Core2 CRM

Core2 CRM Software               version 1.1.3.0

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Request a Quote or call us Today at 760.510.1200

Allows you and your entire company to intuitively manage all your company and individual contacts, letters, faxes and e-mail correspondence history, group calendaring, employee task lists, marketing e-mail or letter campaigns, notes and associated documents.

Core2 CRM
KEY FEATURES:


Contacts:
Specifically designed to handle both individuals and organizations and their relationship to each other. Cross-link multiple individuals to an organization/company or multiple companies to an individual and much more.


Correspondence History:
Have a complete correspondence history for every contact and every employee for all faxes, letters, e-mails and notes from conversations.


Calendar:
Specifically designed to handle individual and overlapped group calendars. You can display event data in traditional Day, Week and Month views, create individual or repeated events and link events to contact records.


Tasks:
Manage tasks for yourself or assign them to others. Prioritize tasks by number and color, view all tasks for each employee or view all tasks for each client for all employees.


Documents:
Have a centralized repository for your documents so anyone can see and access any documents associated with a respective contact.


Data Exchange:
Specifically designed to exchange data with either Microsoft Outlook® or Entourage®, QuickBooks® and Apple's® Address Book and iCal. Although the Core2 CRM is preprogrammed to exchange data with these 3rd party applications you will need to purchase the plug-ins separately.


Download demo now WindowsMacintosh

System Requirements

Application: WindowsMacintoshFileMaker® Pro 8.0v3 thru 11

Platfom: Windows® XP/VISTA/7
Mac OS X 10.4.11-10.6


Pricing

Core2 CRM Site: $499.95

Site + 1 FileMaker Pro License: $784.00

Site + 5 FileMaker Pro License + Maintenance: $1,853.70

Site + 5 FileMaker Pro Licenses + 1 FileMaker Server + Maintenance: $2,636.50

Site + 10 FileMaker Pro Licenses + 1 FileMaker Server + Maintenance: $3,824.00

Core2 Invoices Module: $499.95

Core2 CRM with Invoices: $999.95

1 Hour Training Online or Classroom for up to 5 people: $99.00

Installation Support (See Solution Support Spec): $499.00

FileMaker Pro - Single User ** Pricing is ONLY valid if you purchase Core2 CRM.: $284.05

Plug-in Information

Plug-ins for Outlook, QuickBooks, Entourage, Apple's Address Book and iCal integration sold separately.

Demo Limitations

Please Note 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.

What People
are Saying

"Now that I have done the research and looked at numerous products, I definitely want to go with Core as I feel it will meet my needs, and I have the best gut feeling about you actually wanting to help me and my business as opposed to putting all your effort into making a sale of any kind."

"Wow, I'm blown away. I got your announcement this morning and have spent the last 3 hours watching all your training videos. You guys have really nailed this application."

"You are amazing. Everyone around here is singing your praises. Thanks a million for your creative solution."

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