Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
We have utilized the FileMaker Platform to develop the REDI Office application for iPad. With this app, you can connect to the REDI Office from the hosted server. Keep informed about your practice's activities and make sure that time tracking, billing, and daily operations are up to date. The look and feel of the interface and navigation remain consistent, so there's no need to spend time on learning curves—just jump right in! You can arrange meetings, set up tasks, and have them instantly added to the Practice Schedule while also sending out reminders to all participants. Additionally, you can create and monitor notes pertaining to the file's development, capturing essential events and conversations as they occur. Furthermore, there is a shared document repository designed to meet all of your practice's document management requirements, ensuring everything is organized and easily accessible. This comprehensive solution streamlines administrative duties, allowing you to focus more on your clients and less on paperwork.
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
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
REDI Analysis
Founded
1997
Country
Canada
Website
www.redianalysis.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
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting