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Description
Develop relationship maps to gain a strategic advantage in the political landscape surrounding your transactions. Identify both supporters and resistance to determine where to allocate your efforts effectively. Document insights and outline the influence dynamics among key stakeholders. Consolidate and synchronize your contacts across both professional and personal devices to establish a comprehensive address book. Arrange this address book by organization and enable searching by job title. Identify and eliminate duplicate entries. Record significant information and observations in real time. Visualize your contacts within the organizational context they belong to, complete with hierarchical reporting lines. Emphasize various departments and business units. Seamlessly share your organizational charts with colleagues in just moments. Identify discrepancies within your address book data. Refresh job titles and company names to enhance your Contact Identification Score. Ensure your updated address book is synchronized across all your devices. Label key contacts strategically, including decision-makers, budget authorities, executive sponsors, and advocates, to optimize your networking approach. By taking these steps, you can significantly increase the effectiveness of your business relationships and improve your overall success in negotiations.
Description
Harnessing the capabilities of FileMaker's Workplace Innovation Platform, we have developed Core CRM Pro to oversee the critical elements of your business operations. Effortlessly integrate QuickBooks with your FileMaker CRM, streamlining your workflows by removing the need for redundant entry of contacts, vendors, and invoices. This adaptable CRM allows you to access your FileMaker data through an iPad or web browser, making it simple to update contacts, generate notes, and issue invoices efficiently. With Core CRM Pro, you're not just managing your data; you're enhancing productivity and improving overall business efficiency.
API Access
Has API
No
API Access
Has API
No
Integrations
Claris FileMaker
No
QuickBooks Online
No
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
ContactBase
Founded
2018
Country
United Kingdom
Website
www.contactbase.net
Vendor Details
Company Name
Productive Computing
Founded
1996
Country
United States
Website
www.productivecomputing.com/products/core-crm-pro-filemaker-crm/
Product Features
Contact Management
Activity Management
No
Appointment Management
No
Contact Database
No
Contact History
No
Contact Import/Export
Yes
Customer Pipeline
No
Email Marketing
No
Group Management
No
Interaction Tracking
No
Lead Management
No
Prospecting Tools
Yes
Sales Pipeline Management
No
Search / Filter
No
Segmentation
Yes
Shared Contacts
No
Social Media Integration
No
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No