sales@productivecomputing.com    760.510.1200
Core4
Product
The Core of your
Business Information
Core4 CRM management software is customer relationship management at its best: end-to-end management of all customer touch-points and commitments, from external interactions with your customers to internal project management and task and time tracking, including work orders and invoicing. Robust reporting and an interactive dashboard help to easily view and track what's most important to you.
Overview
Features
Advantages
CRM Comparison
The Core4 CRM allows users to efficiently manage areas including contacts, calendars, tasks, document storage, correspondence, sales opportunities, estimates, work orders, invoices, payments, inventory, time tracking, projects, reports and dashboards. In addition, it is pre-programmed to exchange data with 3rd party applications such as Outlook for Windows, QuickBooks, Apple Address Book and iCal through the use of optional add-on FileMaker Pro plug-ins.
 
Core4 was built with a “your data anywhere” philosophy by providing users with access into the Core4 system through the use of a FileMaker Pro client, FileMaker Go on the iPad, or from a web browser.
 
Modules
Link company and individual Client/Customer/Contacts to invoices, estimates, orders, scheduling, etc. Customer Relationship Management Specifically designed to handle both individuals and organizations and their relationship to each other. This cross-linking functionality allows you to see everyone that is associated with an organization and their roles. Easily view the associated Opportunities, Estimates, Orders, Invoices, Projects, Activities, Timers, and Documents associated with any contact or organization.
Manage Sales Leads, Orders, Invoices, Purchase Orders (POs), Inventory, Invoicing, Payments Sales Opportunities, Estimates, Orders, and Invoices This flexible module allows you to track your sales process from initial contact through to invoiced customer. Sales opportunities can be linked to individuals, companies or both.
 
Quickly generate multiple related opportunities, estimates, orders and invoices from a single opportunity.
Purchase Orders Track all data for your P.O. process (vendor, customer, items, status, etc.).
Inventory Management Create and track inventory, including items, sub-items, reorder levels, quantity on hand, etc. Supports kits and inventory assemblies.
Invoicing and Payment Tracking Generate and send invoices; receive and track payments, including multiple payments across multiple invoices. Optionally interface invoice and payment data with QuickBooks using our FM Books Connector.
Communication, email, phone call, notes and document management Communication History and Campaign Management Track every contact with your prospects, customers, and employees: phone calls, emails, and meeting notes. Easily send email marketing campaigns and HTML e-communications using our Outlook Manipulator.
Document Management Secure document storage and checkout management means everyone has access to the information they need and no one can overwrite another user’s updates.
Calendar, activities, scheduling, reminders, task management, time tracking, etc. Calendars and Activities Individual and overlapped group calendars provide insight into one-off and repeating events or meetings. Easily assign activities to individuals or groups, with at-a-glance status views and automated reminders to keep everyone on track.
Project and Task Management with Time Tracking Our CRM project management software allows you to define projects, tasks, and roles; assign tasks to individuals or groups; and track time against projects for internal reporting or client invoicing.
Work Orders Create work orders and dispatch them to field technicians’ iPads; completed work is signed off electronically on-site. No more tracking paper documents and deciphering illegible handwriting!
Easy to use dashboard and reporting tools Dashboard Key performance indicators and graphs viewed at-a-glance for opportunities, estimates, orders, and invoices.
Reporting Copy the dashboard charts and graphs for a presentation or choose from an array of pre-formatted reports to communicate information to your teams.
Plug-ins available for Outlook for Windows, QuickBooks desktop for Windows, Apple Address Book and Apple iCal Data Exchange Depending on your needs, the Core4 CRM seamlessly exchanges information with Microsoft® Outlook for Windows, Intuit® QuickBooks desktop for Windows, Apple® iCal, and Apple Address Book.
More Details Get a detailed view of each Core4 module in our training videos!

Design
Remote access to your data from the field on a mobile device Web Access and iPad Optimized Conveniently access Core4 from any computer with a web browser.
 
This solution has been optimized to run on the free FileMaker® Go app for iPad with additional functionality added for technicians who fulfill work orders in the field.
WAN Optimized Access your data more efficiently with increased speed across your Wide Area Network.
Multi-Platform Support Whether you need PC or Mac CRM software, Core4 works seamlessly in all platforms, including iPads for technicians and project teams or sales reps at remote locations.
Customize and expand to fit your business Customize and Expand Using Productive Computing’s development services, you can customize and expand modules and features within the Core4 user interface. Adjust and adapt to the growing workflow and project demands.
Easy to install, our support team gives free support to install, set up, and configure your software Personalized Setup Our team of experts work with you to provide seamless installation, setup and configuration..
Core4 Client Relationship Manager works on Windows or Mac System Requirements Windows® 7/8/10
macOS 10.11 – 10.13
Application: FileMaker® Pro 16*
Plug-in specs may vary
* FileMaker Pro comes bundled with our Core4 subscription packages.
Schedule Now Schedule a Demo
Let us give you a personalized, no-pressure, live demo of the Core4 and discuss how it can work best for you.
Company »Our Difference »Contact

Productive Computing, Inc.
950 Boardwalk #205,
San Marcos, CA 92078
☎ 760.510.1200
✉ sales@productivecomputing.com