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RedHorse Business Manager Features
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Products
RedHorse Business Manager
RedHorse Business Manager 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
Contact, calendar and email synchronization with Gmail
Social Integration
Constant Contact Integration
“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
Knowledge base
Document Management System
Truly relational database
Highly customizable
Detailed Features
Microsoft SQL Server 2008 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
Gmail Integration
Sync contacts, calendar and emails
Social Integration
Facebook
LinkedIn
Twitter
Constant Contact Integration
Upload your contacts from the Campaign Management module
Capture click-thru results
Report on campaign success
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
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