The solution that stands out from the crowd
A portal that simplifies disorganized data to improve decision-making
In a sea of black umbrellas, this portal is a red umbrella
All the tools you use in one place
Contacts
Organize contact details and sort them by categories such as referral partners or groups. Each contact includes shared notes, tasks, and activity history so everyone understands the relationship.
Emails
Import important emails that automatically attach to the correct contact. Track campaign performance through metrics like opens, clicks, and engagement to see what’s working.
Calendars
When a meeting is scheduled, follow-ups and assigned tasks are automatically created and tied to each contact. Both parties receive reminders so they’re prepared ahead of time.
Financials
Get a clear view of where money is coming from and where it’s going. Compare current revenue to goals and track payments by contact to understand performance and guide decisions.
Automations
Stay on top of follow-ups with automatic reminders and notifications. From form submissions to meeting follow-ups, ensure each contact receives timely and relevant information.
Note Taking
Track every important meeting and conversation with notes automatically recorded and shared with participants. Notes are also attached to each contact, making it easy to find and reference key information.
Solving the root of business problems
There’s no shortage of CRM solutions that promise to improve your operations. However, many require you to move everything into a completely new system, abandoning the tools that already work for you.
We take a different approach. Our system adapts to your business, not the other way around. We don’t just hand you a CRM and walk away. We work with you to implement it and continue refining it as your business grows and evolves.
Data Organization Comes First
Many people avoid working with data because it feels overwhelming or tedious.
But understanding your data is essential. It helps you track key information like contacts and projects, while also revealing what’s working and what isn’t. Organized data gives you clarity and confidence in your decisions.
That’s why we prioritize data organization first, and we handle it for you.
Easily Integrates With Leading Apps
Schedule A Demo
Learn how Red Umbrella Pro can organize your business data into a system that makes sense for your business and adapts as you evolve.