About RedView CRM
RedView CRM lets you access information about your clients and matters anytime, anywhere:
• Capture new enquiry details
• Quickly find address and contact details for all parties
• Find client information at the tap of a button: summary financials, market information, matters, contacts
• Easily access matter information such as financials, contacts, key dates and more
• Dictate a file note for a matter, a meeting note for a client,
• Access staff contact details and see there experience and the tap of a button
A RedView account is required to log in to the app.
• Capture new enquiry details
• Quickly find address and contact details for all parties
• Find client information at the tap of a button: summary financials, market information, matters, contacts
• Easily access matter information such as financials, contacts, key dates and more
• Dictate a file note for a matter, a meeting note for a client,
• Access staff contact details and see there experience and the tap of a button
A RedView account is required to log in to the app.
