Introducing the Core CRM Pro

  • Get Organized

    Store your customers, vendors, and leads all in one place. Quickly create and manage appointments and tasks. Securely store client documents.

  • Streamline Processes

    Easily create estimates and invoices. Transfer customer and invoice data to your QuickBooks file. Monitor sales transactions via the dashboard.

  • Work Anywhere

    With the FileMaker platform you can connect via Windows or Mac. Work remotely with a dedicated iPad app or access via a web browser.

Core CRM Pro is a customizable, scalable, and affordable Customer Relationship Management (CRM) solution built on the FileMaker Workplace Innovation Platform.

This free one-hour training course was designed to help you quickly learn the basics and maximize all the features of the Core CRM Pro. We cover the initial setup, how to use each module and review the QuickBooks integration (optional). 

If you are looking to purchase the Core CRM Pro, learn more here.

A list of FAQs are available at our Help Center.

Course curriculum

    1. Introduction

    2. How To Use This Course

    3. About Stuart Hite / Productive Computing

    4. Course Version History

    1. Preferences

    2. Contacts

    3. Contacts Advanced

    4. Items

    5. Sales, Estimates, and Invoices

    6. Calendar

    7. Documents

    8. Dashboard

    1. Introduction

    2. QuickBooks Setup

    3. QuickBooks Contacts

    4. QuickBooks Invoices and Items

    1. Advanced Features

    2. Productive Computing Products and Services

About this course

  • Free
  • 18 lessons
  • 1.5 hours of video content