Productive Computing Press Releases
Core5 Starter Edition CRM is Now Compatible with Server-Side FM Books Connector Online Plug-in
San Diego, CA - May 31, 2017 - Productive Computing, Inc., a Platinum member of the FileMaker® Business Alliance, is proud to announce that their Core5 Starter Edition CRM is now compatible with the FM Books Connector Online Edition server-side plug-in. Enabling the Core5's QuickBooks Online functionality with this server-side plug-in allows users to push and pull contacts, invoices and payment information on a Windows or Mac computer and from any iOS device.
The Core5 Starter Edition is a streamlined CRM solution for individuals and teams that maintains contact information, tracks sales, creates tasks lists and stores documents. With access from desktop, laptop or iOS device, users always have the information they need at their fingertips. Teams can work collaboratively and share information whether in the office, on the road or working from home.
The Core5 Starter Edition is preconfigured to connect with QuickBooks Desktop or QuickBooks Online. Using the FM Books Connector or FM Books Connector Online Edition plug-in, the Core5 Starter Edition can transfer contacts and invoices to QuickBooks and pull payment information. Its interactive dashboard helps managers easily track estimates, orders, and invoices and view task lists and pending appointments.
"We've been really pleased with the success of our Core5 Starter Edition solution and we feel that this expanded compatibility will make it even more attractive to users. This new server-side compatibility allows users to go truly mobile. By utilizing a server-side plug-in to handle the processing, Core5 users have the ability to send data back and forth to QuickBooks Online without having a plug-in installed on their desktop or iOS device." Keith Larochelle, Chief Financial Officer, Productive Computing, Inc.
The Core5 Starter Edition CRM was created to be a quick, simple and very affordable solution for customers who are new to the FileMaker Pro platform or for existing customers who are considering a rebuild of their existing database, to start with a fully functioning CRM system that also includes a built-in QuickBooks integration.
This solution is equipped to manage and track the following business aspects:
Contacts: The Contacts module maintains all contact information for leads, customers and vendors. Users can track related notes, create appointments and tasks, add documents and link contacts to estimates, orders and invoices.
Sales: The Sales module allows users to create estimates, orders and invoices for contacts. With a QuickBooks integration, the bookkeeper can easily push invoices to QuickBooks and pull payment information into the Core5.
Documents: The Documents module provides secure document storage. Users can link documents to related contacts and tag with keywords and descriptions for easy searchability.
Dashboard: The Dashboard module provides sales charts, customer overview graphs, and lists of contacts, tasks and appointments, as well as all sales transactions to analyze company performance. The bookkeeper can use the Dashboard to push and pull multiple records at once between Core5 and QuickBooks.
There are three license options for the Core5 Starter Edition:
1. Free Core5 Desktop - single desktop machine, one user, no customization available, not compatible with server-side plug-in
2. Core5 SaaS - hosted, multi-user access, remote access, customizable, includes all necessary FileMaker licensing
3. Core5 Site License - fully unlocked, ability to host for mobile and multi-user access, customizable
The FM Books Connector Online Edition server-side plug-in is available for $450/ year and can be purchased along with a Core5 Starter Edition SaaS or Site license. Contact us to buy FM Books Connector Online server-side with the Core5 Starter Edition at firstname.lastname@example.org or 760-510-1200.
Please visit www.core5crm.com for product details, system requirements and pricing. View our blog post "Setting up your Core5 Starter Edition with QuickBooks Online" for instructions on setting up the server-side plug-in.
About Productive Computing, Inc.
Since 1996, Productive Computing, Inc. has been helping its customers become more efficient and profitable by implementing custom software solutions using FileMaker Pro.
Their certified FileMaker developers can create custom applications that a business can run on their Windows or Macintosh desktop computers, in a web browser and on an iOS device. Productive Computing, Inc. offers FileMaker solutions and plug-ins allows developers to integrate with third-party software. In addition, Productive Computing, Inc. is a full-service FileMaker hosting company, offering shared and dedicated hosting plans and FileMaker Cloud services.
Productive Computing, Inc. is proud to be a Platinum level member within the FileMaker Business Alliance and a Premier Intuit Reseller.