Last Updated
Overview
Core CRM Pro offers a customizable solution, centralizing business data for enhanced efficiency and client engagement. While requiring separate FileMaker licenses and hosting, its extensive features and deep customization provide significant value. This flexible Core CRM Pro software is ideal for businesses seeking tailored data management and an adaptable system.
Overall Rating
Based on 10 users reviews
4.4
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Core CRM Pro Specifications
- Contact Management
- Lead Management
- Customer Communication Tracking
- Email Integration
What Is Core CRM Pro?
Core CRM Pro is a customizable customer relationship management (CRM) solution built on the Claris FileMaker platform, centralizing essential business data. This platform empowers teams to efficiently manage customer interactions and sales workflows. It streamlines operations by consolidating contact information, tracking sales progress, and organizing critical documents. Businesses of all sizes can leverage their intuitive design to resolve pain points related to scattered data and inefficient client management, fostering stronger and more personalized customer relationships.
Core CRM Pro Pricing
Core CRM Pro Integrations
The software supports integration with multiple systems and platforms, such as:
- QuickBooks Desktop
- QuickBooks Online
- Microsoft Outlook
- Microsoft Exchange
- Twilio API
Who Is Core CRM Pro For?
Core CRM Pro caters to a diverse range of industries that require centralized data handling and workflow customization. It is particularly suitable for:
- Healthcare
- Manufacturing
- Financial services
- Retail
- Construction
Is Core CRM Pro Right For You?
Looking for a highly adaptable and comprehensive CRM solution for your business? Core CRM Pro offers exceptional value. I standout feature for evolving needs. Productive Computing, Inc., a Platinum FileMaker Business Alliance member, ensures strong support. This backing by top-tier platform specialists transforms FileMaker dependency into strength, providing a reliable Core CRM Pro experience. Embrace tailored client management and streamline your operations with this powerful software.
Still doubtful if Core CRM Pro is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Core CRM Pro Features
Contacts Module
The contacts module centralizes all lead, customer, and vendor data, facilitating thorough relationship management. Users can record notes, set appointments, and attach documents. This ensures that every interaction is documented, offering a complete client history for effective engagement and personalized communication.
Sales Module
The platform streamlines sales process, offering a central hub for invoicing needs. Users can efficiently create estimates and invoices, track sales progress, and link them to contacts. This module supports generating PDF documents for easy emailing and enhancing sales team productivity.
Documents Module
The documents module provides secure, centralized storage for all important business files. Teams can easily access and link documents, images, and PDFs to contacts, ensuring vital information is always accessible. Enhanced search features with tags and keywords make locating documents easier.
Calendar And Events
With advanced calendar and events features, you can manage your team's schedule effectively. Users can create appointments, track assigned tasks, and link them directly to contacts for a unified view. Multiple calendar view options allow for precise oversight of individual or team activities.
Dashboard
The intuitive dashboard provides a comprehensive overview of key CRM activities. Users can monitor contacts, sales, appointments, and tasks through various lists and charts. It offers indicators for QuickBooks updates, facilitating batch pushes of contacts and invoices for seamless accounting integration.
Pros And Cons of Core CRM Pro
Pros
Centralized data management
Eliminates duplicate data entry
Facilitates collaborative task management
Cons
No ability to delete chat messages
Outdated and cluttered user interface design
Core CRM Pro Reviews
Total 10 reviews
4.4
All reviews are from verified customers
Rating Distribution
5
Stars40%
4
Stars60%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Enterprise, 500+ employees
“Great tool without the bloat”
Pros
This CRM sticks to the basics without overwhelming me with unnecessary features I'll never use. I can easily find what I need to run my business without digging through endless bells and whistles. The flexibility in pricing is refreshing and I can choose between a subscription for hosted service or pay upfront to host it myself. I'm tired of being forced into monthly fees, so having that old-school option is really appreciated.
Cons
The interface looks dated and makes the dashboard seem cluttered even though it's actually not. Nothing major though.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
8
Functionality
9
Enterprise, 500+ employees
“Reliable tool with growth potential”
Pros
I really appreciate how customizable this software is .it adapts perfectly to any company size. The flexibility here is impressive and everything feels easy to work with.
Cons
Time and cost present real challenges for me and the user adoption rate has been disappointing with fewer people actually implementing the system than expected.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
8
Functionality
9
Mid Market, 51-100 employees
“Very easy to use”
Pros
The customization options are incredible and it really handles everything I need from a CRM. I can schedule meetings and manage my calendar, process invoices and documents, plus it works great for project management and keeping track of all my contacts.
Cons
The lack of Android and Linux compatibility is frustrating and there's no web deployment option available. Your stuck using it only on Windows and Mac systems. What really bothers me is they dont offer any free trial period to test the software before committing to a purchase.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
8
Functionality
9
Frequently Asked Questions
Who are the typical users of Core CRM Pro?
Core CRM Pro is widely used in healthcare, manufacturing, retail, and many more.
Does Core CRM Pro offer an API?
Yes, Core CRM Pro supports API.
What other apps does Core CRM Pro integrate with?
Core CRM Pro integrates with multiple softwares, including QuickBooks, Outlook, Exchange, and Gmail.
What level of support does Core CRM Pro offer?
Core CRM Pro offers support through phone, help desk, product forum, and email.
Does Core CRM Pro have a mobile app?
Yes, Cor CRM Pro supports FileMaker on iPad.
What types of pricing plans does Core CRM Pro offer?
Core CRM Pro price is customized according to different plans. Request your tailored Core CRM Pro cost estimation today!
What language does Core CRM Pro support?
Core CRM Pro primarily supports English language.