to market to clients and referrers via marketing campaigns. Tools are provided to augment LEAP data with user defined tags to allow greater segmentation for focussed campaigns. As well, re-market to lost enquiries to regenerate leads and win business.

That same LEAP data is also used to provide a deeper understanding of client and referrer activity via focused analytics. Extra facilities allow you to track further information and keep detailed notes of activity for a 360 degree view of the relationship.

The system can be installed and operational in days with an "out of the box" set up. Simple configuration tools allow this set up to be easily tailored to meet the firm’s needs.


RedView CRM

Version 2.009Updated 19 April 2024

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