Core CRM Pro

  • Customizable FileMaker CRM

  • Organize contacts, leads & vendors

  • Generate sales estimates & invoices

  • Connect with QuickBooks Desktop & Online

  • Training available at Productive Computing University

Looking for a FileMaker CRM?

The Core CRM Pro is available for
$25/month per user or $1000 for a site license.

Contact us to learn more.
Call 760-510-1200 or enter your information. 

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Organize your Business in One Place

Using the power of  FileMaker’s Workplace Innovation Platform, we created the Core CRM Pro to manage the essential aspects of your company.

Integrate Your CRM with QuickBooks

Quickly connect QuickBooks with your FileMaker CRM and save time and energy by eliminating double entry of contacts, vendors, and invoices.

Go Mobile with a FileMaker CRM

A flexible CRM that lets you connect to your FileMaker data using an iPad or a browser to easily update contacts, generate notes, and create invoices.

Core CRM Pro

Core CRM Pro is a customizable and affordable Customer Relationship Management (CRM) system developed with a simplified design using the FileMaker® Workplace Innovation Platform.

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Core CRM Pro - FileMaker CRM

Why do you need the Core CRM Pro?

The Core CRM Pro is a streamlined Customer Relationship Management (CRM) solution built on a Workplace Innovation Platform known as FileMaker. This cloud-based solution was created to allow you and your team to keep all your key data in a centralized location.

Your clients and the relationships with those clients are important assets to your company. What you know about each client is essential to help retain and build upon these critical relationships. However, keeping track of contact information, invoices, important events, spreadsheets, and documents can be challenging. Having all of those details at your fingertips allows you to effectively assist your customers and gives you the opportunity to build a relationship with clients.

The Core CRM Pro subscription is hosted and available making it the perfect solution to get you started no matter where you are. Since it is built in FileMaker, you have the flexibility to use the software with the out-of-the-box functionality or have it easily customized. A FileMaker CRM allows you to create a solution that is tailor-made to fit your specific processes, can be streamlined to improve your workflow, and expanded over time as your business grows.

The Core CRM Pro FileMaker app gives you the option to quickly connect and update your customer and invoice data in your QuickBooks Desktop or QuickBooks Online accounting file.

With over 15 years of FileMaker CRM development experience and many versions of the Core CRM, we have done it all. From complex designs with many modules to the simple basics, we have created FileMaker apps that work for all sizes of business and many types of industries.

We created the Core CRM Pro as an off-the-shelf CRM tool that is easy to use, easy to customize, easy to share with your team, and easy to connect to your important financial data.  

Contacts

Organize customers, leads & vendors

The Core CRM Pro Contacts module allows you to maintain all your contact information for leads, customers, and vendors. Users can track related notes, create appointments and tasks, add or view documents, and link your customer’s estimates, and invoices.

Manage contact information for customers, leads, or vendors

Keep a history of notes for each contact

Maintain appointments and assign tasks to team members

Overview of related estimates and invoices

Quickly access all documents linked to your contact

Sales

Manage sales with estimates & invoices

The Core CRM Pro provides one central location for your invoicing needs. Quickly create estimates and invoices for your contacts and track the progress of sales as deals develop and easily link them to your customers. Generate PDF documents for each invoice and email with the click of a button. With QuickBooks integration, your accounting staff can easily push invoices to QuickBooks and pull payment information into FileMaker.

Create new or duplicate estimates and invoices

Link to related contacts

Track and update items and inventory

QuickBooks Integration

Keep your QuickBooks company file up-to-date*

The Core CRM Pro is pre-configured for integration with the option to connect to Intuit's® QuickBooks Desktop or QuickBooks Online accounting software. This eliminates duplicate data entry between FileMaker and QuickBooks and gives your team centralized knowledge about customers, invoices, and balances.

Add and update customer and vendor information

Transfer invoices from Core CRM Pro to QuickBooks

Import your QuickBooks items

Pull invoice balance information

Monitor the QuickBooks updates from the dashboard

*QuickBooks integration with Core CRM Pro requires either the FM Books Connector (for QuickBooks Desktop) or FM Books Connector Online (for QuickBooks Online ) plug-in - available for purchase separately. See the Additional Information section below for QuickBooks integration tips. As a Premier Intuit Reseller, QuickBooks licensing is available for purchase through Productive Computing at a discounted price.

Documents

Simplify & centralize your document storage

Using the innate security built into FileMaker, the Core CRM Pro provides you with reliable document storage. Your team can easily access the data and information they need. You can link documents, images, PDFs and more to your contacts and easily search with the use of tags, keywords, and descriptions.

