RedHorse CRMtm

A powerful and scalable business manager

Not just CRM!

www.redhorsecrm.com 888.831.9012

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!

Familiar Contact Window

Account Layer

Roll-up information from linked contacts

Unlimited phone numbers

Sophisticated Screen Design

Many Data Types Available

Configurable Data Grids With

Filtering Grouping

Calendar

MS SQL Reports

Merge Documents with Word Merge From:

Contacts Business Modules Line Items

Complete Quoting Package

Product catalog

Commissions

Pricing & Discounts

Inventory if using QuickBooks

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

Customer Service Tickets Group Ticket Scheduling Ticket Escalation Integrated billing

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

Contract Management

Limited term contracts

Recurring contracts (Evergreen)

Integrated billing

Task-based time tracking

Campaign Management Lead to sale tracking Line item ROI

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

Workflow Stage based firing

Trigger events in real-time

No scanning necessary

Details SQL based queries and groups

Alarms

Surveys

Dashboard

Global viewer

“Do not call” management on record, phone, and email

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

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

RedHorse CRMtm

Contact RedHorse Systems, Inc. for a dealer referral Today!

www.redhorsecrm.com

888.831.9012