Features

View our PowerPoint presentation with screenshots: RedHorse CRM Presentation

Overview of Features

• 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
• Contact, calendar and email synchronization with Outlook
• “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

Detailed Features

• 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
• 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
  • Integrated billing
• 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
  • Filtering capability on all data areas within the system and outside
• Email Center
  • POP interface FAST!
  • Link Emails to multiple people and business modules
• TAPI integration 
  • Outbound dialing
  • Inbound call popup
• External data connections
  • View data from outside CRM
• Outlook Integration
  • Sync contacts, calendar and emails
  • Managed from one easy-to-configure link in Outlook
• Comprehensive System Admin
  • Flexible roles and user rights configuration
  • Customize terms
  • Control visibility of data
  • Set system defaults for easy data entry
  • Data repair and archive
• Workflow
  • Immediate stage-based firing
  • No scanning necessary

Compare features with other RedHorse CRM Editions