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Introducing Core5 Starter Edition CRM – Intuitive, scalable, and pre-configured for QuickBooks

October 20th, 2016

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CRM – that ubiquitous acronym you hear a lot in business. Customer Relationship Management or a Customer Relationship Manager can mean and do a lot of different things. It embodies how you handle your customers, how you structure your workflow, and how you build relationships with clients. The market is flooded with various CRMs for your business. Some are simple, some are robust, some are industry specific, and some service a broad spectrum of businesses. However, it is our opinion that the best CRMs are those built in FileMaker. FileMaker allows you to design simple, intuitive solutions, as well as complex, specialized, and expansive databases, capable of processing and analyzing mass amounts of data.

Our latest offering builds upon to the existing repertoire of FileMaker CRMs, but what sets it apart is it beautiful simplicity, unlimited possibility, and affordable price tag. If you are looking to get started with FileMaker and (or) are interested in quickly integrating your QuickBooks file with a CRM, the Core5 Starter Edition CRM is the perfect pre-built solution for you.

This solution is designed to integrate with your existing QuickBooks company file (Desktop or Online). After purchasing our FM Books Connector or FM Books Connector Online Edition plug-in, you can quickly import your contacts, tax rates, items, and vendors in to the Core5 and then begin pushing contacts and invoices to QuickBooks and pulling payment and balance information back into Core5.

Some of you may be familiar with our existing Core products, the Core5 Starter Edition joins this family and provides an option for those who are interested in a simplified, yet surprisingly versatile, CRM solution.

The Core5 allows you manage the following aspects of your business.

Contacts: The Core5 is designed for you to easily import your contacts from your QuickBooks file or other data source. Once you are up and running, you can easily add leads, customers, and vendors.

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In the Contacts module you can also track related notes, maintain appointments and to dos, and link contacts to estimates, orders, invoices, and documents.

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Sales: Create estimates, orders, and invoices for contacts and track your sales progress as deals develop.

 

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Integrate with QuickBooks to easily push invoices to QuickBooks and pull invoice balance information back into the Core5 for your team to view.

 

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Documents: Go paperless with secure document storage, link documents to related contacts and tag with keywords and descriptions.

 

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Dashboard: Managers can use the Dashboard to analyze various graphs and charts on customers and sales and get an overview of contacts, to dos and appointments, and all sales transactions. The bookkeeper can use the Dashboard to perform batch pushes of contacts and invoices.

 

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There are three licensing options for the Core5 Starter Edition:

1. Free Core5 Starter Edition Desktop – A free, single-user desktop CRM. This is a great option if you are a one man team and want a quick way to get started with a CRM.  Interested in taking Core5 for a trial run? We encourage you to order this free runtime solution as a way to get an idea of what the Core5 Starter Edition can do. However, this version of the Core5 Starter Edition is not customizable and all infomation is local to the machine it is installed on.

2. Core5 Starter Edition SaaS – This is the ideal option for a team. We host the solution allowing you and your team to work seamlessly across iPad, Windows, Mac, and the web. Customization is available for an additional fee, and we provide all necessary FileMaker licensing.

3. Core5 Starter Edition Site License – The site license is fully unlocked allowing you to customize it to your heart’s desire. You also have the ability to host the file for mobile and multi-user access.

All plug-ins for QuickBooks integration are sold separately.

Please visit www.Core5CRM.com for more details, to request your free runtime, and for additional product and training resources.

macOS Sierra Compatibility Update

October 13th, 2016

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Apple’s newest OS roll out, macOS Sierra, not only comes with a new naming convention, but also features new Siri functions and the ability to copy and paste from device to device!

If you’re as eager as we are to upgrade to macOS Sierra so you can open your MacBook with your Apple watch, don’t hesitate, because all of our Mac plug-ins and solutions are macOS Sierra compatible.

Here is a full list of our Mac products and a brief explanation of how they can help you automate your workflow!

