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.
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
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.
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.
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.
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.
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.
Top Recommended Software
