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RedHorse CRM

RedHorse CRM

Overview

What is RedHorse CRM?

RedHorse CRM is an all-in-one CRM for small businesses with end-to-end business management. This solution includes Quoting, Customer Service, Project Management, QuickBooks integration, Campaign Management, Constant Contact integration, Credit Card Processing. It is a completely configurable on-premise windows application that…

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Recent Reviews

TrustRadius Insights

Easy client information access: Many users have praised the software for its ability to easily look up and utilize each client's …
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Pricing

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RedHorse CRM Core Edition

$9

On Premise
Per Seat per Month

RedHorse Mobile

$10

On Premise
Per Seat per Month

RedHorse CRM Essential Edition

$29

On Premise
Per Seat per Month

Entry-level set up fee?

  • $895 per 5 users
    Optional
For the latest information on pricing, visithttps://redhorsesystems.com/products/ed…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Details

What is RedHorse CRM?

RedHorse CRM Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Territory management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Contract management
  • Supported: Quote & order management
  • Supported: Interaction tracking

Customer Service & Support Features

  • Supported: Case management
  • Supported: Call center management
  • Supported: Help desk management

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Billing and invoicing management

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: Scripting environment
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions

Social CRM Features

  • Supported: Social data
  • Supported: Social engagement

Integrations with 3rd-party Software Features

  • Supported: Marketing automation

Platform Features

  • Supported: Mobile access

RedHorse CRM Screenshots

Screenshot of RedHorse can manage your calendar for you, including scheduling for multiple users and multiple contacts.Screenshot of View, add, edit, call, email, map. Manage all of your accounts and contacts. Search your contact list or use Favorites.

RedHorse CRM Video

A brief video overview of RedHorse CRM. RedHorse CRM is an on premises CRM solution running on Microsoft SQL Server and Windows software to power your business. Learn more at http://redhorsesystems.com

RedHorse CRM Integrations

RedHorse CRM Competitors

RedHorse CRM Technical Details

Deployment TypesOn-premise
Operating SystemsWindows
Mobile ApplicationApple iOS, Android, Windows Phone, Blackberry
Supported CountriesUnited States, South America, EU
Supported LanguagesEnglish, Spanish

RedHorse CRM Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)70%
Mid-Size Companies (51-500 employees)30%
Enterprises (more than 500 employees)0%
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Comparisons

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Reviews and Ratings

(4)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Easy client information access: Many users have praised the software for its ability to easily look up and utilize each client's information. This feature has been appreciated by multiple reviewers, making it a popular benefit of RedHorse CRM.

Effective when IT issues are absent: Several users have expressed satisfaction with the software's effectiveness in managing business operations when there are no IT issues. This reliability has been noted by multiple customers, highlighting its positive impact on their workflow.

Comprehensive toolkit for business operations: RedHorse CRM provides a comprehensive toolkit that encompasses all aspects of business management. Users appreciate having various functions and capabilities at their disposal, making it easier to handle different tasks within one platform.

Difficult Search Functionality: Some users have expressed difficulty in searching for specific information within RedHorse CRM. They have suggested using the ctrl+F function with RedHorse to improve the search experience.

Ongoing Software Issues: Several reviewers have reported ongoing issues with the software and email, but they haven't received any help or support from the home office. These users also mentioned that relying on a reseller who has only a few RedHorse clients exacerbates their frustration.

Lack of Cloud Capabilities: Users have voiced their desire for RedHorse CRM to have cloud capabilities in order to compete with other systems in the market. They feel that having cloud functionality would enhance accessibility and provide more flexibility for their business needs.

Reviews

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
Randy Tucker | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
As a reseller we use the product daily and have many clients using it. After 25 years in the CRM business, we find that RedHorse is our product of choice and advise clients to evaluate it as well. RedHorse has all the features one might wish for their SMB or enterprise level organization.
  • Customer information management - retain complete information about the client, their company, social media conversations, product ownership and so on.
  • Sales process drive and automation - integrates with Constant Contact to provide marketing support for your sales team.
  • Customer support (Ticketing) - complete time and technology management. Know how many issues are arising and the response time to solutions. Create knowledge base as issues are resolved.
  • Integration to QuickBooks - Connects directly to QuickBooks in a manner that is solid and easy to use while maintaining security. Your sales and support team sees just what they need to see.
  • Really RedHorse is so full featured that it has few areas that need improvement. One feature that is not present but will be addressed in the future is true SaaS implementations.
RedHorse CRM is not well suited for organizations that need full web access. It is not currently a SaaS application but can be used with Amazon and similar hosted servers.
Sales Force Automation (8)
100%
10.0
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Territory management
100%
10.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
100%
10.0
Quote & order management
100%
10.0
Interaction tracking
100%
10.0
Customer Service & Support (3)
90%
9.0
Case management
100%
10.0
Call center management
70%
7.0
Help desk management
100%
10.0
Marketing Automation (2)
95%
9.5
Lead management
90%
9.0
Email marketing
100%
10.0
CRM Project Management (3)
100%
10.0
Task management
100%
10.0
Billing and invoicing management
100%
10.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
80%
8.0
Forecasting
90%
9.0
Pipeline visualization
50%
5.0
Customizable reports
100%
10.0
Customization (4)
95%
9.5
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
100%
10.0
API for custom integration
80%
8.0
Security (1)
100%
10.0
Role-based user permissions
100%
10.0
Social CRM (2)
70%
7.0
Social data
70%
7.0
Social engagement
70%
7.0
Integrations with 3rd-party Software (2)
75%
7.5
Marketing automation
100%
10.0
Compensation management
50%
5.0
Platform (1)
80%
8.0
Mobile access
80%
8.0
  • RedHorse allows our team to focus on producing results for clients in a prompt and accurate manner.
  • Information is always available and the system is quick so our team and our clients appreciate the application.
  • Quoting a client is a breeze and the system is flexible.
  • Salesforce.com,Microsoft Dynamics CRM,Sales Logix
As a CRM systems provider for 25+ years we have worked with a number of CRM products but so far none have the complete feature set like RedHorse. Salesforce.com gets very expensive for clients very quickly even though it is a good product. MS Dynamics CRM is a reasonable system but is very complex and expensive to maintain and/or customize.

RedHorse provides the best of both along with the ease of use and non-complex customization.
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