Description
RedView CRM is designed to help you manage your business development efforts and grow your business. It has been specifically built for law firms. It is fully integrated with Smokeball.
The system has two major components. The first is about tracking new leads and providing tools to better monitor, manage and automate the “sales” process so that you have the best chance of winning the client.
The second is about leveraging practice management system and other data for marketing lists, referrer management and client intelligence, to better develop the top of the funnel and manage the client relationship.
Media
Features
Streamlined Enquiry Management
RedView CRM provides a centralised repository for all new enquiries. Whether by phone, email, or your website, they are captured quickly and without double entry.
- Outlook integration logs enquiries directly from emails with auto-extracted details.
- Phone enquiries can be recorded live.
- Web forms connect via API to flow directly into RedView.
Benefit: Every enquiry is logged, tracked, and visible—ensuring no opportunity is missed.
Seamless Smokeball integration
RedView works hand-in-hand with Smokeball.
- Check for duplicate contacts.
- Convert enquiries into matters
- Full enquiry history report is attached to the Smokeball matter.
Benefit: Intake is efficient, accurate, and consistent across your firm.
Smarter Follow-Ups & Communication
- Automatic staff notifications with Office 365 actionable messages.
- Email templates for fee estimates and follow-ups.
- Meeting scheduling with email/SMS reminders.
Benefit: Timely communication improves conversion rates.
Visibility & Reporting
- Pipeline view with enquiries, conversions, and lost reasons.
- Billing linkage: see revenue generated from specific enquiry sources.
- Track staff conversion performance and response times.
Benefit: Clear insights into what drives results.
Referral Relationship Management
- Dashboards for referrals by source, matter type, and fees generated.
- Track and schedule follow-ups with key referrers.
- Rate the quality of enquiries from each referral partner.
Benefit: Strengthen high-value referral partnerships.
Marketing & Client Engagement
- Build a marketing database from Smokeball contacts.
- Add custom tags (e.g., Newsletter, VIP).
- Create lists for campaigns and newsletters.
- Identify clients due for follow-up (e.g., wills older than 3 years).
Benefit: Targeted communication to grow and retain business.
Integration Diagrams
Data
Clients & Contacts
Clients & Contacts
Matters
Matters
Data
Clients & Contacts
Clients & Contacts
Mailing Lists
Mailing Lists
Business Development Tasks
Business Development Tasks
New Matters
New Matters