|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.|
|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 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.|
|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!|
|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.|
|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!|
|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||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.|
|Personalized Setup||Our team of experts work with you to provide seamless installation, setup and configuration..|
macOS 10.11 – 10.13
Application: FileMaker® Pro 16*
Plug-in specs may vary
* FileMaker Pro comes bundled with our Core4 subscription packages.