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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 Checkvist?

An exceptional online list-making tool that features distinctive keyboard shortcuts, perfect for developers and enthusiasts of keyboard navigation. Users can craft and distribute nested lists with limitless levels of organization. It allows for effective management of notes and code fragments. You have the ability to import and export data seamlessly from various platforms. Additionally, you can attach documents, set recurring deadlines, and integrate with services like Gmail, Dropbox, and Google Calendar. This minimalist and efficient list-maker is designed to be both speedy and versatile, boasting a robust free version as well. Whether you’re writing a book, carrying out research, organizing a project launch, or simply streamlining your everyday tasks, this tool is an invaluable resource. Its user-friendly interface ensures that productivity remains at the forefront, making it a must-have for anyone looking to enhance their organizational skills.

Media

Media

Integrations Supported

Animatron
Claris FileMaker
Desktop.com
Dropbox
GitHub
Gmail
Google Calendar
Google Chrome
Jira
Jira Work Management
Markdown
Mozilla Firefox
QuickBooks Online
Quickwork
Stackreaction
Wufoo
YouTrack
Zapier
iCalendar

Integrations Supported

Animatron
Claris FileMaker
Desktop.com
Dropbox
GitHub
Gmail
Google Calendar
Google Chrome
Jira
Jira Work Management
Markdown
Mozilla Firefox
QuickBooks Online
Quickwork
Stackreaction
Wufoo
YouTrack
Zapier
iCalendar

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$3.90/month/user
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

Trirt Software

Date Founded

2008

Company Location

Czech Republic

Company Website

checkvist.com

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

Product Roadmap

Collaboration
Content Import / Export
Diagramming
Drag & Drop
Feature Management
Milestone Tracking
Prioritization
Requirements Management
Workflow Management

Productivity

Collaboration
Database Creation
Document Creation
File Sharing
Notes Management
Office Suite
Presentation Tools
Project Management
Task Management
Team Chat

Project Planning

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

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