Organizing and Managing your Firm’s Relationships

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Differentiating your client base is a simple way of organizing and managing your firm’s relationships with your clients. This process also makes it easy to tailor and personalize your marketing, service, and sales efforts to the needs of specific groups resulting in customer loyalty and conversions.

When designating a segment of your contacts, Redtail CRM has two levels: Status and Category

Contact Status is to classify contacts at a High Level

Contact Category is to classify contacts at a more detailed level under each Status.

Benefits of Contact Status and Category for Contacts
– Easily identify contact segmentations within the firm with reports
– Clean up contact data with an Advanced Search to filter contact data
– Updating the specified fields of a contact or group of contacts’ when situations change

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