RedHorse CRM Express Features

RedHorse CRM Express Features

RedHorse CRM Express is a complete customer relationship manager. It is an account centric system with integrated Calendar and Email for complete scheduling of activities for your contacts and full tracking of all communications. Perform mail merges with Word and create sophisticated reports to better manage your data.

The Express version does not include the business management functions included in the Standard Edition. These include ticket management, quote management, project management or Quickbooks integration.

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Overview of Features

Windows-based solution
A powerful customer relationship management package
In and outbound email capabilities linked to records
“Do not call” management on record, phone, and email
Extensive library of standard reports
Unlimited custom reporting capabilities
Calendar
Alarms
Surveys
Dashboard
Global viewer
Truly relational database
Highly customizable

Detailed Features

Microsoft SQL Server 2005 Express or higher
- limitless data capabilities
Easy conversion/migration from other CRM packages
Account centric
- Roll-up information on linked contacts
Unlimited addresses, email addresses and phone numbers
Configurable data grids with filtering grouping, calendar, more.
MS SQL Reports
XML merge documents with Word
Customer details and history from CRM
SQL based queries and groups
- Filtering capability on all data areas within the system and outside
Email Center
- POP interface FAST!
- Link Emails to multiple people and business modules
TAPI integration
- Outbound dialing
- Inbound call popup
External data connections
- View data from outside CRM
Comprehensive System Admin
- Flexible roles and user rights configuration
- Customize terms
- Control visibility of data
- Set system defaults for easy data entry
- Data repair and archive

Compare features with other RedHorse CRM Editions

View the RedHorse CRM Standard Edition features