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Average Ratings 0 Ratings

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ease
features
design
support

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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

When Rent Roll Pro is paired with QuickBooks Pro, it delivers comprehensive property management capabilities that rival those of much pricier alternatives, along with essential financial insights that are typically absent from other property management solutions. The latest version, 2.5, seamlessly integrates with QuickBooks Pro, allowing for the synchronization of customer, vendor, and invoice items; users can generate invoices for an entire property file with a single click, manage payments, produce statements, and create collection and income reports, as well as handle security deposits and refunds, application fees, and rental sales taxes. Additionally, it permits the entry of up to five historical rent adjustments and one scheduled rent escalation per tenant; notably, the Historical Rent Roll report, previously exclusive to NetPack, is now included in Rent Roll Pro. By taking charge of their property management, owners of apartments and other rental income properties have the potential to significantly enhance their net operating profit. This software not only streamlines operations but also empowers property owners with tools to maximize their financial return.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Claris FileMaker
QuickBooks Online

Integrations

Claris FileMaker
QuickBooks Online

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

Soft Green

Founded

1995

Country

United States

Website

www.softgreencorp.com/Rent%20Roll%20Pro.html

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

Real Estate Property Management

Billing & Invoicing
Commercial Properties
Contact Management
Credit Check
Expense Management
Insurance Management
Landlord Database
Late Fee Calculation
Lease Management
Maintenance Management
Owner Portal
Payment Processing
Portfolio Management
Rent Tracking
Residential Properties
Tax Management
Tenant Database
Tenant Portal
Vacancy Tracking
Website Management

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