Core2 CRM
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Core2 CRM is the worlds easiest and most flexible Customer Relationship Manager. Core2 CRM is the perfect multi-user, cross-platform solution for getting your company's data centralized, organized and secured.
Built using the award winning FileMaker Pro database engine, the Core2 CRM allows you and your entire company to intuitively manage all your company and individual contacts, letters, faxes, and Email correspondence history, group calendaring, employee task lists, letter and Email campaigns, notes, invoices and associated documents.
Why use Core2 CRM?
Centralized Rolodex of Contacts:
To have a single centralized rolodex of contacts that your entire organization can simultaneously access, share and update.
Complete Correspondence History:
To have a complete linear correspondence history for every contact from every employee to include faxes, letters, e-mails and notes from conversations.
Company Shared Calendar:
To have a calendar system that your entire organization can share, view and schedule client appointments, employee vacations, internal meetings and everything else you would put on a calendar. You can view calendars individually or overlap multiple calendars to find availability!
Centralized Task Management:
To have a centralized task management system that allows employees to assign and prioritize tasks to either themselves or to others.
Mail Campaigns:
To have an easy to maintain and distribute Email or letter campaign system.
Centralized Document Management:
To have a centralized document repository where any type of electronic document (i.e. Word, Excel, PowerPoint, PDF, Graphics, scanned documents, etc.) is organized and associated with their respective contacts.
Customer Invoice and Payment History (optional):
To have an easy-to-use and centralized invoicing system where employees can create and view invoices and payment history without giving those employees access to sensitive accounting information. Can be configured with an optional QuickBooks plug-in to facilitate pushing and pulling of data to and from QuickBooks.
Ability to Integrate with Outlook, QuickBooks and Address Book:
Push your contacts, calendar and tasks to Microsoft Outlook so you can take them with you on the road. Push your customer contact information to QuickBooks to eliminate double entry. Push you contacts to the Macintosh Address Book for integration with other Macintosh Applications. Additional integration with these applications can be customized.
Easily Customized:
The Core2 CRM is sold as an open source solution and is built on the award winning FileMaker Pro database technology. This combination allows you to add modules or features to Core2 CRM that are specific to your organization and also allows your program solution the capability to grow and change as your business dictates.
The license of this software is Free Trial Software, the price is $499.95, you can free download and get a free trial.

