Core2 CRM - 1.0.6.2

Core2 CRM is the worlds easiest and most flexible Customer Relationship Manager. Core2 CRM is the perfect multi-user, cross-platform solution for getting your company's data centralized, organized and secured.

Built using the award winning FileMaker Pro 8 database engine, the Core2 CRM allows you and your entire company to intuitively manage all your company and individual contacts, letters, faxes, e-mail correspondence history, group calendaring, employee task lists, letter and e-mail campaigns, notes and associated documents.

With the Core2CRM you are able to manage:

Core2 CRM - Contacts:
Specifically design to handle both individuals and organizations and their relationship to each other.

• Manage organization/company contacts along with an unlimited number of related individuals.
• Cross-link multiple individuals to an organization/company or multiple companies to an individual.
• Manage an unlimited number of phone, fax and mobile numbers along with E-mail and website addresses per individual.
• Manage an unlimited number of addresses for each organization/company or individual.
• Auto-create "Google Map" driving directions to, from or between any address.
• Categorize and find contacts by category, status, keywords or general comments.
• Option to push contacts into Microsoft Outlook, QuickBooks, and Macintosh Address Book.

Core2 CRM - Calendar:
Specifically design to handle individual and overlapped group calendars.

• Manage individual calendars to schedule appointments for employees, meeting rooms, trucks or individual pieces of equipment.
• Overlap individual calendars to view teams or groups to show availability and event density.
• Display event data in traditional Day, Week and Month views.
• Manage an unlimited number of addresses for each organization/company or individual.
• Create individual or repeated events and link to contact records.
• Assign each event a custom category with its own unique color and text style.
• Option to push calendar events to Microsoft Outlook for pop-up reminders and mobile travel.

Core2 CRM - Tasks:

• Assign tasks to yourself or an employee with an option to specify a contact the task is for.
• Prioritize tasks by number and color.
• View all tasks for each employee or view all tasks for each client for all employees.
• Option to push tasks to Microsoft Outlook for pop-up reminders and mobile travel.

Core2 CRM - Correspondence History:
Tracks 100% of your staff communications to customers and vendors in one centrally located system.

Letters/Faxes/E-mail:

• Create and link letters, faxes and e-mail correspondence to contact records.
• Create and track e-mail and letter campaigns using mail merged templates.
• Create frequently sent correspondence responses from mail merged templates.
• Option to pull filtered e-mail from Microsoft Outlook.

Core2 CRM - Notes:

• Create date/time stamped notes that can be linked to contact records for notable phone conversations or meeting minutes.

Core2 CRM - Documents:
Document management to keep your customer and vendor files organized.

• Link an unlimited number of data files to any contact.
• Supports every application file format you have on your computer.
• Option to store the files inside the database or reference the files on a file server.
• Catalog files by title, description, number of pages and type.

Core2 CRM - Data Exchange:
Specifically designed to exchange data with Microsoft Outlook, QuickBooks and the Macintosh OSX Address Book.

• Push selected Core2 Contacts to Outlook.
• Push selected Core2 Calendar Events to Outlook.
• Push selected Core2 Tasks to Outlook.
• Push selected Core2 pop-up reminders/alerts to Outlook.
• Pull selected Outlook e-mail into Core2 Correspondence Activities Portal.
• Push selected Core2 Contacts to QuickBooks.
• Push selected Core2 Contacts to Address Book.
• Additional integration with these applications can be customized.