Core CRM Pro

Productive Computing, Inc.

Organize your Business in One Place with Core CRM Pro

A free customizable and scalable FileMaker CRM template developed with a simplified design.

Core CRM Pro is a fully unlocked Customer Relationship Management solution built on the Claris FileMaker platform. It provides a practical foundation for organizing contacts, managing sales activity, storing documents, tracking events, and connecting to key business systems.

You can use the Core CRM Pro application as-is or as a starting point for building your own custom FileMaker solution. The file is designed to scale, adapt to your processes, and evolve with your business.

Core CRM Pro Features:
Core CRM Pro allows you to manage customers, leads, and vendors in one centralized system. You can maintain detailed contact records, track notes and communication history, link appointments and tasks, store related documents, and connect estimates and invoices directly to each contact.

The Sales module lets you create and manage estimates and invoices within FileMaker. You can generate PDF invoices, track items and inventory, and monitor transaction activity from the Dashboard. When connected to QuickBooks, you can transfer customer and vendor information, push invoices, import items, and pull invoice balance details.

Core CRM Pro also includes document management capabilities. You can store and link documents, images, and PDFs to contact records and organize files using searchable tags and descriptions.

The Calendar and Tasks features allow you to create appointments, assign activities to team members, and view schedules by day, week, month, or list. Events link directly to related contacts for better visibility.

A built-in Dashboard provides operational insight with lists, charts, and activity summaries so you can monitor contacts, sales, and scheduled events in one place.

The file is fully unlocked, giving you access to all tables, scripts, relationships, and layouts. You can study the architecture, modify workflows, and extend integrations to match your specific requirements.

Core CRM Pro includes iPad-ready layouts for key modules when hosted on FileMaker Server. The solution can be used locally in FileMaker Pro or hosted for multi-user access, including FileMaker Go and WebDirect when deployed on FileMaker Server.

Core CRM Pro Integrations:
Connect Core CRM Pro to the tools you already use. Core CRM Pro includes pre-configured integration to multiple external systems. These integrations serve as practical starting points for real business processes and future customization.

- QuickBooks Desktop and QuickBooks Online integration - transfer customer and vendor data, push invoices, import items, and retrieve balance information.
- Microsoft Outlook integration allows you to work with contact records and calendar events.
- Google integration allows you to connect with Google Contacts and Google Calendar.
- Twilio integration enables you to send SMS messages directly from contact records using your own Twilio account.

Free Training Available:
Step-by-step online training for Core CRM Pro is available for free through Productive Computing University. The course covers everyday use, developer configuration, and integration setup examples so you can move from foundational use to advanced customization with confidence.