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RedHorse CRM Features
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RedHorse CRM
RedHorse CRM 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
Contact, calendar and email synchronization with Outlook
Contact, calendar and email synchronization with Gmail
Social Integration
Truly relational database
Highly customizable
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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
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
TAPI integration
Outbound dialing
Inbound call popup
External data connections
View data from outside CRM
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
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
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Compare features with other RedHorse CRM Editions