--- title: "RedView CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about RedView CRM Software - reviews, pricing plans, popular comparisons to other Legal Case Management products and more." source_url: "https://www.capterra.com/p/242359/RedView-CRM/" page_type: "product" language: "en" --- # RedView CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 10, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) RedView CRM ## What is RedView CRM? Legal CRM system that allows businesses to automate client inquiry processes, centralize matter details, send targeted emails and more. ## What is RedView CRM used for? [Legal Case Management](https://www.capterra.com/legal-case-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for RedView CRM?[Manage this product listing](https://www.g2.com/products/redview-crm/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### RedView CRM 0.0 VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price Contact vendor Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.5 (6,068) Value For Money 0.0 (0) Value For Money 4.3 (4,685) Customer Service 0.0 (0) Customer Service 4.4 (4,478) ## RedView CRM alternatives Highest Rated [4.7 (1,747)](https://www.capterra.com/p/105428/Clio/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.4 (1,055)](https://www.capterra.com/p/130400/TheraNest-Mental-Health/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) [4.3 (8,529)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) Starting price $38.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/190778/QuickBooks-Online/) [View all alternatives](https://www.capterra.com/p/242359/RedView-CRM/alternatives/) ## FAQs about RedView CRM Overview ### What company size and specific industries is RedView CRM built for? RedView CRM is designed for businesses in the legal industry, including law firms and related legal service providers. It is suited to organizations that need customer relationship management, task generation, billing hour tracking, portfolio management, and referral tracing in a legal-focused workflow. Features and Usability ### What are the key features of RedView CRM? RedView CRM offers client management, a client portal, and case notes for tracking customer records and interactions. It also includes task management, reminders, and time tracking for day-to-day work, plus billing and invoicing, expense tracking, document management, and API access for connecting with other systems. Integrations ### Which third-party tools and platforms does RedView CRM integrate with? RedView CRM integrates with 6 third-party tools and platforms, including Microsoft Outlook for email, and legal practice systems such as FilePro, LEAP, LawMaster, PracticeEvolve, and SurePoint Finance Core. These catalog integrations cover communication, matter management, and finance workflows. Getting Started and Support ### What customer support options does RedView CRM offer? RedView CRM provides email/help desk and phone support for customer assistance. No reviewer feedback about support experience is available, so response times, helpfulness, and common frustrations cannot be characterized from the provided data. ## Features AI summary Based on 1,973 Legal Case Management reviews Capterra reviewers highlight these as the features buyers care about most when choosing legal case management software: - **Case Management** (**67%** of reviewers rated this feature as critical) - **Document Management** (**55%**) - **Client Management** (**55%**) RedView CRM includes **Document Management** and **Client Management**, giving legal teams a way to organize files and keep client records accessible in one system. However, it does not offer **Case Management**. Instead, it provides **Billing & Invoicing** (**60%**), another feature buyers often value when managing legal work. Together, these capabilities help businesses keep documents and client details in order while handling billing tasks more efficiently. API Application programming interface that allows for integration with other systems/databases Billing & Invoicing Create, manage, and send invoices or bills to customers Case Notes Access and track notes regarding case activities and updates within case files Client Management Manage contact details and communication with clients Client Portal Private online space that lets businesses securely share documents and provide information access to clients Document Management Store, manage, and track all electronic documents in a centralized location RedView CRM 9 features ### All Features - API: Application programming interface that allows for integration with other systems/databases - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Case Notes: Access and track notes regarding case activities and updates within case files - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Document Management: Store, manage, and track all electronic documents in a centralized location - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Task Management: Create, manage and track all task activities and progression --- Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available ## Integrations [ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ LEAP](https://www.capterra.com/p/147413/LEAP/)[ SurePoint Finance Core](https://www.capterra.com/p/121990/Coyote-Accounting/)[ LawMaster](https://www.capterra.com/p/237710/LawMaster/)[ FilePro](https://www.capterra.com/p/129570/FilePro/)[ PracticeEvolve](https://www.capterra.com/p/129569/Practice-Evolve/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.