redhorse crm tm a powerful and scalable business manager not just crm! 888.831.9012
TRANSCRIPT
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RedHorse CRMtm
A powerful and scalable business manager
Not just CRM!
www.redhorsecrm.com 888.831.9012
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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!
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Familiar Contact Window
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Account Layer
Roll-up information from linked contacts
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Unlimited phone numbers
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Sophisticated Screen Design
Many Data Types Available
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Configurable Data Grids With
Filtering Grouping
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Calendar
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MS SQL Reports
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Merge Documents with Word Merge From:
Contacts Business Modules Line Items
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Complete Quoting Package
Product catalog
Commissions
Pricing & Discounts
Inventory if using QuickBooks
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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
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Customer Service Tickets Group Ticket Scheduling Ticket Escalation Integrated billing
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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
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Contract Management
Limited term contracts
Recurring contracts (Evergreen)
Integrated billing
Task-based time tracking
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Campaign Management Lead to sale tracking Line item ROI
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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
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Workflow Stage based firing
Trigger events in real-time
No scanning necessary
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Details SQL based queries and groups
Alarms
Surveys
Dashboard
Global viewer
“Do not call” management on record, phone, and email
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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
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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
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RedHorse CRMtm
Contact RedHorse Systems, Inc. for a dealer referral Today!
www.redhorsecrm.com
888.831.9012