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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 Benroy Business App?

We present a customizable FileMaker template that acts as an essential tool tailored to your specific application needs. This adaptable software solution is highly effective for organizing contacts, managing projects, processing job orders, creating estimates, addressing project discrepancies, and tracking leads, proposals, contracts, products, warehouses, income, expenses, payments, documents, in addition to tasks and events via an integrated calendar and timesheet feature. It exemplifies an intelligent strategy for effective business management! The application is especially beneficial for improving business process management, enabling you to organize sets of activities—whether they are events or tasks—and assign them to distinct contacts, projects, or sales leads with ease. The project management component allows for the definition of projects, detailing of tasks and roles, monitoring of project activities, distribution of tasks among individuals or teams, generation of purchase orders and estimates, prompt invoice creation, and oversight of project-related expenses. Furthermore, tracking leads and prospects is efficient; you can quickly generate quotes or proposals and send them to clients with minimal effort. Once a lead is converted into a client, creating a project becomes a seamless process, allowing you to effortlessly oversee its development and make updates as required. This template not only simplifies the workflow but also enhances overall productivity in managing various business operations.

Media

Media

Integrations Supported

Claris FileMaker
QuickBooks Online

Integrations Supported

Google Calendar

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$999 per year
Free Trial Offered?

Supported Platforms

Windows
Mac

Supported Platforms

SaaS
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Online 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

YZY SOFT

Date Founded

2011

Company Location

Lithuania

Company Website

www.yzysoft.com/product/benroy-business-app/

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

Business Management

Billing & Invoicing
Employee Management
Financial Management
Inventory Management
Purchasing
Time & Expense Tracking
Vendor Management

Purchase Order

Not specified

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