Core CRM Pro
Master the Core CRM Pro in less than 1 hour - the foundation for all your CRM needs.
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.
How To Use This Course
About Stuart Hite / Productive Computing
Course Version History
Sales, Estimates, and Invoices
QuickBooks Invoices and Items
Productive Computing Products and Services