01. Overview [2:00]

Description: This video provides an overview of the Core4 CRM for FileMaker Pro 13.


Understanding your customers and how you can help them is central to the success of your business. That’s why you keep data about your customers before they’re even your customers. You track your interactions through the sales process, your estimates, their orders, hours logged on their projects, the invoices you’ve sent, and the payments they’ve made. Not to mention all of your correspondence, documents, tasks, appointments and reports.

0:25 But often keeping track of your customers isn’t the real challenge, keeping track of all of your data… now that’s the trick. Are there nuggets of priceless information getting lost between servers of spreadsheets, documents on your laptop, and applications in the cloud?

0:33 Core4 Customer Relationship Management helps you Get Organized by bringing all of that information together into one convenient place, and is accessible by you and your team wherever, whenever. It tracks all of the information you care about and brings it together in a way that reveals your customers’ entire experience, making it easier for you to identify needs and opportunities that can help you grow.

1:02 Other CRM software offer one-size-fits-all solutions. Core4 was designed to be scalable and flexible so it can be tailored to meet your business’ specific needs. At the same time it comes fully equipped with built in features that make it usable right away. It also has the ability to integrate with popular 3rd party applications like QuickBooks and Outlook, streamlining your workflow in the cloud. Core4 will give an edge allowing you to Leap Ahead of your competition.

1:30 Finally there’s a system that will fit your needs, and organize all of your information into one place. With Core4’s personalized service, training and ongoing support you will Be Confident in your system, and that you understand your customers. Let Core4 help automate your business operations to make sure your customers are taken care of and watch your business to grow.

Core4, strengthen your core with ours.