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Core2 CRM

Core2 CRM - 1.0.6.2

for FileMaker: manage contacts, calendars, tasks, correspondence...

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This Version: Not rated (0.0)
Current Version: 1.0.6.2
Release Date: 2008-03-24
License: Update
Downloads (this version): 625
Downloads (all versions): 2,497
Price: $499.95

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Product Description:

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.

What's new in this version:

  • Set the gInitialze field to a number type field.
  • Adjust calendar and contacts overall window size to match.
  • Layout adjustments on main layout. Allow for sliding of objects under all tabs where appropriate.
  • Add Country to the Address Out Wide field and Address field in preferences.
  • Adjust the Address Out Wide calc to not display commas between address element that are empty.
  • Modify the "address out wide" field to include the type of address to better identify addresses to use in the drop down.
  • Add Country to the home record preferences calculations that affect most print layouts.
  • Add the "Send Link" menu command for those with FileMaker 9 to send a link to the system as a URL.
  • Added a feature to "Remove multiple" mailing list options.
  • Modified the general tab layout. Stretched out the last name field. added field gMailingListLink as global text New Relationship.
  • Modify the "address out wide" field to include the type of address to better identify addresses to use in the drop down.
  • Determine if the calendar has been initialized when navigating to it from contacts. This preserves the last calendar window size specified.
  • Adjust tool tip text under the contacts button with the correct message.

Operating System Requirements:

This product is designed to run on the following operating systems:

  • Mac OS X 10.5 Intel
  • Mac OS X 10.5 PPC
  • Mac OS X 10.4 Intel
  • Mac OS X 10.4 PPC
  • Mac OS X 10.3.9

Additional Requirements:

  • Macintosh OS:
    PowerPC processor requires Mac OS X 10.3.9 (Panther) or 10.4.5 (Tiger), or
    Intel processor requires Mac OS X 10.4.5 or newer
  • FileMaker Pro:
    FileMaker Pro 8.0v3 or newer

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