Core CRM Pro
Core CRM Pro is a customizable CRM solution built on the Claris FileMaker platform, designed to streamline business operations. It integrates seamlessly with QuickBooks for efficient data management, allowing users to update contacts, generate invoices, and track interactions from any device. The template is available for free download, enabling tailored adjustments to meet specific business needs.
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Top Core CRM Pro Features
- Customizable and scalable CRM
- QuickBooks integration
- Mobile access via iPad
- Centralized data management
- Streamlined invoicing process
- Document storage and linking
- Flexible workflow automation
- Robust calendar functionality
- Task and appointment tracking
- Pre-configured application integrations
- Intuitive user interface
- Sales transaction monitoring
- Real-time data updates
- Customized reporting dashboards
- Multi-team collaboration features
- Easy plugin integration
- Biometric security options
- User-friendly design
- History tracking for contacts
- Document search with tags.
