About RedHorse CRM
RedHorse CRM is a customer relationship management software from RedHorse Systems that supports businesses in managing their client interactions and data. It provides contact management, sales tracking, and customer support features so businesses can effectively oversee their customer relationships. This platform allows users to customize workflows and automate repetitive tasks, improving efficiency in daily operations. Additionally, it offers reporting capabilities to analyze sales performance and customer engagement. Key capabilities: contact management sales tracking customer support reporting workflow automation Best for: small to medium-sized businesses that need a comprehensive solution for managing customer relationships and sales processes.
RedHorse CRM by RedHorse Systems presents itself as a deeply functional and highly customizable customer relationship management solution designed for Windows-based environments. This CRM is built to serve businesses looking for a robust desktop-centric tool to handle a wide range of customer relationship and sales activities. Unlike many modern CRM systems that have moved toward cloud-based or browser-accessible interfaces, RedHorse CRM stays rooted in its desktop DNA, which can be an asset or a limitation depending on a company’s needs and infrastructure. By maintaining a tightly integrated Windows environment, it offers features and stability that are often difficult to replicate in purely web-based platforms, particularly for businesses with established on-premise IT systems. One of the strongest appeals of RedHorse CRM is its comprehensive suite of features. It doesn't just offer contact and sales management—though it excels in those areas—but also includes a host of functionalities that extend its value beyond traditional CRM capabilities. The software provides an integrated email client modeled after Microsoft Outlook, shared calendars, custom reporting, referral tracking, document management, and a centralized knowledge base.
Pros & Cons
- +Comprehensive Business Management: Goes beyond CRM to include marketing, servicing, and accounting integrations.
- +Strong Customer Service Ticketing: Enables issue tracking, interaction logging, and QuickBooks invoicing.
- +Familiar UI: Resembles Microsoft Office, aiding navigation for users accustomed to similar interfaces.
- +Customizable Workflow & Email Integration: Allows task organization and email tracking by contact.
- +Notable Features for SMBs: Offers all key business modules in one platform.
- −Persistent IT Issues: Users report being frequently logged out and experiencing email errors.
- −Limited Customer Support: Home office offers minimal assistance, pushing users toward third-party resellers.
- −Outdated User Interface: Some users feel its design is stuck in the early 2000s, lagging behind modern CRM solutions.
- −Lack of Market Presence: Despite its capabilities, the platform remains relatively unknown.
- −Customization Constraints: Some functions lack the flexibility needed to tailor solutions to specific business needs.
Features
Key features
- Windows-Based Contact Manager
- RedHorse CRM is specifically designed as a Windows application, potentially offering tight integration with the Windows operating system and familiar user experience for Windows users.
- Integrated Email Center (Outlook-like)
- The CRM has a built-in email client that mimics Outlook, allowing users to manage emails directly within the CRM, minimizing the need to switch between applications.
- Shared Calendars & Activity Scheduling
- Teams can easily share appointments and tasks, enhancing collaboration and ensuring no activities are missed.
- Powerful Reporting with Customization
- The built-in reporting engine enables users to create custom reports, providing tailored business intelligence.
- Knowledge Base
- A centralized and searchable repository for storing important business information like help desk details and company documents.
- Social CRM
- Users can track a contact's social media activity and history directly within their CRM record, offering insights into their online presence.
Additional features
- Complete Windows-based contact manager
- The fundamental nature of RedHorse CRM as a contact management system designed for Windows.
- Shared calendar
- Enables team members to view and coordinate schedules.
- Integrated email
- Built-in email client functionality, similar to Outlook.
- Word merging
- Allows combining data from the CRM with document templates.
- Social media integration
- Ability to connect and view social media activity within contact records.
- Sophisticated reporting
- Advanced features for creating business intelligence reports.
- Easy Importing
- Simplifies the process of transferring data from various sources like Outlook, Excel, and other CRMs.
- Account and Contact Management
- Provides tools for organizing and controlling prospect, contact, and account information.
- Unlimited Address/Phone Details for Every Contact
- Allows storing numerous contact details for each person in the database.
- Activity Scheduling
- Functionality for planning and managing tasks and appointments.
- Minimize constant switching between apps
- Benefit of having email integrated within the CRM.
- Email & Document Merging
- Enables attaching documents to emails for quick sending.
- Built-in reporting engine
- Core functionality for creating reports.
- Create custom reports with ease
- User-friendly report generation.
- Always get the exact intelligence you need
- Tailored reporting capabilities.
