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RedHorse Business Manager Features - RedHorse Business Systems

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

Compare features with RedHorse CRM