Since it is built in FileMaker, you have the flexibility to use the software with the out-of-the-box functionality or have it easily customized. The Core CRM Pro subscription is hosted and available making it the perfect solution to get you started no matter where you are. Having all of those details at your fingertips allows you to effectively assist your customers and gives you the opportunity to build a relationship with clients. However, keeping track of contact information, invoices, important events, spreadsheets, and documents can be challenging. What you know about each client is essential to help retain and build upon these critical relationships.

Your clients and the relationships with those clients are important assets to your company. This cloud-based solution was created to allow you and your team to keep all your key data in a centralized location. The Core CRM Pro is a streamlined Customer Relationship Management (CRM) solution built on a Workplace Innovation Platform known as FileMaker. FileMaker Certification Sample Questions.

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