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What is Core CRM Pro?

Utilizing the strengths of FileMaker's Workplace Innovation Platform, we created Core CRM Pro to manage essential aspects of your business activities. This innovative solution allows for seamless integration with QuickBooks, eliminating the hassle of duplicating the entry of contacts, vendors, and invoices while simplifying your workflows. The versatile CRM provides the convenience of accessing your FileMaker data from an iPad or a web browser, enabling you to easily update contacts, create notes, and issue invoices with great efficiency. By adopting Core CRM Pro, you’re not merely overseeing your data; you are also significantly boosting productivity and driving improvements in your overall business performance. Embrace this powerful tool to transform how you operate and achieve your business goals.

What is Affinity?

Affinity empowers you to enhance your vital connections and discover new business potentials through its innovative approach. By utilizing patented technology, it meticulously organizes and evaluates vast amounts of data derived from your team's digital interactions. This platform aids teams in cultivating their networks and boosting deal activity by revealing essential decision-makers and automatically filling pipelines. Additionally, Affinity offers valuable context regarding your contacts, ensuring you remain informed about who has interacted with whom and the reasoning behind those engagements. With Affinity, you can achieve a more profound understanding of your network while removing the need for tedious data entry, making it invaluable in any sector that prioritizes robust relationship building. Ultimately, this tool not only streamlines processes but also enhances your overall strategic approach to networking.

Media

Media

Integrations Supported

Claris FileMaker
QuickBooks Online

Integrations Supported

Arbortext
Beam AI
Bloks
Causal
ChatGPT
Eventbrite
FontAgent
HubSpot Marketing Hub
Kindo
Nango
Polytomic
Salesforce
Slack
Truto
VerityESG
Vessel
zenphi

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

Windows
Mac

Supported Platforms

SaaS
Android
iPhone

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars

Company Facts

Organization Name

Productive Computing

Date Founded

1996

Company Location

United States

Company Website

www.productivecomputing.com/products/core-crm-pro-filemaker-crm/

Company Facts

Organization Name

Affinity.co

Date Founded

2014

Company Location

United States

Company Website

www.affinity.co

Categories and Features

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Deal Sourcing

Not specified

Investment Banking

Not specified

Private Equity

Not specified

Sales Tracking

Not specified

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