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Business / Other Tools / Core4 CRM for Mac 1.0
Core4 CRM for Mac 1.0
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Core4 CRM for Mac 1.0 Description
The Core4 CRM for Mac is a strikingly efficient customer relationship management system that offers organizations shared user access and control over critical business data.
The Core4 CRM for Mac is a strikingly efficient customer relationship management system that offers organizations shared user access and control over critical business data. Users are able 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 preprogrammed to exchange data with 3rd party applications such as Outlook, QuickBooks, Apple Address Book, iCal, PayPal and Authorize.net through the use of optional add-on FileMaker Pro plug-ins.
Core4 was built with a OCtyour data anywhereOCL philosophy by providing users with access into the Core4 system through the use of a FileMaker Pro 12 client, FileMaker Go on the iPad, or from a web browser. Using techniques now available in FileMaker Pro 12, Core4 has been heavily optimized for access across a Wide Area Network and the web.
Built using the award winning FileMaker Pro cross-platform database engine, Core4 is also one of the few CRM solutions that will work on both Apple and Windows computers so that everyone in your organization can access a single solution no matter what platform they deploy.
KEY FEATURES:
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.
Web Access and iPad Optimized:
Conveniently access Core4 from a web browser. This solution has been optimized to run on the free FileMakerT« Go app for iPad with additional functionality added for technicians who fulfill work orders in the field.
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.
Flexible Deployment and Pricing:
Core4 is a full featured FileMaker CRM solution offered under a Software as a Service subscription model. Customers have the choice to make a traditional one-time purchase to run it on their own server, on one of PCIOCOs hosting servers, or purchase a subscription to the software OCtin the cloudOCL for a monthly per user fee.
Work Orders:
Send digital work orders to technicians in the field using FileMaker Go on an iPad. While onsite, technicians can easily update work order information and digitally capture signatures confirming completed work.
Correspondence History and Campaigns:
Have a complete correspondence history for every contact and every employee for all faxes, calls, letters, e-mails and notes from conversations. Use pre formatted templates for e-mails, letters and faxes. Send bulk HTML e-mail and mail merge letter campaigns.
OS: Mac Os X
System Requirements: FileMakerT« Pro 12
User Reviews of Core4 CRM for Mac
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Core3 Demo 3.0 The Core3 CRM allows you and your entire company to intuitively manage all your company and individual contacts, letters, faxes and e-mail correspondence history, group calendaring, employee task lists, marketing e-mail or letter campaigns, notes and.. Download
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Core2 Invoices 1.0.1.0 Core2 Invoices is a software solution that will help you easily generate invoices and manage them along with the related payments... Download
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FM Books Connector 5.0.1.1 If you want to eliminate double entry by exchanging data between FileMaker Pro and QuickBooks then this is the plug-in for you. By using the plug-in you can save time and energy by eliminating double entry of contacts, invoices or sales transactions... Download
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Outlook Manipulator 5.0.2.3 The Outlook Manipulator plug-in allows FileMaker Pro to exchange data with Microsoft Outlook Contacts, Calendar, Tasks, Mail, Notes and Journal for the "userOCOs" default folder, public and shared folders within the Exchange Environment... Download
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Exchange Manipulator 3.0.0.9 The Exchange Manipulator plug-in for has all the same features as the Outlook Manipulator plug-in but this version also gives FileMaker Pro the added power to communicate with any Exchange mailbox... Download