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RedHorse CRM Software

Name: RedHorse CRM Software
Rating: 4.5 (2 reviews)

By RedHorse Systems

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Highlights : About RedHorse CRM Software

Easy Importing

Account and Contact Management

Unlimited Address/Phone Details for Every Contact

Link Emails to Multiple Records

Outlook & GMail Integration

Social CRM

About RedHorse CRM Software

RedHorse CRM is a windows-based contact manager solution for small and midsize businesses. The product features include customer service and support, knowledge base, project management, reporting, and more. It provides a library of pre-configured report templates to prepare regular or ad-hoc reports. The dashboard provides multiple charts and graphs to display sales metrics and leads data. Users can also use RedHorse Mobile, which gives users real-time access to contacts, calendar, and accounts. It is available on iOS, Android devices and web browsers. RedHorse CRM integrates with systems such as Microsoft Outlook, QuickBooks, Gmail and Constant Contact. Users can send bills and quotes directly into QuickBooks, sync calendars and emails between system and Outlook and manage campaign reporting through Constant Contact. RedHorse CRM is used by companies in industries including construction, advertising, legal and accounting. Pricing is per-seat licensing and is based on outright payment or monthly subscription.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Easy Importing

Easily import your existing data from Outlook, Excel, QuickBooks, GoldMine or CSV files.

Account and Contact Management

RedHorse gives you total control over your prospect, contact, and account data.

Unlimited Address/Phone Details for Every Contact

Associate any number of contact details for people in your database.

Shared Calendars & Activity Scheduling

No more missed activities! Easily share appointments and tasks across your team.

Integrated Email Center

Now you can minimize constant switching between apps, with an Outlook-like email client built right into RedHorse.

Email & Document Merging

Save time by easily attaching any documents to email messages for instant delivery.

Powerful Reporting

The built-in reporting engine lets you create custom reports with ease so you always get the exact intelligence you need.

Knowledge Base

Keep track of business intelligence, such as help desk info, company documents, or other useful documents in a central easily-searchable place.

Referral Tracking

Tracking referrals is crucial for efficient sales and marketing. RedHorse makes it a breeze.

Document Management

Store and link any document to a record for instant retrieval by anyone in your team.

Global Viewer

Gives you an instant overview of all your activities.

Link Emails to Multiple Records

Never lose important info in emails again, with the ability to connect email messages or exchanges to multiple contacts.

Outlook & GMail Integration

RedHorse seamlessly syncs your contacts & tasks with your preferred email client (and phone).

Social CRM

Easily track an contact's social activity and history directly from their record.

Customizable Design

Change the look and feel of your software to match your team's needs, and even your branding.

User-Defined Fields

You need your CRM to work around the way you work, that's why you can create as many user-defined fields as you like.

Custom Surveys

Send prospects or clients to custom-built online surveys, with responses imported automatically.

Issue Management

RedHorse lets you track issues, complaints, suggestions, or objections for any account records.

External Data Integration

Our customers love how easy it is to get RedHorse to share information with any application or datasource.

TAPI Telephone Integration

Make instant phone calls from your PC with a single click.

TWAIN Scanner Integration

Scan any document and have it immediately assigned to a contact.

Mobile Client

Add RedHorse Mobile to take your contacts, calendar and emails with you... wherever you are.

Advanced Query Filtering and Groups

Create your own custom marketing segments with powerful visual querying (no code required).

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