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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
When Rent Roll Pro is paired with QuickBooks Pro, it delivers comprehensive property management capabilities that rival those of much pricier alternatives, along with essential financial insights that are typically absent from other property management solutions. The latest version, 2.5, seamlessly integrates with QuickBooks Pro, allowing for the synchronization of customer, vendor, and invoice items; users can generate invoices for an entire property file with a single click, manage payments, produce statements, and create collection and income reports, as well as handle security deposits and refunds, application fees, and rental sales taxes. Additionally, it permits the entry of up to five historical rent adjustments and one scheduled rent escalation per tenant; notably, the Historical Rent Roll report, previously exclusive to NetPack, is now included in Rent Roll Pro. By taking charge of their property management, owners of apartments and other rental income properties have the potential to significantly enhance their net operating profit. This software not only streamlines operations but also empowers property owners with tools to maximize their financial return.
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
No
Pricing Details
No price information available.
Free Trial
No
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
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
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
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
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
Soft Green
Founded
1995
Country
United States
Website
www.softgreencorp.com/Rent%20Roll%20Pro.html
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
Real Estate Property Management
Billing & Invoicing
Yes
Commercial Properties
No
Contact Management
Yes
Credit Check
No
Expense Management
No
Insurance Management
No
Landlord Database
Yes
Late Fee Calculation
Yes
Lease Management
Yes
Maintenance Management
Yes
Owner Portal
No
Payment Processing
No
Portfolio Management
No
Rent Tracking
Yes
Residential Properties
No
Tax Management
No
Tenant Database
Yes
Tenant Portal
No
Vacancy Tracking
Yes
Website Management
No
