[prMac.com] San Marcos, California – The Core CRM Pro is pre-configured for integration with Intuit’s(R) QuickBooks Desktop or QuickBooks Online accounting software. This saves time and energy by eliminating duplicate data entry of contacts, vendors, and invoices.
“With over 15 years of FileMaker CRM development experience and many versions of the Core CRM, we created everything from complex solutions with many modules to the simple basics. We have learned a lot about the features customers found important and determined that a simplified design was the best approach.
“The Core CRM Pro is an easy and affordable off-the-shelf FileMaker CRM solution for businesses to adopt. We feel it’s the best CRM we’ve ever created.” Marc Larochelle, Chief Executive Officer, Productive Computing, Inc.
Core CRM Pro Features:
Contacts – organize contacts, leads & vendors
Maintain all contact information for leads, customers, and vendors in one place. Users can track related notes, create appointments and tasks, add or view documents, and link customer’s estimates, and invoices.
Sales – manage sales with estimates & invoices
Create estimates and invoices for contacts and track the progress of sales as deals develop and easily link them to the customer record. With QuickBooks integration, the accounting team can easily push invoices to QuickBooks and pull payment information into FileMaker.
Documents – simplify & centralize document storage
Using the innate security built into FileMaker, the Core CRM Pro provides reliable document storage. Teams can readily access important data and information such as documents, images, PDFs and more.
Calendar & Events – create appointments & track team tasks
With the Core CRM Pro’s robust calendar, create appointments, keep track of assigned tasks, and link everything back to a contact. Quickly look at events for a single day, week or month with multiple calendar view options.
Dashboard – monitor Contacts, Sales & Events
Use the Dashboard to analyze various lists, graphs, and charts on contacts and sales. See an overview of scheduled appointments, tasks, and sales transactions. If connected to QuickBooks, use the Dashboard to perform batch pushes of contacts and invoices to a QuickBooks company file.
Using the power of FileMaker’s Workplace Innovation Platform, the Core CRM Pro provides an off-the-shelf CRM tool that is easy to use, easy to customize, easy to share with teams, and easy to connect to important financial data.
There are two license options for the Core CRM Pro:
1. User Subscription – hosted, multi-user access, remote access, includes all necessary FileMaker licensing
2. Site License – fully unlocked, ability to host for mobile and multi-user access, customizable
A free one-hour training course is available to learn the basics and maximize all the features.Productive Computing, Inc.
Core CRM Pro
Core CRM Pro Training Course
Since 1996, Productive Computing, Inc. has been helping our customers become more efficient and profitable by implementing custom software solutions using the FileMaker Platform. Our certified FileMaker developers can create custom applications that your business can run on Windows or Macintosh desktop computers, in a web browser and on an iOS device. Here at Productive Computing, we offer FileMaker solutions and plug-ins that allow developers to integrate FileMaker with third-party software. In addition, we are a full-service FileMaker hosting company, offering shared, dedicated, and QuickBooks Desktop hosting plans, as well as FileMaker Cloud services. At Productive Computing University, we provide comprehensive, in-depth training on advanced FileMaker technologies. Productive Computing, Inc. is proud to be a Platinum level member within the FileMaker Business Alliance and a Premier Intuit Reseller. All Material and Software (C) Copyright 2019 Productive Computing, Inc. All Rights Reserved. Apple, the Apple logo, Macintosh Mac OS X and macOS are registered trademarks of Apple Inc. in the U.S. and/or other countries. Other trademarks and registered trademarks may be the property of their respective owners.