Core2 CRM

Core2 CRM is the easiest and most flexible Customer Relationship Manager. A perfect multi-user, cross-platform solution for getting your company's data centralized, organized and secured.

Now your entire company can manage all your company and individual contacts, letters, faxes, e-mail correspondence history, group calendaring, employee task lists, letter and e-mail campaigns, notes and associated documents.

With the Core CRM you are able to manage:

• CONTACTS: Specifically design to handle both individuals and organizations
• CALENDAR: Handles both individual and overlapped group calendars
• TASKS: Create, assign, prioritize, and view all tasks for you, employees and contacts
• CORRESPONDENCE HISTORY: Centrally track, create and manage staff communications (Letters/Faxes/E-mail) to customers and vendors
• NOTES: Create, view and manage all notes plus link to contact records for notable phone conversations or meeting minutes
• EMAIL/CAMPAIGNS: Create and track e-mail and letter campaigns using templates
• DOCUMENTS: organize and manage your customer and vendor files and documents Option to store the files inside the database or reference the files on a file server
• DATA EXCHANGE: designed to exchange data with Outlook, Entourage, QuickBooks and Mac Address Book.

Core Invoices - Optional Module

• Creates, tracks, manages invoices, payment history, reports, graphs
• Ready to integrate with QuickBooks

What is new in this release:

Requirements:

FileMaker Pro 8.0v3, 9, 10, 11

Limitations:

This demo is a locked runtime solution and does not require FileMaker to test. You are limited to 20 contacts and 50 activities. Should you want a more in-depth view please complete our Request for Quote form so that a representative can show you how the Core2 CRM can be customized to fit your specific needs. Plug-ins for Outlook, QuickBooks, Entourage, Apple's Address Book and iCal integration sold separately.