Core5 CRM Now Compatible with Server-Side FM Books Connector Plug-in

[] San Marcos, California – Productive Computing, Inc., a Platinum member of the FileMaker(R) Business Alliance, is proud to announce that their Core5 Starter Edition CRM is now compatible with the FM Books Connector Online Edition server-side plug-in. Enabling the Core5’s QuickBooks Online functionality with this server-side plug-in allows users to push and pull contacts, invoices and payment information on a Windows or Mac computer and from any iOS device.

The Core5 Starter Edition is a streamlined CRM solution for individuals and teams that maintains contact information, tracks sales, creates tasks lists and stores documents. With access from desktop, laptop or iOS device, users always have the information they need at their fingertips. Teams can work collaboratively and share information whether in the office, on the road or working from home.

The Core5 Starter Edition is preconfigured to connect with QuickBooks Desktop or QuickBooks Online. Using the FM Books Connector or FM Books Connector Online Edition plug-in, the Core5 Starter Edition can transfer contacts and invoices to QuickBooks and pull payment information. Its interactive dashboard helps managers easily track estimates, orders, and invoices and view task lists and pending appointments.

“We’ve been really pleased with the success of our Core5 Starter Edition solution and we feel that this expanded compatibility will make it even more attractive to users. This new server-side compatibility allows users to go truly mobile. By utilizing a server-side plug-in to handle the processing, Core5 users have the ability to send data back and forth to QuickBooks Online without having a plug-in installed on their desktop or iOS device.” Keith Larochelle, Chief Financial Officer, Productive Computing, Inc.

The Core5 Starter Edition CRM was created to be a quick, simple and very affordable solution for customers who are new to the FileMaker Pro platform or for existing customers who are considering a rebuild of their existing database, to start with a fully functioning CRM system that also includes a built-in QuickBooks integration.

This solution is equipped to manage and track the following business aspects:

Contacts: The Contacts module maintains all contact information for leads, customers and vendors. Users can track related notes, create appointments and tasks, add documents and link contacts to estimates, orders and invoices.

Sales: The Sales module allows users to create estimates, orders and invoices for contacts. With a QuickBooks integration, the bookkeeper can easily push invoices to QuickBooks and pull payment information into the Core5.

Documents: The Documents module provides secure document storage. Users can link documents to related contacts and tag with keywords and descriptions for easy searchability.

Dashboard: The Dashboard module provides sales charts, customer overview graphs, and lists of contacts, tasks and appointments, as well as all sales transactions to analyze company performance. The bookkeeper can use the Dashboard to push and pull multiple records at once between Core5 and QuickBooks.

There are three license options for the Core5 Starter Edition:
1. Free Core5 Desktop – single desktop machine, one user, no customization available, not compatible with server-side plug-in
2. Core5 SaaS – hosted, multi-user access, remote access, customizable, includes all necessary FileMaker licensing
3. Core5 Site License – fully unlocked, ability to host for mobile and multi-user access, customizable

The FM Books Connector Online Edition server-side plug-in is available for $450/ year and can be purchased along with a Core5 Starter Edition SaaS or Site license. Contact our Sales Department to buy FM Books Connector Online server-side with the Core5 Starter Edition.

Please visit the Core5 Starter Edition CRM website for product details, system requirements and pricing. View our blog post “Setting up your Core5 Starter Edition with QuickBooks Online” for instructions on setting up the server-side plug-in.

FileMaker Pro Support and Plug-in Integration:
Do you have database enhancements you would like to have programmed? Want help getting a plug-in professionally installed into your FileMaker solution? We can help! The process is easy – complete our online Request For Quote form (RFQ) or call us directly, and one of our certified developers can work with you on improving your solution today.

Productive Computing, Inc. also produces Core4 CRM and Core5 Starter Edition, two off-the-shelf productivity solutions designed to automate your workflow, as well as a suite of FileMaker Pro plug-ins that allow FileMaker Pro to integrate with third party applications including Outlook, QuickBooks, Apple Contacts and Calendar, PDF forms, digital signatures, and biometric fingerprint scanners.

In addition, Productive Computing, Inc. is a full-service FileMaker Pro hosting company. FileMaker hosting services allow customers to host their own FileMaker Pro solutions on Productive Computing servers in the cloud instead of purchasing and supporting the necessary server infrastructure themselves. These same servers also provide the infrastructure for customers who would prefer to subscribe to Productive Computing’s Core4, Core5, or Vessel Service Solutions under a SaaS (Software as a Service) pricing model.

Productive Computing, Inc. is one of only a few companies in the United States to have earned the highly respected Platinum level membership within the FileMaker Business Alliance and recently won the exclusive FileMaker Business Alliance Partner of the Year award.Productive Computing, Inc.
Core5 Starter Edition CRM
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Since 1996, Productive Computing, Inc. has been helping its customers become more efficient and profitable by implementing custom software solutions using FileMaker Pro. Utilizing FileMaker Pro as a rapid application development tool, their certified FileMaker developers can create custom applications that a business can run on their Windows or Macintosh desktop computers, in a web browser, on an iPad or iPhone or shared simultaneously on all of these platforms. All Material and Software Copyright (C) 2017 Productive Computing, Inc. All Rights Reserved. Apple, the Apple logo, macOS, and Mac OS X platforms are trademarks of Apple Inc. in the U.S. and/or other countries.

###Rachel Castillo
Products/Marketing Coordinator
United States
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