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Red Rain has announced several major enhancements to its RedView CRM product, designed to improve business generation and relationship management for law firms. The updates include a variety of new features aimed at increasing efficiency and providing deeper insights for legal professionals.
The new features encompass a centralised contact database, a client performance dashboard, data mining tools, and automated cross-checks for email management. These improvements aim to enhance communication with clients, provide a better understanding of client accounts, automate backend processes, and offer insightful analysis to optimise marketing efforts.
Stephen Butler, founder and CEO at Red Rain, commented, "Drawing on over 30 years of industry experience, we are confident that RedView CRM offers the best value for law firms when compared to other CRM products on the market. Our platform now encompasses a comprehensive suite of features that streamline lead generation, sales pipeline management, and client relationship understanding, while also linking marketing activities directly to revenue outcomes."
Some of the specific new features include:
- Centralised Contact Database: Capture and consolidate all marketing contacts into one central database, even those not recorded in other practice management systems.
- Client Performance Dashboard: Provide enhanced client information through a comprehensive performance dashboard.
- Relationship Management: Define relationship managers and assess the quality of relationships with clients and referrers.
- Activity Tracking: Track interactions with clients and contacts to gain a complete understanding of firm engagements.
- Follow-up Tasks and Reminders: Set up follow-up tasks and reminders for clients and contacts.
- Marketing List and Campaign Management: Create and manage marketing lists, events, and campaigns, with automatic activity logging against involved contacts.
- Data Mining Tool: Analyse client and contact interactions to inform business development plans.
- Enhanced Outlook Integration: Capture contacts directly from emails and access information about existing contacts from the inbox.
- Duplicate Email Checking: Avoid creating duplicate enquiries or contacts with improved capabilities.
- Dashboard Charts: Visualize information linking marketing activities directly to generated revenues.
- CRM Mobile App Enhancements: Provide greater information access and capture capabilities.
Future improvements for RedView CRM are planned for 2024, addressing the evolving needs of the legal industry. Upcoming features will include SMS integration, extended contact information collection (including photos and bios), further Outlook integration, expanded marketing automation capabilities, custom field creation, and client satisfaction/NPS collection.
Butler added, "These enhancements are a testament to our ongoing commitment to delivering exceptional value to our customers and maintaining RedView CRM as the premier CRM system for legal professionals. All updates are included in the CRM subscription, which shows our dedication to continually improving our product based on the needs of our clients. Our goal is to listen and respond to the specific needs of our customers."
