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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

5X
Bloks
ChatGPT
Claris FileMaker
Composio
Ema
Google Drive
Kindo
Lighthouse
Mesh
Microsoft Teams
PTC Implementer
Polytomic
QuickBooks Online
Scout
The Swarm
Truto
Typeform
n8n
zenphi

Integrations Supported

5X
Bloks
ChatGPT
Claris FileMaker
Composio
Ema
Google Drive
Kindo
Lighthouse
Mesh
Microsoft Teams
PTC Implementer
Polytomic
QuickBooks Online
Scout
The Swarm
Truto
Typeform
n8n
zenphi

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

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

Date Founded

2014

Company Location

United States

Company Website

www.affinity.co

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

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

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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