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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
RoofIT is a comprehensive CRM software specifically tailored for roofing businesses, enabling them to maintain organization, connectivity, and profitability by consolidating all aspects of their operations into a single, user-friendly platform that the entire team can easily adopt. This software streamlines job management, allowing users to oversee projects from initial lead through to final completion, featuring automated workflows that facilitate scheduling, task updates, and seamless communication between office personnel and field teams. With the capability to generate real-time reports, RoofIT provides insights into performance, revenue, and productivity through live data, enhancing both team collaboration and customer interactions by allowing for immediate sharing of updates, photos, and notes, thus preventing scattered messages and overlooked details. Furthermore, the software integrates built-in accounting features with QuickBooks Online to eliminate the need for duplicate entry of estimates, invoices, and expenses, while also offering supplier integrations that enable effortless ordering of materials from partners like ABC Supply and SRS Distribution, complete with live pricing and delivery tracking directly accessible within your job files. This makes RoofIT not just a tool, but a vital partner in optimizing your roofing business operations.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$349 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
RoofIT
Country
United States
Website
roofitsolutions.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
Roofing
Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management