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Core CRM Pro Overview – a FileMaker CRM

Introducing the new Core CRM Pro from Productive Computing.
Learn more here:
–Customizable FileMaker CRM
–Organize contacts, leads & vendors
–Generate sales estimates & invoices
–Connect with QuickBooks Desktop & Online
–Training available at Productive Computing University

The Core CRM Pro is a streamlined Customer Relationship Management (CRM) solution built on a Workplace Innovation Platform known as FileMaker. This cloud-based solution was created to allow you and your team to keep all your key data in a centralized location.

Your clients and the relationships with those clients are important assets to your company. What you know about each client is essential to help retain and build upon these critical relationships. However, keeping track of contact information, invoices, important events, spreadsheets, and documents can be challenging. Having all of those details at your fingertips allows you to effectively assist your customers and gives you the opportunity to build a relationship with clients.

The Core CRM Pro subscription is hosted and available making it the perfect solution to get you started no matter where you are. Since it is built in FileMaker, you have the flexibility to use the software with the out-of-the-box functionality or have it easily customized. A FileMaker CRM allows you to create a solution that is tailor-made to fit your specific processes, can be streamlined to improve your workflow, and expanded over time as your business grows.

The Core CRM Pro FileMaker app gives you the option to quickly connect and update your customer and invoice data in your QuickBooks Desktop or QuickBooks Online accounting file.

Go Mobile with Core CRM Pro that lets you connect to your data using an iPad or a browser to easily update contacts, generate notes, and create invoices.

With over 15 years of FileMaker CRM development experience and many versions of the Core CRM, we have done it all. From complex designs with many modules to the simple basics, we have created FileMaker apps that work for all sizes of business and many types of industries.

We created the Core CRM Pro as an off-the-shelf CRM tool that is easy to use, easy to customize, easy to share with your team, and easy to connect to your important financial data.

Learn more here:


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