Assign to related contacts, leads, or vendors

Upload, open, and view documents

Store URLs to your shared online documents

Calendar & Events

Create appointments & track tasks for your team

With the Core CRM Pro's robust calendar, you can create appointments, keep track of assigned tasks, and link everything back to a contact. Quickly look at the events for a single day, week or month with multiple calendar view options. Easily set filters to view events for a specific team member or the entire team.

Keep track of your team's schedule

Assign activities or tasks to your team and link to contacts

Set recurring events or duplicate appointments

View events in traditional day, month, and week calendar views or list view

Dashboard

Manage & analyze your Contacts, Sales & Events

Use the Dashboard to analyze various lists, graphs, and charts on contacts and sales. See an overview of your team’s appointments, tasks, and all sales transactions. If you are connected to QuickBooks, your team can use the Dashboard to perform batch pushes of contacts and invoices to your QuickBooks company file.

Quickly access lists of Contacts, Sales, and Events

View indicators to quickly determine when to update QuickBooks

Easily report on sales activity monthly, quarterly, annually, or a custom date range

Choose the best plan for your team

Core CRM Pro offers you a ready-to-use FileMaker app that is scalable depending upon the size of your team and needs.
Available as a subscription or a site license.

User Subscription

Our monthly subscription option is ideal for small teams with multiple users and/or accessing on mobile devices.¹

$25 (per month)

$270 (per year - save $30)

  • Subscription per user
  • Locked - customization available upon request
  • Access anywhere: desktop, web or iPad
  • FileMaker Pro license included
  • Hosting the Core CRM Pro included
  • Custom development only available through Productive Computing

Purchase

Site License

Our site license option is ideal for those who would like to customize Core CRM Pro for their specific needs.²

$1000 (one-time fee)

  • Unlimited users (no subscription required)
  • Unlocked - customization available
  • Access anywhere: desktop, web or iPad
  • FileMaker Pro licenses sold separately
  • Hosting sold separately
  • Customize the Core CRM Pro yourself or through Productive Computing

 

¹This is a SaaS (software as a service) product and requires an active subscription.  A credit card will be kept on file for automatic renewal and will be charged annually unless your subscription is canceled.
²Mobile access on a site license requires the Core CRM Pro to be hosted. Hosting services and FileMaker platform licenses are sold separately for site license purchases.

Need help getting started?

Visit our Help Center for FAQs, submit a question on our PCI FM Forums page, or view the free training course on at Productive Computing University.

We have tools available to help you and your team transition and learn the Core CRM Pro. We know that adopting new software can cause concerns about the time needed for training or the potentially steep learning curves. While we designed the system with an intuitive easy-to-use interface, we have also created a free one-hour training course that you can watch anytime to help you learn the basics and maximize all the features.

Learn more about FileMaker CRMs

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System Requirements

FileMaker® Pro 18

FileMaker Go 18

Windows® 8/10
Mac OS 10.13 - 10.14

If you are integrating Core CRM Pro with QuickBooks the following plug-ins are available for purchase:

As a Premier Intuit Reseller, QuickBooks licensing is available for purchase through Productive Computing at a discounted price. Contact us for details.

Version History

Version: 1.0.0.0 | Release Date: 07/23/2019 | PlatformWin and Mac

  • Initial release
  • Compatible with FileMaker 18 - FileMaker Pro Advanced, FileMaker Server 18, FileMaker Go 18 and FileMaker WebDirect.
  • Compatible with Windows 8/10
  • Compatible with Mac OS 10.13 - 10.14

Additional Information

Core CRM Pro Support

Productive Computing’s support staff works Monday through Friday, from 8:00 AM to 5:00 PM (Pacific Time) and are available during these hours to address questions and issues. Occasionally, you may need to leave a message and we'll accommodate your request the same business day or by the next business day.

QuickBooks Desktop or QuickBooks Online Integration 

If you would like to integrate the Core CRM Pro with your QuickBooks file, we recommend you designate one person to be responsible for updating QuickBooks.

This should be the person with access to your QuickBooks file and assigned to push contacts and invoices to QuickBooks and pull balances.

For QuickBooks Desktop integration, the user will need the FM Books Connector plug-in and QuickBooks installed on a Windows machine. If your office is running Macintosh machines, QuickBooks Desktop integration will require one instance of Windows and QuickBooks Desktop for Windows.

For QuickBooks Online integration, the user will need the FM Books Connector Online Edition plug-in and access to the QuickBooks Online file on a Windows or Mac machine.

If you need any clarification, please contact us at sales@productivecomputing.com.

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