CRM Management Software

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Your organization’s most important asset is what you know about your customers.
From the first contact through each interaction in the sales process to every detail of their orders and the projects you complete for them, the invoices you’ve sent, and the payments they’ve made.

Keeping track of all that information is a challenge at best.
At worst, it’s a confusing nightmare of Excel spreadsheets, Word documents, Outlook contacts, and piles of paper.

Introducing Core4 Customer Relationship Management
There’s only one CRM project management software on the market today that tracks all those details (and more), giving you complete visibility into your customers’ end-to-end experience with your company.

Here at PCI, we built the Customer Relationship Management software that we wanted to use ourselves. We built our CRM management software on the award-winning, customizable FileMaker Pro platform, so it’s scalable, flexible, and positions you to grow.

Our
Your Data Anywhere approach means you can easily access your customer information from any web-enabled platform: PC, Mac, iPad, tablet computer, or smart phone, over your WAN or across the Internet.

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 a flexible, interactive dashboard help you slice, dice, and understand all that information.

Core4 - CRM Anywhere
 
KEY FEATURES:

Multi-platform support
Whether you need PC or Mac CRM software, Core4 works seamlessly in all platforms, including iPads for technicians and project teams or sales reps at remote locations.

Flexible purchase and support models
Run it on your server OR host it on PCI’s servers OR purchase our cloud-based subscription service.

Because Core4 is built on the robust, flexible FileMaker platform—and because we sell it fully unlocked—it’s easy to for you to customize with or without our help.

Customize and Expand
Using Productive Computing’s development services or an entirely different FileMaker developer, you can customize and expand modules and features within the Core4 user interface. Adjust and adapt to the growing workflow and project demands.

Dashboard & Reports
Customizable at-a-glance and detailed views of opportunities, estimates, orders, projects, and cash flow.

Communication history and campaign management
Track every contact with your prospects, customers, and employees: phone calls, emails, faxes, letters, and meeting notes. Easily send mail-merged marketing letters and HTML e-communications using our Outlook Manipulator.

Calendars and activities
Individual and overlapped group calendars provide insight into one-off and repeating events or meetings. Easily assign activities to individuals or groups, with at-a-glance status views and automated reminders to keep everyone on track.

Project and task management with time tracking
Our CRM project management software allows you to define projects, tasks, and roles; assign tasks to individuals or groups; and track time against projects for internal reporting or client invoicing.

Work orders
Create work orders and dispatch them to field technicians’ iPads; completed work is signed off electronically on-site. No more tracking paper documents and deciphering illegible handwriting!

Purchase orders
Track all data for your P.O. process (vendor, customer, items, status, etc.).

Inventory management
Create and track inventory, including items, sub-items, reorder levels, quantity on hand, etc. Supports kits and inventory assemblies.

Invoicing and payment tracking
Generate and send invoices; receive and track payments, including multiple payments across multiple invoices. Optionally interface invoice and payment data with QuickBooks using our FM Books Connector.

Document management
Secure document storage and checkout management means everyone has access to the information they need
and no one can overwrite another user’s updates.

Optional credit card processing through Authorize.net and/or PayPal
Utilize our FM Credit Card plug-in to process credit card payments right in FileMaker.

Data exchange
Depending on your needs, the Core4 CRM seamlessly exchanges information with Microsoft® Outlook, Intuit® QuickBooks, Apple® iCal, and Apple Address Book. You purchase only the plug-in functionality you need.


OPTIONAL SUBSCRIPTIONS:

Subscribers will be given remote access and thus benefit from having all data "in the cloud." Core4 CRM Subscribers who also pay for FileMaker Pro on a subscription basis require a commitment of at least 1 year to the Software as a Service (SaaS).

* FREE 30 day trial of any Software as a Service (SaaS).

Download demo now WindowsMacintosh

System Requirements

Application: MacintoshWindowsFileMaker® Pro 12
Plug-in specs may vary

Platform: Windows® XP/VISTA/7/8
Mac OS X 10.6-10.9


Version: 1.0.0.2


Pricing

Site License: $4,000.00

Site + 1 FileMaker Pro License: $4,320.78

Site + 5 FileMaker Pro Licenses + Maintenance: $5,579.50

Site + 5 FileMaker Pro Licenses + FileMaker Server + Maintenance: $6,597.40

Site + 10 FileMaker Pro Licenses + FileMaker Server + Maintenance: $7,635.78

Installation Support: $499.00

FileMaker Pro - Single User: $320.78

Core4 CRM Subscription - Single User - Per Month Price: $45.00

FileMaker Pro Subscription - Single User - Per Month Price: $15.00

Plug-in Information

Plug-ins for Outlook, QuickBooks, Address Book, iCal, PayPal, and Authorize.net integration sold separately.

Demo Limitations

Please Note This demo is a locked runtime solution and does not require FileMaker to test. The number of records is limited in the demo. Should you want a more in-depth view please complete our Request for Quote form so that a representative may show you how the Core4 can be customized to fit your specific needs.

  • Version History

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