CRM Management Software

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Core4 is an easy to use business information tool that serves as the central nervous system (the Core) for every business it is used in.

Get Organized and get a Handle on your Business

As your business grows, so does the number of applications used to document, bill, track, contact, and schedule contacts, orders, and events. Organize it all in one place with the Core4. Streamlining business operations through automation is a smart move for businesses of all sizes.

Leap Ahead of your Competition

On the forefront of database design, the Core4 immediately gives you advantages your competition won't have! We built the Customer Relationship Management software that we wanted to use ourselves; it's scalable, flexible, and positions you to grow.

Be Confident in your System

Our personalized service and years of success developing on the proven FileMaker platform will give you the utmost assurance in your system. From implementation to training, to ongoing support, your project will exceed your expectations.

Core4 CRM management software is customer relationship management at its best: end-to-end management of all customer touch-points and commitments, from external interactions with your customers to internal project management and task and time tracking, including work orders and invoicing. Robust reporting and an interactive dashboard help to easily view and track what's most important to you.

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 client, FileMaker Go on the iPad, or from a web browser with FileMaker WebDirect.

Core4 - CRM Anywhere
 
KEY FEATURES:
The Core4 CRM allows users 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.

Contacts: manage all client information, communication and documents.

Dashboard & Reporting: view task lists and pre-formatted reports and graphs.

Sales Opportunities: track your entire sales process from initial contact to close.

Estimates & Invoices: generate estimates, process invoices and manage payments.

Work Orders: create work orders that can be sent to field technicians.

Communication History: track all email, notes and phone correspondence.

Project Management & Time Tracking: track project items, activities and create timer entries.

Calendar & Activities: manage and assign activities with individual and group calendars.

Purchase Orders: generate POs, link to vendors and adjust inventory.

Inventory Management: manage items and track inventory levels

Document management: go paperless with secure document storage.

Customizable & Expandable
Need a custom module or process built into your CRM? Using Productive Computing’s development services, you can customize and expand modules and features within the Core4 user interface. Adjust and adapt to the growing workflow and project demands.

Data Exchange
Ability to exchange data with 3rd party applications such as Outlook for Windows, QuickBooks, Apple Address Book, and iCal, through the use of optional add-on FileMaker Pro plug-ins.


PRICING AND SUBSCRIPTION:
The Core4 subscription package offers a solution that you can be sure of. Our expert team ensures a seamless installation and configuration process. Select a monthly or annual subscription plan.

Setup Package

15 Hours of professional business support, including*:
- Personalized installation on your desktop, web browser and iPad
- Assistance in setting your user preferences
- Setup of user access accounts
- Configuration of module navigation
- Minor system customizations including basic layout and field modifications
- Training on the Batch Import routine**
- Installation and registration of plug-ins: Outlook for Windows and Macintosh, QuickBooks desktop for Windows, Apple Address Book, and Apple iCal
- Training/ support for you and your staff
- Automation consulting, blue printing, and custom development

*The setup package provides you with 15 hours of support.  The time needed to complete each setup of Core4 will vary upon your needs and workflow and may exceed 15 hours. Additional support can be purchased at the rate of $185 per hour.

**Advanced data conversion can be performed at additional cost.

ADDITIONAL INFORMATION:
Your subscription includes a copy of FileMaker Pro 14 per user

System Requirements

Application: MacintoshWindowsFileMaker® Pro 15
Plug-in specs may vary

Platform: Windows® 7/8/10
Mac OS 10.10 - 10.12

Info:This solution is verified compatible with FileMaker® Pro 15, Windows® 7/8/10, Macintosh 10.10 - 10.12 and may work with earlier versions.


Version: 3.0.0.3


Pricing

Setup Package: $2,775.00

Core4 CRM User - Monthly Subscription: $34.00

Core4 CRM User - Annual Subscription: $348.00

On Premise Site License: Call Us

FileMaker Server and Setup Package: Call Us

Plug-in Information

Plug-ins for Outlook, QuickBooks, Address Book, and iCal integration are included.

Additional Product Information

Please Note Please contact us to schedule a Core4 demo.

The setup package provides you with 15 hours of support.  The time needed to complete each setup of Core4 will vary upon your needs and workflow and may exceed 15 hours. Additional support can be purchased at the rate of $185 per hour.

Core4 is a SaaS (software as a service) product and requires an active subscription. A credit card will be kept on file for automatic renewal. At the time of renewal, we will send you a receipt so that you know your card has been charged. The subscription is required for use of the product and to keep the registration code active.

What People
are Saying

"It is doing exactly what we needed: creating fast, trustworthy reports for project managers. Thanks for putting it together."

"I wanted to thank you for all the great tech support with getting this integration from QB to FileMaker off the ground!"

  • Version History

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