RedHorse CRM - Overview is a state-of-the-industry premises-based customer relationship management solution (CRM). Our expert development team looked at the leading products in the industry and created a robust system that is affordable, can scale to unlimited growth of a company, and is customizable at all levels to meet the needs of essentially any company.
Our most noteable feature is the seamless integration of our product with the leading accounting package used by small to mid-sized businesses, QuickBooks.
In addition to managing your contacts, you'll also enjoy integrated management of help desk and sales functions.
Our email system works with POP as well as Outlook, allowing you to link emails to contact records.
Redhorse CRM Business Modules
- Quotes
- Tickets
- Projects
- Billing
- Marketing Campaigns
- QuickBooks Integration
Feature Overview
- Windows-based CRM solution
- A powerful customer relationship management package
- Start to finish lead/opportunity management
- Sales process management
- Customer Service Business Modules
- Seamless integration with QuickBooks Accounting
- In and outbound email capabilities linked to records
- “Do not call” management on record, phone, and email
- Marketing line item ROI tracking
- Extensive library of standard reports
- Unlimited custom reporting capabilities
- Calendar
- Alarms
- Surveys
- Dashboard
- Global viewer
- Knowledgebase
- Document Management System
- Truly relational database
- Highly customizable
Features Detail
- Microsoft SQL Server 2005 Express or higher
- limitless data capabilities
- Easy conversion/migration from other CRM packages
- Account centric
- Roll-up information on linked contacts
- Unlimited addresses, email addresses and phone numbers
- Configurable data grids with filtering grouping, calendar, more.
- MS SQL Reports
- XML merge documents with Word line item
- Complete quoting package
- Product catalog
- Commissions
- Pricing & discounts
- Inventory if using QuickBooks
- QuickBooks integration
- Push quotes and bills to QuickBooks
- Import and export contacts and vendors
- View inventory
- View QuickBooks customer summary
- Project job costing
- Customer details and history from CRM
- Customer service tickets
- Project Management
- Fixed bid
- Time & materials
- Push to QuickBooks as an estimate for job costing
- Integrated billing
- Management review process
- Task-based time tracking
- Contract Management
- Limited term and recurring Integrated billing
- Task-based time tracking
- SQL based queries and groups
- Email Center
- POP interface FAST!
- Link Emails to multiple people and business modules
- Comprehensive System Admin
- Flexible roles and user rights configuration
- Customize terms
- Control visibility of data
- Set system defaults for easy data entry
- Workflow
- Immediate stage-based firing
- No scanning necessary