Solutions:
Core4 CRM v3.0.0.3: Core4 is our flagship CRM solution. Built to be robust and expandable, this business tool allows you to track everything from contacts to sales transactions and from calendar appointments to notes and documents. You can connect the Core4 with your QuickBooks file, Outlook accounts, Address Book, and iCal.

Core5 Starter Edition v1.0.0.1: The Core5 Starter Edition is an intuitive and easy to use CRM solution. It is pre-configured to connect with your QuickBooks file, the Core5 is designed to be immediately deployable.

Vessel Service Solutions v2.3.0.0: VSS was designed for covering ship or water craft breakdown emergencies and allows users to eliminate time-consuming paperwork and processes. Users can tracks boat mileage, maintenance, and fuels ups and use it to track time sheets and pull various reports.

Plug-ins:
FM Books Connector Online v2.0.0.0: Want to save time and energy by eliminating double entry of contacts, invoices or sales transactions? Use this plug-in to connect your FileMaker solution with your QuickBooks Online file.

Address Book Manipulator v4.0.1.0: Avoid the hassle of having to add contacts to your Apple Address Book and then re-type the details into your solution when you back to the office. The Address Book Manipulator allows users to update all contacts in FileMaker or Apple Contacts and then easily push the information from one application to the other, ensuring contact information is always up to date.

iCal Manipulator v2.0.1.0: Add an event once and have it on all your devices. This plug-in directly connects FileMaker with Apple Calendar and supports multiple calendars, recurring events, and tasks.

PDF Manipulator DC v1.0.1.0: Process forms faster by extracting and inserting data between PDF form fields and FileMaker.

Change Printer v4.0.7.0: Automatically changes printers, sets optional printing attributes, facilitates the coordination of large and complex print procedures, and easily switches between various types of printers/drivers.

File Manipulator v4.0.1.0: File Manipulator can copy, move, rename or delete files and folders directly from a FileMaker solution. In addition, you can compress and encrypt file data with password protection, as well as decompress and decrypt file data.

For additional details on product functionality and integration details, please contact sales@productivecomputing.com or call 760-510-1200.

FM Books Connector 64-bit Has Arrived

September 29th, 2016

FM Books Connector V9 is now available. Our big news with this release, what we’re most excited about, is that this plug-in is now FileMaker 64-bit compatible!

Since its debut 10 years ago, the FM Books Connector has been a 32-bit plug-in working with the QuickBooks 32-bit application. When FileMaker introduced its 64-bit technology, we began investing a significant amount of our R&D resources into making our entire suite of plug-ins and solutions 64-bit compatible. It was important to us that our customers were able to take full advantage of the performance enhancements available with the FileMaker 64-bit architecture.

While QuickBooks is still a 32-bit application, we have redesigned the connection conduit in the FM Books Connector plug-in to allow for communication with FileMaker 64-bit.

Though process speeds depend upon the environment that you are running your FileMaker solution in, during internal testing we noticed a significant improvement in processing times. The 64-bit plug-in pushed customers up to 63% faster and pushed invoices 43% faster than the 32-bit plug-in.

Other updates for FM Books Connector V 9 include:
– Added compatibility for QuickBooks 2017 Pro, Premier, and Enterprise US editions
– Added compatibility for FileMaker 64-bit
– Created MSI installer package for easier installation
– Updated Developer’s Guide
– Updated Demo file
– Verified compatibility with FileMaker® Pro 13-15 for Windows (32-bit) and FileMaker Pro 14-15 for Windows (64-bit)

A typical FileMaker to QuickBooks integration enables you to push customer data and related invoices into QuickBooks with the click of a button. The FM Books Connector also allows you to perform vendor or purchase order data exchanges, customer balance queries, time sheet imports, shopping cart orders, general journal transaction, and more.

The FM Books Connector plug-in makes data exchange easy. It seamlessly pushes information to and from your FileMaker solution and QuickBooks file, eliminating time consuming double entry and costly data entry errors, all while maintaining the security and privacy of your vital financial information.

