RedHorse CRMtm
A powerful and scalable business manager
Not just CRM!
www.redhorsecrm.com 888.831.9012
Why RedHorse CRMtm?
Like you, we were frustrated with the many holes in existing CRM solutions.
When it came to CRM, it seemed that no one was listening to what customers and end users really wanted.
So we asked thousands of dealers and end-users to tell us.
Then we did something revolutionary. We actually listened to what you really wanted, and we built it: RedHorse CRMtm!
Familiar Contact Window
Account Layer
Roll-up information from linked contacts
Unlimited phone numbers
Sophisticated Screen Design
Many Data Types Available
Configurable Data Grids With
Filtering Grouping
Calendar
MS SQL Reports
Merge Documents with Word Merge From:
Contacts Business Modules Line Items
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 details and history from within RedHorse CRM
Customer Service Tickets Group Ticket Scheduling Ticket Escalation Integrated billing
Project Management
Fixed bid
Time & materials
Push to QuickBooks as an estimate for job costing
Integrated billing
Powerful built-in management review tools
Task-based time tracking
Contract Management
Limited term contracts
Recurring contracts (Evergreen)
Integrated billing
Task-based time tracking
Campaign Management Lead to sale tracking Line item ROI
Email Center POP interface
FAST!
Supports most security and compliance protocols
Flexible Email filing
Powerful Email searching and reporting
Link emails to multiple people and to business modules
Workflow Stage based firing
Trigger events in real-time
No scanning necessary
Details SQL based queries and groups
Alarms
Surveys
Dashboard
Global viewer
“Do not call” management on record, phone, and email
Comprehensive System Admin Highly granular security
Flexible roles and user rights configuration
Customizable terms
Controllable visibility and access
Programmable system defaults for easy data entry
RedHorse CRMtm Retail Pricing Free 30 day trial – one seat with full functionality
RedHorse CRMtm – Express Edition Powerful and scalable CRM $395 per seat
RedHorse CRMtm – Standard Edition CRM plus business management with tickets,
quotes, projects or accounting links $595 per seat
RedHorse REtm – Real Estate Vertical $795 per seat
RedHorse CRMtm
Contact RedHorse Systems, Inc. for a dealer referral Today!
www.redhorsecrm.com
888.831.9012
Top Related