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.
Integrations
Similar Software to Core CRM Pro
Transform your PDF documents effortlessly by converting, editing, merging, and compressing them with just a few clicks.
In just seconds, you can download your finished document without any complications, as our PDF converter works swiftly to generate files.
To protect your digital information, we ensure the use of HTTPS encryption during your PDF creation process on our platform.
You have the ability to redact documents, modify text, add new components, and perform many other functions, all from one convenient location.
Our intuitive interface is crafted for easy navigation, enabling you to make the most of our PDF creator with minimal hassle.
This online PDF tool is compatible across all major operating systems, delivering seamless performance on Windows, Mac OS, Linux, iOS, and Android devices.
For added privacy, you can secure your files by locking or restricting access, which prevents unauthorized users from opening, editing, or printing them.
This all-in-one tool not only streamlines your document management but also boosts your overall productivity and efficiency.
By utilizing our platform, you can ensure that your PDF editing and handling needs are met without any unnecessary stress.
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WEX FSM is a cutting-edge cloud platform that aims to streamline all aspects of a contractor's business operations, ranging from scheduling and dispatching to invoicing, payments, and customer management. By consolidating various workflows into a single system, it enables technicians, office staff, and clients to collaborate seamlessly, bolstered by features like real-time location tracking, user-friendly drag-and-drop scheduling, optimized dispatch routing, and a thorough customer history that documents job specifics, equipment information, notes, and images. The system also simplifies the creation of quotes and proposals, manages pricing catalogs, and offers instant mobile invoicing and payment capabilities. With functionalities that support recurring service agreements, provide flexible financing options, and include integrated payment processing, WEX FSM enhances cash flow by reducing the time spent on invoicing and collections. Additionally, it integrates smoothly with accounting software such as QuickBooks and offers extensive reporting and analytics tools that deliver critical business insights. A dedicated mobile app further equips field technicians to manage their duties effectively and collect payments on-site, ultimately allowing contractors to thrive in a competitive environment. As a result, WEX FSM not only boosts operational efficiency but also empowers businesses to grow and adapt in an ever-evolving marketplace.
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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.
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ZoomInfo Sales
Enhance your productivity, speed up your sales pipeline, and tap into unmatched revenue opportunities with ZoomInfo Sales. Build a detailed account universe customized to your Ideal Customer Profiles and engage with key decision-makers through an extensive B2B contact database that boasts over 65 million direct dial numbers and more than 150 million verified email addresses. Identify and connect with potential customers early in their buying journey by tracking companies actively seeking solutions similar to yours online. Reach out to decision-makers from organizations that have expressed interest in your company’s website, ensuring that your outreach is timely and relevant. Evaluate customer interactions, including calls, meetings, and emails, to identify areas for improvement that can lead to better financial results. Craft and execute multi-touch sales strategies using our integrated phone dialer and email solutions, which work in tandem to enhance your outreach efforts. Speed up your sales cycle with ZoomInfo Chat, a straightforward yet sophisticated chatbot tool designed to improve efficiency. Furthermore, set up real-time lead notifications to engage with the most promising buyers, or automate the lead qualification process, allowing your team to concentrate on activities that have the greatest impact. By leveraging these advanced tools, you will not only optimize your operations but also foster a more dynamic and responsive sales environment, ultimately driving greater success for your business.
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Screenshots and Video
Company Facts
Company Name:
Productive Computing
Date Founded:
1996
Company Location:
United States
Company Website:
www.productivecomputing.com/products/core-crm-pro-filemaker-crm/
Product Details
Deployment
Windows
Mac
Support
Standard Support
Web-Based Support
Product Details
Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English
Core CRM Pro Categories and Features
CRM Software
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