Core4 CRM 1.0

Productive Computing, Inc. in Business / Other

Core4 CRM screenshot

User Rating: 2.9 (20 votes)

The Core4 CRM is a strikingly efficient customer relationship management system that offers organizations shared user access and control over critical business data. Users are able to efficiently manage areas including contacts, calendars, tasks, document storage, correspondence, sales opportunities, estimates, work orders, invoices, payments, inventory, time tracking, projects, reports and dashboards.

In addition, it is preprogrammed to exchange data with 3rd party applications such as Outlook, QuickBooks, Apple Address Book, iCal, PayPal and Authorize.net through the use of optional add-on FileMaker Pro plug-ins.

Core4 was built with a “your data anywhere” philosophy by providing users with access into the Core4 system through the use of a FileMaker Pro 12 client, FileMaker Go on the iPad, or from a web browser. Using techniques now available in FileMaker Pro 12, Core4 has been heavily optimized for access across a Wide Area Network and the web.

Built using the award winning FileMaker Pro cross-platform database engine, Core4 is also one of the few CRM solutions that will work on both Apple and Windows computers so that everyone in your organization can access a single solution no matter what platform they deploy.

KEY FEATURES:


Customer Relationship Management:
Specifically designed to handle both individuals and organizations and their relationship to each other. This cross-linking functionality allows you to see everyone that is associated with an organization and their roles. Easily view the associated Opportunities, Estimates, Orders, Invoices, Projects, Activities, Timers and Documents associated with any contact or organization.

Web Access and iPad Optimized:
Conveniently access Core4 from a web browser. This solution has been optimized to run on the free FileMaker® Go app for iPad with additional functionality added for technicians who fulfill work orders in the field.

Sales Opportunities, Estimates, Orders and Invoices:
This flexible module allows you to track your sales process from initial contact through to invoiced customer. Sales opportunities can be linked to individuals, companies or both. Quickly generate multiple related opportunities, estimates, orders and invoices from a single opportunity.

Flexible Deployment and Pricing:
Core4 is a full featured FileMaker CRM solution offered under a Software as a Service subscription model. Customers have the choice to make a traditional one-time purchase to run it on their own server, on one of PCI’s hosting servers, or purchase a subscription to the software “in the cloud” for a monthly per user fee.

Work Orders:
Send digital work orders to technicians in the field using FileMaker Go on an iPad. While onsite, technicians can easily update work order information and digitally capture signatures confirming completed work.

Correspondence History and Campaigns:
Have a complete correspondence history for every contact and every employee for all faxes, calls, letters, e-mails and notes from conversations. Use pre formatted templates for e-mails, letters and faxes. Send bulk HTML e-mail and mail merge letter campaigns.

File Size: 53.33984375 MB License: Trialware Price: $4000.00
Related: data - control - document - web - business
Platform: Windows XP, Windows Vista, Windows 7
System Requirements: FileMaker® Pro 12
Downloads: Total: 209 | This Month: 16 Released: 2012-08-08
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Core4 CRM for Mac 1.0 Productive Computing, Inc.    

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