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RedHorse CRM

Score8 out of 10

4 Reviews and Ratings

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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 includes a mobile version for phone or web.

Categories & Use Cases

Media

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.

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Screenshot of RedHorse can manage your calendar for you, including scheduling for multiple users and multiple contacts.

Key Features

Learn about the best (and worst!) features RedHorse CRM has to offer, as determined by TrustRadius' reviewers.
Based on 4 ratings of RedHorse CRM's features
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Top Performing Features

  • Customer data management / contact management

    The software acts as a single source for all customer data and enables users to access that data efficiently.

    Category average: 8.6

  • Workflow management

    The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

    Category average: 7.4

  • Territory management

    Users can defines salesperson territories based on customer or market characteristics.

    Category average: 7.2

Areas for Improvement

  • Social engagement

    The software can facilitate and track engagement with customers via social channels.

    Category average: 6.8

  • Pipeline visualization

    Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

    Category average: 7.6

  • Compensation management

    The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

    Category average: 8.5

Reviews

What users are saying about RedHorse CRM.
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RedHorse CRM - the last CRM you will need to evaluate. All features INCLUDED.

Randy Tucker
President / CTO in Corporate at TeamAutomation (1-10 employees employees)

Pros

  • 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.

Cons

  • 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.

Return on Investment

  • 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.

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