RedHorse

RedHorse

Verified

Developed for small to medium sized businesses, RedHorse CRM provides a customizable Windows-based customer relationship management system. Features offered include customer service & support, a knowledge base, project management, and more. RedHorse is used by companies in several industries including construction, advertising, legal, and accounting. RedHorse CRM offers functionality such as unlimited reporting capabilities and a library of standard reports.

Additionally, the dashboard offers a variety of charts and graphs that display sales metrics and lead data. RedHorse CRM can integrate with systems such as Microsoft Outlook, QuickBooks, Gmail, and Constant Contact. These integrations can provide a wide range of uses, including sending bills and quotes directly into QuickBooks, syncing calendars and emails between the system and Outlook or Gmail, and campaign reporting through Constant Contact.


Cloud Deployment: Yes
On-Premise Deployment: No
Website: http://www.crmsoftware.com/redhorse-crm/

CRM Features


Analytics
  • Custom Dashboards
  • Custom Reports
  • Schedule Reports
  • Standard Dashboards
  • Standard Reports
Customization
  • Custom Buttons
  • Custom Fields
  • Custom Links
  • Custom Modules
  • Page Layout
  • Rename Tabs
  • Schedule Fields
Documents
  • File Management
  • File Sharing
  • Folder Sharing
  • Nestable Folders
Inventory
  • Invoices
  • Products
  • Purchase Orders
  • Quotes
  • Sales Orders
Marketing
  • Auto Responders
  • Campaign Management
  • Email Opt-Out
  • Email Templates
  • Mass Email
Sales
  • Accounts
  • Activity Tracking
  • Calendar
  • Contacts
  • CRM Views
  • Forecasting
  • Leads
  • Opportunities
  • Scripts
Support
  • Cases
  • Client Portal
  • Email-to-Case
  • Solutions
  • Surveys
Telephony
  • Auto Attendant
  • Call Queues
  • Call Recording
  • Click to Dial
  • Inbound Calling
  • IVR
  • Outbound Calling
  • Virtual Phone System
  • Voicemail
  • Voicemail-to-Email
Web Forms
  • Accounts
  • Auto Responder
  • Cases
  • Contacts
  • Leads
  • Notify Owner
Workflow
  • Alerts
  • Approval Process
  • Assignment Rules
  • Case Escalation Rules
  • Convert
  • Field Updates
  • Rules
  • Tasks
  • Time Based Actions
  • Webhooks

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