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features
design
support

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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

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 

Screenshots View All

Screenshots View All

Integrations

Claris FileMaker Yes 
QuickBooks Online Yes 

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 

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