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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

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Format:SoftwareSize:33,198 KB
Date:May 2009Version:1.1.0.3
License:Free to tryPrice:$499.95
Limitations:Demo available!
Platform:Mac
System Req:FileMaker Pro: FileMaker Pro 8.0v3 or newer
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