sales@productivecomputing.com    760.510.1200
Core5 Starter Edition
Product
Customizable, Scalable,
and Affordable CRM
Core5 Starter Edition is a streamlined CRM solution for you and your small team. Maintain contacts, track sales, create to-do lists, and store documents from your desktop, laptop, or iPad. Quickly connects to your QuickBooks file to transfer contacts and invoices. An interactive dashboard helps you to easily view and track what's most important to your business.
Contacts

✓  Manage contact information

✓  Specify contact type such as lead, customer, or vendor

✓  Track notes for each contact

✓  Maintain a to-do list and assign to team members

✓  Overview of related estimates, orders, and invoices

✓  Keep a log of appointments

✓  Store and link related documents

Sales

✓  Create estimates, orders, and invoices

✓  Assign sales reps

✓  Link to related customers

✓  Update status of sales transactions

✓  Efficiently update your QuickBooks data

✓  Transfer customers, vendors, and invoices to QuickBooks

✓  Manage invoice balances

✓  Get started quickly by importing your QuickBooks contacts and items

✓  Keep contacts and invoices up-to-date with system indicators and dashboard overview

✓  Designed to use the power of the FM Books Connector plug-in for desktop or online

Documents

✓  Centralized document storage

✓  Link to related customers

✓  Easily open and view documents

Dashboard

✓  Overview of contacts by type

✓  Ability to filter and sort sales transactions by date, sales person, etc.

✓  List of incomplete tasks and pending appointments

Preferences

✓  Personalize your modules with company information and logo

✓  Add, edit, or deactivate user accounts

✓  Maintain items used for sales transactions

✓  Manage QuickBooks integration

System Requirements

•  Application: FileMaker® Pro 16

•  Windows® 8/10

•  Mac OS X 10.11 - 10.12*


•  QuickBooks Online Edition (Windows or Mac)

•  QuickBooks Desktop for Windows: US Versions: QuickBooks Pro, Premier/Accountant, Enterprise 2014 - 2017


    * Macintosh integration with QuickBooks desktop require one instance of Windows with QuickBooks for Windows and FileMaker for Windows (32-bit and 64-bit). If you intend to integrate with QuickBooks Online, you do not need a Windows instance.

Company »Our Difference »Contact

Productive Computing, Inc.
950 Boardwalk #205,
San Marcos, CA 92078
☎ 760.510.1200
✉ sales@productivecomputing.com


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