- Keep track of business intelligence
- Centralized storage of important company knowledge.
- Easily-searchable place
- User-friendly access to the knowledge base.
- Referral Tracking
- Tools for managing and analyzing the sources of referrals.
- Document Management
- Ability to store and link documents to CRM records.
- Instant retrieval by anyone in your team
- Easy access to linked documents for collaboration.
- Global Viewer
- Provides an overview of all user activities within the CRM.
- Link Emails to Multiple Records
- Connect email conversations to several relevant contacts.
- Never lose important info in emails again
- Benefit of linking emails to records.
- Outlook & GMail Integration
- Syncs contacts and tasks with popular email clients.
- Seamlessly syncs your contacts & tasks
- Automatic synchronization of data.
- Your preferred email client (and phone)
- Compatibility with users' existing email and phone systems.
- Easily track a contact's social activity and history
- Monitoring social media interactions from the CRM.
- Directly from their record
- Social information accessible within the contact's profile.
- Customizable Design
- Ability to change the visual appearance of the software.
- Match your team's needs, and even your branding
- Personalization options for the interface.
- User-Defined Fields
- Allows creating custom data fields to fit specific business requirements.
- CRM to work around the way you work
- Flexibility through custom fields.
- Create as many user-defined fields as you like
- Unlimited customization of data fields.
- Custom Surveys
- Tool for creating and sending online surveys to contacts.
- Responses imported automatically
- Streamlined data collection from surveys.
- Issue Management
- Tracks problems, complaints, suggestions, or objections related to accounts.
- External Data Integration
- Facilitates sharing information with other applications or data sources.
- Easy to get RedHorse to share information
- User-friendly data exchange with other systems.
- TAPI Telephone Integration
- Enables making calls directly from the PC.
- Make instant phone calls from your PC with a single click
- Convenience of integrated calling.
- TWAIN Scanner Integration
- Allows scanning documents directly into contact records.
- Immediately assigned to a contact
- Streamlined document association.
- Mobile Client
- Mobile application for accessing contacts, calendar, and emails on the go.
- Take your contacts, calendar and emails with you... wherever you are
- Mobile accessibility of key CRM data.
- Advanced Query Filtering and Groups
- Powerful tools for creating targeted marketing segments.
- Create your own custom marketing segments with powerful visual querying (no code required)
- User-friendly segmentation without coding knowledge.
Pricing
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About RedHorse CRM
RedHorse CRM is a customer relationship management software from RedHorse Systems that supports businesses in managing their client interactions and data. It provides contact management, sales tracking, and customer support features so businesses can effectively oversee their customer relationships. This platform allows users to customize workflows and automate repetitive tasks, improving efficiency in daily operations. Additionally, it offers reporting capabilities to analyze sales performance and customer engagement. Key capabilities: contact management sales tracking customer support reporting workflow automation Best for: small to medium-sized businesses that need a comprehensive solution for managing customer relationships and sales processes.
RedHorse CRM Details
RedHorse CRM's In-App Market Place
Does RedHorse CRM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
Usd ($), Eur (€), Gbp (£), Aud (A$), Cad (C$), Jpy (¥), Cny (¥), Rub (₽), Inr (₹), Brl (R$), Try (₺), Mxn (Mex$), Sgd (S$), Hkd (Hk$), Chf (Chf), Zar (R), Sek (Kr), Nzd (Nz$)
Pros & Cons
- Comprehensive Business Management: Goes beyond CRM to include marketing, servicing, and accounting integrations.
- Strong Customer Service Ticketing: Enables issue tracking, interaction logging, and QuickBooks invoicing.
- Familiar UI: Resembles Microsoft Office, aiding navigation for users accustomed to similar interfaces.
- Customizable Workflow & Email Integration: Allows task organization and email tracking by contact.
- Notable Features for SMBs: Offers all key business modules in one platform.
- Persistent IT Issues: Users report being frequently logged out and experiencing email errors.
- Limited Customer Support: Home office offers minimal assistance, pushing users toward third-party resellers.
- Outdated User Interface: Some users feel its design is stuck in the early 2000s, lagging behind modern CRM solutions.
- Lack of Market Presence: Despite its capabilities, the platform remains relatively unknown.
- Customization Constraints: Some functions lack the flexibility needed to tailor solutions to specific business needs.
RedHorse CRM's Support Options
Email Address
support@redhorsesystems.comContact
(888) 831-9012RedHorse CRM's Alternatives
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