Multi-user, cross-platform CRM solution to centralize your data.

Welcome to the Core2 CRM solution page. This CRM solution 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. It is one of the few CRM solutions that will work on both Apple and Windows machines so that everyone in your organization can access a single solution no matter what system they are using.

In addition to this solution there is a complete invoicing and payment module that can be purchased with the Core2 CRM solution or purchased separately to add on to any FileMaker® Pro database system. The Core2 Invoices is completely preprogrammed to be tightly integrated with QuickBooks® using our FM Books connector plug-in (purchase separately). This solution just like the Core2 CRM is 100% customizable so you can modify it to fit your specific business needs.

For your convenience the demo file contains both solutions so you can determine if the complete solution is best for your needs.

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, Intuit® QuickBooks, Apple® 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.


SUBSCRIPTIONS:

Subscribers will be given remote access and thus benefit from having all data "in the cloud." The following products are available on a month-to-month subscription or Software as a Service (SaaS)* basis.


Core2 CRM:
This multi-user, cross-platform CRM solution is now available as a subscription or Software as a Service (SaaS).


Core2 CRM with Invoices:
This complete invoicing and payment module is now available as a subscription or Software as a Service (SaaS).


FileMaker Pro:
FileMaker Pro subscription requires a commitment of at least 1 year to a Software as a Service (SaaS).


* FREE 30 day trial of any Software as a Service (SaaS). Please contact our Sales Department for more information.

Download demo now WindowsMacintosh

System Requirements

Application: WindowsMacintoshFileMaker® Pro 8.0v3 - 13
(Please see individual FileMaker requirements for that version)

Plug-in specs may vary

Platform: Windows® XP/VISTA/7/8
Mac OS X 10.6-10.9


Version: 1.1.4.0


Pricing

Core2 CRM Site: $499.95

Core2 Invoices Module: $499.95

Site + 1 FileMaker Pro License: $820.73

Site + 5 FileMaker Pro License + Maintenance: $2,079.45

Site + 5 FileMaker Pro Licenses + 1 FileMaker Server + Maintenance: $3,097.35

Site + 10 FileMaker Pro Licenses + 1 FileMaker Server + Maintenance: $4,676.85

FileMaker Pro - Single User: $320.78

Core2 CRM Subscription - Single User - Per Month Price: $10.00

Core2 CRM w/ Invoices Subscription - Single User - Per Month Price: $20.00

FileMaker Pro Subscription - Single User - Per Month Price: $15.00

Plug-in Information

Plug-ins for Outlook, QuickBooks, 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.

  • Version History

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