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