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.
In the Contacts module you can also track related notes, maintain appointments and to dos, and link contacts to estimates, orders, invoices, and documents.
Sales: Create estimates, orders, and invoices for contacts and track your sales progress as deals develop.
Integrate with QuickBooks to easily push invoices to QuickBooks and pull invoice balance information back into the Core5 for your team to view.
Documents: Go paperless with secure document storage, link documents to related contacts and tag with keywords and descriptions.
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.
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.