Red Horse CRM Features

Overview of Features

• Windows-based CRM solution
• A powerful Business Management & Customer Relationship
• Management software
• Start to finish lead/opportunity management
• Sales Process Management with built in automation
• Customer Service Business Modules
• Seamless integration with QuickBooks Accounting
• In and outbound email capabilities linked to records
• Contact, Calendar and E-mail synchronization with Outlook
• “Do not call” management on Record, Phone, and Email
• Marketing Line Item ROI Tracking
• Unlimited custom reporting capabilities
• Calendar  with Alarm functions
• Surveys
• Dashboard
• Global viewer
• Knowledgebase
• Document Management System
• True relational database
• Highly customizable

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Detailed Features

• Microsoft SQL Server 2005 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 for every record
  • Configurable data grids with filtering, grouping, and more.
• MS SQL Reports
  • Use the Built in Reports
  • Create your own with SQL Report Writer
• XML merge documents with Word
• Complete quoting package
  • Product catalog
  • Commissions
  • Pricing & discounts
  • Inventory if available in QuickBooks
• QuickBooks integration
  • Push quotes and bills to QuickBooks
  • Project job costing
  • View inventory
  • View QuickBooks customer summary 
  • Import and export Contacts and Vendors
• Customer details and history from CRM
• Customer Service Ticketing System (Help Desk)
  • Integrated Billing
  • Resolution Tracking
  • Automated Work Flow and Notifications
• Project Management
  • Fixed Bid  or Time & Materials
  • Push to QuickBooks as an estimate for job costing
  • Integrated Billing
  • Management Review Process for more accurate billing
  • Task-based Time Tracking
• Contract Management
  • Limited term and recurring Integrated billing
  • Task-based time tracking
• 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
• Outlook Integration
  • Sync Contacts, Calendar and E-mails
  • Managed from one easy-to-configure link in Outlook
• TAPI integration 
  • Outbound dialing
  • Inbound call popup
• External data connections
  • View data from outside CRM
• Comprehensive System Admin
  • Flexible roles and user rights configuration
  • Configarable Screens, Security Access, and Functions by user
  • Customize terms
  • Control visibility of data
  • Set system defaults for easy data entry
  • Data repair and archive
• Workflow
  • Immediate stage-based firing
  • No scanning necessary

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