CORE's industry-standard relational database back-end allows us to integrate broker management with your existing CRM and accounting systems.

CRM Integration

We can synchronize the deal status (LOA status, projected revenue, percent probability of deal close, etc) with your existing CRM system.

• SalesForce.com
• Microsoft CRM
• AdaptCRM
• Adaptable to any CRM system

Accounting Integration

CORE stores all the information you need to forecast revenue for the duration of a deal. We can help you export revenue forecasts to your existing accounting system, along with automatic sales orders for broker commission and customer invoices.

• Cashflow Forecasting
  • Accounting approval workflow
  • Automatic commission calculations
  • Automatically schedule Sales Orders in your ERP
• Bulk Excel Export
• Accounting Integration
  • Microsoft Dynamics SL (Solomon)
  • QuickBooks Pro/Premier
  • Adaptable to any Accounting syste