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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

FunnelMaker provides a comprehensive suite of CRM and marketing software tools accessible through a single login, ensuring that all team members are in sync. By automatically transcribing all conversations, it allows your sales team to concentrate on strategic planning instead of note-taking. There are no hidden costs for additional features, as both workflow and marketing automation are included in the package. With functionalities like ticketing, project management, and website alerts, FunnelMaker empowers organizations to effectively pursue their business objectives. Many business owners express dissatisfaction, stating that the notes recorded in their CRM and marketing software often lack value. The platform's click-to-dial feature not only records but also transcribes every conversation, whether inbound or outbound, enhancing communication efficiency within your team. This innovative approach ensures that vital information is preserved and readily accessible for future reference.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Claris FileMaker Yes 
Microsoft Outlook No 
Olark No 
PayPal No 
QuickBooks Online Advanced No 
Salesforce Agentforce Service No 
WordPress No 

Integrations

QuickBooks Online Yes 
Claris FileMaker No 
Microsoft Outlook Yes 
Olark Yes 
PayPal Yes 
QuickBooks Online Advanced Yes 
Salesforce Agentforce Service Yes 
WordPress Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$149 per month
Free Trial Yes 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Productive Computing

Founded

1996

Country

United States

Website

www.productivecomputing.com/products/core-crm-pro-filemaker-crm/

Vendor Details

Company Name

FunnelMaker

Founded

2008

Country

United States

Website

www.funnelmaker.com

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 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access No 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking No 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms No 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing Yes 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking Yes 

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