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RedHorse CRM

RedHorse CRM and RedHorse Business Manager…Knowledge Management For Your Business

RedHorse Business Manager, developed by RedHorse Systems, is an all-in-one, enterprise value Customer Relationship Management (CRM) for SMBs. It delivers on the promise of a better customer experience across all functions in a company, with end-to-end business applications incorporated in to easy-to-use, cost effective software. This on-premises CRM solution powered by Microsoft SQL Server includes configurable modules for every part of your business.

RedHorse Business Manager is a powerful, on premises software tool. Thinking of using a Cloud-Based app?… here is a great article which discusses on premises vs cloud.

    • Contact and Account Centric Design
    • Customizable Contact, Account and Business Modules screens to track your critical business data
    • Workgroup Calendar and Scheduling
    • Link Email Messages to Multiple Contact
    • Link Email Messages to Multiple Business Modules (quotes, tickets, project, contracts, etc)
    • Marketing Campaign Tracking
    • Lead Management
    • Quoting with Integration with Intuit QuickBooks
    • Project Management
    • Customer Service Ticketing
    • Contract Management
    • Subscription Management
    • … with Workflow to automate any or all of these modules

RedHorse CRM Editions Comparison

Grow your Business with Confidence

From lead management to sales to customer service, our built-in modules help you achieve your business strategies. Includes marketing campaigns, social media (SCRM), lead management, quotes, sales management, contracts, projects, event management, customer service and support.

Highly Configurable

Our drag-and-drop design is fully customizable. Import your existing data from Outlook, Excel, QuickBooks, other CRM tools or CSV files. A robust workflow system automates business processes and leverages productivity for every business function.

Visualize Your Business Analytics

Intuitive, one-click actions automate and manage your business workflow. Small to mid-sized businesses can easily integrate invoicing with QuickBooks and ensure consistency in quoting with integrated product catalogues between QuickBooks and RedHorse CRM.

Social CRM

Easily participate in the social conversation, responding quickly to opportunities and challenges that arise in the social stream. View your social sites within your CRM… LinkedIn, FaceBook and/0r Twitter. Create new relationships and save conversations to history.

 

Go Mobile

Take your contacts, calendar and emails with you wherever you are via Gmail and/or Microsoft Outlook. Use the built-in POP or IMAP email client to link emails to contact records. You can even link an email to multiple contacts, as well as business modules such as Leads, Quotes, Tickets, Projects, Contracts and/or Subscriptions.

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