RedHorse Core Features

  • Windows-based CRM solution
  • A powerful customer relationship management package
  • In and outbound email capabilities linked to records
  • “Do not call” management on record, phone, and email
  • Extensive library of standard reports
  • Unlimited custom reporting capabilities
  • Calendar
  • Alarms
  • Surveys
  • Dashboard
  • Global viewer
  • Knowledgebase
  • Document Management System
  • Truly relational database

——————————————————————————————————————————-

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
  • Customer details and history from CRM
  • 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
  • Simple System Admin
    • Set system defaults for easy data entry
    • Data repair and archive

——————————————————————————————————————————-

Compare features with other RedHorse CRM Editions