Interested in a FileMaker to QuickBooks integration? Check out our overview video on the FM Books Connector and FM Books Connector Online Edition. Whether you are running QuickBooks for desktop or QuickBooks Online you can reap the benefits of a FileMaker to QuickBooks integration. Now, with a new suite of FM Books Connector instructional videos and expanded compatibility, getting started with an integration is easier than ever.

Not a QuickBooks desktop user? Stay tuned for exciting news about our FM Books Connector Online Edition plug-in. Here’s a hint…it has something to do with Mac.

For more information on the FM Books Connector and to download a demo, please visit: www.fmbooksconnector.com or call 760-522-2874.

PDF Manipulator DC – Your secret weapon for integrating FileMaker with Adobe Acrobat

June 20th, 2016

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With the ways of the tech world going 64-bit, we’re pretty excited about our newest utility plug-in — PDF Manipulator DC Edition.

Are you a heavy PDF user? Check out our overview video to learn how this powerful plug-in can help your company operate more efficiently:
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This plug-in is compatible with:

Windows:
– Win 8/10
– FileMaker 14 and 15, 32-bit and 64-bit
– Adobe Acrobat DC

Mac:
– Mac OS X 10.10 / 10.11
– FileMaker 14, 32-bit and 64-bit
– FileMaker 15, 64-bit
– Adobe Acrobat DC

So what does it do and how is it different than the original PDF Manipulator plug-in?

First off, it has been fully redesigned for more efficient processing and optimized for 64-bit and Adobe Acrobat DC. Second, we have expanded the Mac plug-in’s capabilities to achieve parity with its Windows counterpart for enhanced consistency when doing cross-platform development.

Just like the original, this powerful plug-in provides a bidirectional data exchange between FileMaker® and Adobe® Acrobat Pro. It can:

– Insert or extract data between PDF form fields and FileMaker
Extract text content and metadata from a PDF document directly into your FileMaker solution, eliminating the need to hand key information
– Once the data is in FileMaker, you can search through a PDF’s content and determine what page of the document the searched content appears on
Combine and delete multiple PDF documents into a single PDF from within FileMaker Pro
Insert any number of PDF pages anywhere into an existing PDF document
Delete individual pages or a range of pages from a PDF
Browse for a document from inside FileMaker
Access, open, and save PDFs to file folders

We’re also very excited to announce that this plug-in’s release marks PCI’s transition from downloaded zipped files to installer packages. PDF Manipulator DC is the first of PCI’s plug-ins to feature an installer package for both Mac and Windows downloads, making it even easier to install, register, and uninstall the plug-in.

If you are a current PDF Manipulator customer and wish to upgrade to PDF Manipulator DC, you can do so at a 35% discount for the first year. There are no scripting rewrites needed to convert from PDF Manipulator to PDF Manipulator DC.

As always, we invite you to connect with us at sales@productivecomputing.com
or 760-510-1200.

123sync simplifies FileMaker to QuickBooks Integrations

June 1st, 2016

Depending on the complexity of your solution, creating a custom QuickBooks integration can be a lengthy and expensive process.

Productive Computing, Inc. and SolutionMakers, Inc. have teamed up to deliver to you the 123sync Accounting Integrator. 123sync offers you the ability to reap the benefits of a personalized integration with the convenience and confidence of a fixed price configuration package.

With the combined power of the FM Books Connector plug-in, the Productive Computing sales and support staff, and the guidance of a QuickBooks ProAdvisor*, 123sync ensures that your FileMaker solution is quickly integrated with the Intuit® QuickBooks application.

Check out the video below to learn more about 123sync, how it works, and the benefits of using it.

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Want to know if 123sync is right for your integration? Learn more about system requirements, key features, and what 123sync can push to your Quickbooks file.

*Our QuickBooks ProAdvisor will help you with the set up and integration of 123sync. Accounting consultations are offered for an additional fee.