- 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
