Customer Relations Management
The Portal includes access to a CRM designed to improve and streamline business communications.
Customer Reviews
Get More Reviews. Get Found Online. Win More Business.
Email Campaigns
Keep contacts informed with timely and relevant communication. Whether creating a monthly newsletter, sending special offers to prospective clients, or onboarding new clients, deliver the right message to the right audience.
Targeted email campaigns help ensure contacts stay engaged and receive the information they need at the right time.
Workflows & Automations
One of the most effective ways to save time in business is by automating repetitive tasks. Workflows and automations not only improve efficiency, but also ensure that contacts receive the right information at the right moment.
This allows businesses to stay consistent, responsive, and organized without requiring constant manual effort.
Website & Webpages
Online presence plays a critical role in how people discover a business. A well-designed website or webpage gives potential customers a place to learn everything they need to know.
Whether it is a testimonials page, a service overview, or an upcoming webinar, these pages present a business in a clear and visually engaging way.
Form Submissions
Forms allow for collecting valuable information from contacts and signal their interest in your offerings. When combined with webpages and workflows, they become powerful lead generation tools.
For example, when a form is submitted, an automation can notify the appropriate team member and instantly provide the contact with the information they requested.
Pipeline
Not all contacts are in the same stage of their journey. Some are current clients, some are past clients, and others are prospective clients.
Tracking these stages within a pipeline helps to understand where each contact stands, how best to communicate with them, and what actions are needed to move them forward.
Calendar
Businesses manage many types of meetings, including introductions, client strategy sessions, and referral meetings, often across multiple platforms like Google Meet, Zoom, and others. Meeting notes may also be recorded manually or through AI tools.
Brings all of these moving parts together. By connecting calendars, workflows and meeting tools, everyone gets the right information so they are ready the meeting.
This ensures calendars stay fully synced across platforms, while meeting notes and assigned tasks are easily accessible within each contact’s profile.
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.