sales@productivecomputing.com    760.510.1200
Core4
Product
The Core of your
Business Information
Core4 CRM management software is customer relationship management at its best: end-to-end management of all customer touch-points and commitments, from external interactions with your customers to internal project management and task and time tracking, including work orders and invoicing. Robust reporting and an interactive dashboard help to easily view and track what's most important to you.
Overview
Features
Advantages
CRM Comparison
Item/Feature Core4 reviews, comparison to Act!, Salesforce, DayLite Salesforce Act! DayLite
Contact Management
Create and track history of notes, events, tasks, emails, calls, timers
Link contacts to other contacts, companies, and organizations
Generate groups and unlimited keyword tags
Create mail merge templates for email campaigns
Print envelopes and labels
Export to Excel, Tab, CSV or Vcard
Batch import from Excel, CSV, Tab, DBF, XML, and FileMaker
Time stamped audit history of contact record creation and modification  
Attach documents to contacts  
Map contact address with Google maps including driving directions  
Duplicate checking and the ability to merge records  
Designate private records  
Sales Opportunities
Track opportunity details, value, close dates, sales reps, departments, and categories
Track stages, probability and days open
Associate contacts and companies with each sales opportunity
Generate instant estimates from opportunities  
Create history of notes, events, tasks, emails, calls for opportunities    
Estimates   
Create line itemized estimates   
Duplicate previous estimates including revision history   
Create orders and invoices directly from estimates    
Send estimates via email   
Track stages and related sales opportunities   
Orders   
Create line itemized orders   
Duplicate previous orders   
Create invoices directly from orders    
Send orders via email   
Track stages and related sales opportunities and estimates   
Assign orders to technicians including remote access and signature capture    
Invoicing     
Create line itemized invoices    
Receive payments    
Send invoices via email    
Void and duplicate previous invoices    
Track stages and related opportunities, estimates, and orders    
Purchase Orders    
Create line itemized purchase orders    
Receive items    
Send purchase orders via email    
Void and duplicate previous purchase orders    
Track status, multiple receipts and attachments    
Inventory Items   
Track inventory types - inventory, non-inventory, service   
Set item sales price, category, description, sku   
Manually adjust inventory quantities   
Track related estimates, orders, invoices, purchases, and adjustment logs     
Create inventory assembly items based on bill of materials with build history     
Location tracking     
Physical inventory count report interface via iPad     
Project Management / Customer Support Module  
Track project or support details, priority, stages, key dates  
Create history of notes, events, tasks, emails, calls, timers, documents  
Create roles for all contacts involved in a project or customer issue    
Create project activity items including assigned to, related timers, % complete      
Duplicate previous project or support issue      
Calendar and Activities
Monthly, Weekly, Daily views can be filtered by users and groups
Create recurring events
Create pop up activity reminder alarms
Relate activities to many contacts, projects and/or opportunities      
Timers      
Track time related to contact, projects, project tasks, users      
Documents
Embed or store as a reference including cloud storage in FileMaker 16
Identify document versions, keywords, categories, author, type      
Relate documents to contacts, opportunities, estimates, orders, projects, purchases      
Dashboard and Reporting
Export reports as PDF  
A/R and customer balance report    
Contact activity report
Opportunities by stage report  
Item reorder report   
Project Gantt chart    
Timer project report    
Dashboard of tasks, opportunities, estimates, orders, and invoices    
Dashboard filters based on dates, users, contacts, sales rep, status, categories, and stages    
Remote Access
Citrix® or Terminal Services supported    
iPad optimized
Full real time web access via internet browser  
Application Integration
Microsoft Outlook for Windows bi-directional data exchange of Contacts, Calendar, Tasks, Email
QuickBooks one way data exchange of customers, invoices, items    
Address Book bi-directional data exchange   
iCal one way data exchange of customers, invoices, items   
Product Support
Online training videos, users guide, and developers guide
Knowledge base forum with supported library articles
Priority support available through PAID programs
Complimentary 30 days solution technical support via email and phone    
Additional Information
Data ownership ?
Fully customizable ?? ?
Cross platform access - Mac OS and Windows OS   
Schedule Now Schedule a Demo
Let us give you a personalized, no-pressure, live demo of the Core4 and discuss how it can work best for you.
Company »Our Difference »Contact

Productive Computing, Inc.
950 Boardwalk #205,
San Marcos, CA 92078
☎ 760.510.1200
✉ sales@productivecomputing.com