Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
We have utilized the FileMaker Platform to develop the REDI Office application for iPad. With this app, you can connect to the REDI Office from the hosted server. Keep informed about your practice's activities and make sure that time tracking, billing, and daily operations are up to date. The look and feel of the interface and navigation remain consistent, so there's no need to spend time on learning curves—just jump right in! You can arrange meetings, set up tasks, and have them instantly added to the Practice Schedule while also sending out reminders to all participants. Additionally, you can create and monitor notes pertaining to the file's development, capturing essential events and conversations as they occur. Furthermore, there is a shared document repository designed to meet all of your practice's document management requirements, ensuring everything is organized and easily accessible. This comprehensive solution streamlines administrative duties, allowing you to focus more on your clients and less on paperwork.
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
Yes
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)
No
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
REDI Analysis
Founded
1997
Country
Canada
Website
www.redianalysis.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
Law Practice Management
Billing & Invoicing
Yes
CRM
Yes
Calendar Management
Yes
Client Portal
No
Conflict Management
Yes
Contract Management
No
Document Management
Yes
Email Management
No
Legal Case Management
Yes
Task Management
No
Time Tracking
Yes
Trust Accounting
No
Legal Case Management
Billing Management
Yes
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
No
Conflict Management
Yes
Corporations
No
Court Management
Yes
Discovery Management
Yes
Docket Management
Yes
Document Management
Yes
Expense Tracking
Yes
Government
Yes
Law Firms
No
Records Management
Yes
Task Management
No
Time Tracking
Yes
Trust Accounting
No