About Core4 CRM
Offering organizations stringent control over important business data, Core4 is an efficient customer relationship manager that allows users the ability to manage calendars, contacts, correspondence, dashboards, document storage, estimates, inventory, invoices, payments, projects, sales opportunities, tasks, reports, and work orders. Through intuitive design and programming, FileMaker Pro plug-ins give us the opportunity to make Core4 CRM compatible with several third-party applications, including Apple’s Address Book, iCal, Quickbooks, Outlook, PayPal, and Authorize.net.
Mac and Windows compatible, Core4 CRM was built over the framework of the FileMaker Pro cross-platform database engine, allowing your team to access a single solution over all devices.
The Core4 CRM can be used “as is” or can be customized to fit your specific needs. After purchase the solution is delivered to you unlocked so any customizations needed can be done either by yourself, an independent developer or by us. For more information please email firstname.lastname@example.org.
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.
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!
Track all data for your P.O. process (vendor, customer, items, status, etc.).
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.
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.
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.
For more information and a product demo please visit http://www.core4crm.com.