RedHorse CRM tm A powerful and scalable business manager Not just CRM! www.redhorsecrm.comwww.redhorsecrm.com 888.831.9012.

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Presentation transcript:

RedHorse CRM tm A powerful and scalable business manager Not just CRM!

Why RedHorse CRM tm ? 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 CRM tm !

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

Center POP interface FAST! Supports most security and compliance protocols Flexible filing Powerful searching and reporting Link s 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

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 CRM tm Retail Pricing Free 30 day trial – one seat with full functionality RedHorse CRM tm – Express Edition Powerful and scalable CRM $395 per seat RedHorse CRM tm – Standard Edition CRM plus business management with tickets, quotes, projects or accounting links $595 per seat RedHorse RE tm – Real Estate Vertical $795 per seat

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