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BeProductive – FMT Featured FileMaker CRM XRM – FileMaker Today
This week the FMT product team features a new CRM for FileMaker. It gets our 5 Jalapeno Hot Award for the number of items that jumped out and grabbed us during testing, a built in email client that blew us away, the 3 lingo factor “English, French and Dutch” and the “jump start” out of the box installation “less than a minute flat!”. BeProductive offers all the functionalities of a CRM while catering to business management needs, which makes it a powerful xRM. By adding inventory functionalities, BeProductive becomes a powerful ERP. Our staff sez get it if you are looking for a CRM XRM and have it customized to your specs. BeProductive goes anywhere….we tried it on the iPad, Surface3 and it preformed flawless.
All SMEs have 90% of the same needs.
Follow-up on your customers, yours quotes, your orders, your invoices, your timesheets, your items, your stock, your purchases, your projects, yours tasks, your payments, your specific accesses by user…
All SMEs have specified needs.
Specific business, own graphic chart, product characteristics, summaries, choice of languages by customer, barcode scanning, link with other databases…
BeProductive contains 100% of the functionalities you use daily.
You finally have access to an integrated, custom, multi-user software in real time; regain the joy of working in a pleasing and intuitive environment while owning your application and your data all the while.
Customer Relationship Management
All your contacts in one place, whether prospects, clients or suppliers; containing multiple addresses, mapping, communications, groups and more.
Schedule, prioritize, discuss and track progress in real time — all with a few mouse clicks. Monitor the income and expenses of your projects thanks to reports and charts.
A dashboard gives you an overview of your offers, projects, supplier invoices, customer invoices and supplier orders, all in one place.
A Faster Way To Invoice
In one click, you can turn a customer order into a modifiable invoice. They will immediately be accessible from your customer record and will be included in the stats. You can duplicate and edit an invoice within seconds.
Built-in Email Client
Keep track of all relevant emails sent with the built-in email feature. Send a variety of documents: offers, orders, invoices, etc. directly from BeProductive.
Product And Supplier Management
Keep track of all the products and services your business has to offer. CCompare your purchase prices for all your vendors linked to your items or services.
BeProductive automatically stores every in-app generated document in a seperate file. So every offer, order, invoice or other document you every generated is stored within BeProductive in a PDF format.
Time Is Money!
Time is money. Stay up-to-date with your business progress. Track company hours on timesheets, project income, amounts to be invoiced, and project budgets.
See Today. Plan Tomorrow.
BeProductive’s powerful reporting tool gives you real-time access to data to keep your projects on time and on budget. Get the insight you need to estimate future projects, and ensure your business’ profitability.
Everywhere You Go
Wether you are on the road, in the office or next to the pool, your business is right there with you.
Multilingual Documents And Interface
Users can easily switch their interface language. Our first three languages are English, French and Dutch. The true multilingual power, however, lies in the fact that users can generate and send documents in another language using our powerful ‘Standard Letters’ module.
Or call us, for more informations, at the toll free number : 1-888-558-0005FileMaker