RedHorse CRM - the last CRM you will need to evaluate. All features INCLUDED.
May 22, 2015

RedHorse CRM - the last CRM you will need to evaluate. All features INCLUDED.

Randy Tucker | TrustRadius Reviewer
Score 10 out of 10
Vetted Review

Software Version

6.X and 7.x

Modules Used

  • All

Overall Satisfaction with RedHorse CRM

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 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.
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.

RedHorse CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
10
Interaction tracking
10
Case management
10
Call center management
7
Help desk management
10
Lead management
9
Email marketing
10
Task management
10
Billing and invoicing management
10
Reporting
10
Forecasting
9
Pipeline visualization
5
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
8
Role-based user permissions
10
Social data
7
Social engagement
7
Marketing automation
10
Compensation management
5
Mobile access
8