RedHorse CRM Software


RedHorse CRM is a windows-based contact manager solution for small and midsize businesses. The product features include customer service and support, knowledge base, project management, reporting, and more. It provides a library of pre-configured report templates to prepare regular or ad-hoc reports. The dashboard provides multiple charts and graphs to display sales metrics and leads data. 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.

RedHorse CRM integrates with systems such as Microsoft Outlook, QuickBooks, Gmail and Constant Contact. Users can send bills and quotes directly into QuickBooks, sync calendars and emails between system and Outlook and manage campaign reporting through Constant Contact.

RedHorse CRM is used by companies in industries including construction, advertising, legal and accounting. Pricing is per-seat licensing and is based on outright payment or monthly subscription.

Dashboard
Dashboard

Dashboard

Account

Account

Calendar Day View

Calendar Day View

Campaign Metrics

Campaign Metrics

Quickbooks Account Sync

Quickbooks Account Sync

iPhone 5 compatibilty

iPhone 5 compatibilty

Supported Operating System(s):

Windows 8, Windows 10



4 Reviews of RedHorse CRM

Overall rating

3.5 / 5 stars

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Terry from Pension Administrators, Inc.

Ease-of-use

Value for money

Customer support

Functionality

October 2017

Transitioned from Gold Mine many years ago. Almost a clone of GM.

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

Review Source: Capterra

Eric from The Automation Station, Inc.

Industry:  Software / IT

Ease-of-use

Customer support

Functionality

August 2015

RedHorse CRM Complete

Pros

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!

Cons

I currently don't have anything I like the least about this product and/or vendor.

Christian from Rollins

Industry:  Education

Ease-of-use

Functionality

July 2015

Unremarkable system with a dull UI

Pros

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.

Cons

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.

Randy from TeamAutomation

Industry:  Consulting

Ease-of-use

Customer support

Functionality

June 2015

Likely the best CRM on the market, just not so well known!

Pros

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.

Cons

Unfortunately they're not well known online or in the marketplace. Could use more resources internally in marketing.


Displaying 1 - 4 of 4 reviews