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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
Stop sacrificing your nights and weekends to catch up on paperwork; instead, utilize JobFLEX's contractor estimate and invoice maker. By streamlining your processes, you'll find that you can save valuable time, generate more estimates, and ultimately close more sales, as JobFLEX’s contractor estimate app is designed to help you get paid more quickly. Consider taking a free trial of our online invoice maker or explore the Android app to experience the benefits firsthand. Whether you choose to use an invoicing app like JobFLEX or decide to download a customizable invoice template, make sure to include your business's contact details, logo, payment terms, and any late payment policies. Clearly communicating accepted payment methods upfront will aid in ensuring timely payments from clients. For instance, if you do not accept credit cards, informing the client in advance through the invoice can prevent any misunderstandings on the due date. It is essential to thoroughly complete your invoice template to enhance clarity and professionalism in your transactions. This comprehensive approach will not only facilitate smoother operations but also foster better client relationships.
API Access
Has API
API Access
Has API
Integrations
Claris FileMaker
QuickBooks Online
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$9 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
JobFLEX
Founded
2013
Country
United States
Website
www.job-flex.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Construction Estimating
Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis
