RedHorse CRM Software
Developed for small to medium sized businesses, RedHorse CRM provides a customizable Windows-based customer relationship management system. Features offered include customer service & support, a knowledge base, project management, and more. RedHorse is used by companies in several industries including construction, advertising, legal, and accounting.
RedHorse CRM offers functionality such as unlimited reporting capabilities and a library of standard reports. Additionally, the dashboard offers a variety of charts and graphs that display sales metrics and lead data.
RedHorse CRM can integrate with systems such as Microsoft Outlook, QuickBooks, Gmail, and Constant Contact. These integrations can provide a wide range of uses, including sending bills and quotes directly into QuickBooks, syncing calendars and emails between the system and Outlook or Gmail, and campaign reporting through Constant Contact.
Users can also employ RedHorse Mobile, which gives users real time access to their contacts, calendar, and accounts. It can be utilized on iOS and Android devices, as well as most web browsers.
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Dashboard -
Account -
Calendar Day View -
Campaign Metrics -
Quickbooks Account Sync -
iPhone 5 compatibilty
Supported Operating System(s):
Windows 8
4 Reviews of RedHorse CRM
Eric from The Automation Station, Inc.
Specialty: Software / IT
August 2015
August 2015
RedHorse CRM Complete
Likes Best
RedHorse CRM Complete has all the business modules to power my business. I especially like and use the Customer Service Ticketing module. As customers have issues with the technology, we create a Customer Service Ticket for each issue, track all the activities, emails, and interaction to resolve the issue. We are able to track all our parts and labor on the Ticket, and with the integration with Intuit QuickBooks, we can easily send over the invoice for all the parts and labor in to QuickBooks. Very powerful feature which we use every day!
Likes Least
I currently don't have anything I like the least about this product and/or vendor.
Recommendations
A lot of companies look at and use Web Based CRM tools... but if you look at the overall investment for 2 yrs, 4 yrs, 6 years down the road, RedHorse CRM is way less of an investment. Plus with an on premises tool like RedHorse, you can have multiple windows open at the same time. You don't have to wait for the web page to repaint or refresh. As a power user, I really like all I can do and manage with RedHorse.
Christian from Rollins
Specialty: Education
July 2015
July 2015
Unremarkable system with a dull UI
Likes Best
RedHorse CRM looks like a Microsoft Office product. As such the UI appears to be somewhat familiar which helps navigating to a certain degree. RHCRM offers a range of standard functions, including invoice integration.
Likes Least
RedHorse CRM looks and feels like a system from the late 90's or early 00's. While that is not inherently bad, it highlights the fact that other systems, such as Base, Microsoft Dynamics, Salesforce etc., are lightyears ahead in terms of UI, functionality beyond what can be considered standard in 2015, and overall impression in general.
Recommendations
I was able to test several CRM systems during an engagement. The most helpful recommendation I can give is developing a set of businesses cases that the system should be able to handle. It makes it easier to quickly see differences and allows you to stay somewhat objective.
Randy from TeamAutomation
Specialty: Consulting
June 2015
June 2015
Likely the best CRM on the market, just not so well known!
Likes Best
RedHorse is a complete Business Management System not just a CRM. It has everything a SMB needs to operate their business. From marketing to servicing to accounting linkage.
The vendor adds capabilities as the identified customers needs grow.
Likes Least
Unfortunately they're not well known online or in the marketplace. Could use more resources internally in marketing.
Recommendations
Allow a value added reseller (VAR) to properly demonstrate RedHorse as there are so many features that can be difficult to see and evaluate if you are not pointed to them.
Compare RedHorse CRM to any others and if you are really in the market for a full featured system, RedHorse is it.
We provide tools (10-12 brands) like RedHorse and we have chosen RedHorse for our business 8-10 years ago.
Terry from Pension Administrators, Inc.
October 2017
October 2017
Transitioned from Gold Mine many years ago. Almost a clone of GM.
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros
Works well when not having IT issues. Want customize-able work flow along with integrated email by contact.
Cons
For years have been trying to "fix" problems with being kicked out of software and email issues of error messages that make us go to the "outbox" and press send again. Home office is of no help. Want us to rely on re seller who only has a few RH clients
