Core CRM Pro

Since 1996, Productive Computing, Inc. has been helping its customers become more efficient and profitable by implementing custom software solutions using FileMaker Pro. Their product Core CRM Pro is a FileMaker CRM for managing Contacts, Sales, Inventory, Calendar Events & Documents. It can be connected to QuickBooks Desktop & Online.

Various modules

• The Contacts module maintains contact information for leads, customers, and vendors. Users can track related notes, create appointments and tasks, add or view documents, and link customers' estimates, and invoices.
• Sales provides one central location for invoicing needs and is used to create estimates and invoices for contacts and track the progress of sales as deals develop and link them to customers. Can generate PDF documents for each invoice and email with the click of a button. With QuickBooks integration, accounting can push invoices to QuickBooks and pull payment information into FileMaker.
  
• The Calendar can create appointments, keep track of assigned tasks, and link everything back to a contact. Displays events for a single day, week or month with multiple calendar view options. Filters can be set to view events for a specific team member or the entire team.
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