What is RedHorse CRM?

RedHorse CRM is your complete Windows-based contact manager. It was created specifically to help small and medium-sized businesses grow. This CRM system is used in various fields, such as construction, advertising, real estate, trade and more.

Advantages of using RedHorse CRM:

  • Easy Importing: you can easily transfer a large customer base, partners, suppliers or other important information to the system. Quickly run automatic import with RedHorse CRM.
  • Account and Contact Management: contact in CRM is customer data. The system allows you to view the list of existing contacts and add new contacts to the database. You can import ready-made contacts and, conversely, upload your list. Actions are available for any of the contacts directly from the list: each of the items can be viewed or edited, an event, a deal can be attached or deleted.
  • Outlook & GMail Integration: RedHorse CRM integrates with systems such as Microsoft Outlook, QuickBooks, Gmail and Constant Contact. 
  • Unlimited Address/Phone Details for Every Contact: Associate any number of contact details for people in your database.
  • Social CRM: the platform provides multi-channel contact management (email, phone, chat and social networks). If you are a small business owner or manager and regularly interact with your customer base on websites such as Facebook and Twitter, RedHorse will be able to help you.
  • Shared Calendars & Activity Scheduling: no more missed activities! Easily share appointments and tasks across your team.
  • Customizable Design: modern flexible design and endless possibilities of functionality will give your business a quick and successful start.
  • Email & Document Merging: Save time by easily attaching any documents to email messages for instant delivery.
  • Custom Surveys: RedHorse CRM allows you to create an unlimited number of questionnaire templates. This way you can quickly gather the necessary information from the customer.
  • Powerful Reporting: this is one of the most important parts of the CRM system, because it is the reports that allow you to analyze the effectiveness of all work with customers and adjust it at certain stages. CRM has a report creation wizard that builds various graphs.
  • Issue Management: RedHorse lets you track issues, complaints, suggestions, or objections for any account records.
  • Knowledge Base: keep track of business intelligence, such as help desk info, company documents, or other useful documents in a central easily-searchable place.
  • Document Management: generate fiscal and commodity checks, warranty cards, invoices and contracts in seconds. Do not make customers wait long. You can process more orders and unload managers at the same time. Ready-made document templates significantly speed up the order processing process.

 

Users can also use RedHorse Mobile, which gives users real-time access to contacts, calendar, and accounts. It is available on iOS, Android devices and web browsers.

CRM includes tools for reporting, importing / exporting contacts, analyzing and segmenting your target audience. Based on the CRM data you can distribute lists of potential customers among sales managers, plan promotions and then analyze their effectiveness. The result is a comprehensive suite of business management functionality, provided at market-beating prices, which lets clients do practically everything a business needs.

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