Core2 CRM - 1.0.6.9

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.

Core² Invoices - Optional Module

Tracks customer invoice and payment history and is completely integrated with QuickBooks.

Create and track customer invoices.

Create and track customer payment history (supports multiple payments across multiple invoices).

Send invoices via mail, e-mail or print to PDF.

Includes aging reports, sales reports, customer balance reports and graphs.

Optional integration with QuickBooks.

Optional QuickBooks Integration:

The Core2 Invoices module has been pre-programmed to be tightly integrated with QuickBooks using the FM Books Connector plug-in.

Push button maintenance process assists you in importing and refreshing your customer list, invoice history, payment history, chart of accounts, payment methods, sales reps, payment terms, shipping methods, customer messages, and invoice items.

Easy, one button "push to QuickBooks" for invoices.

Easy, one button "push to QuickBooks" for payments.

Smart QuickBooks logic identifies which transactions are already in QuickBooks vs. ones that are not.

"View in QB" buttons distributed throughout Invoices module for viewing of invoices, payments, customers, and items within QuickBooks.

Additional integration can be customized.