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PM-RECORD CRM

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Software Status:Active

About PM-RECORD CRM

PM-RECORD CRM is a complete business software from Pro Management for administration and accounting firms. It combines relationship management, time tracking & invoicing, and document sharing & storage so firms can manage their operations effectively. The software includes features for generating annual reports, supporting SBR solutions, and providing a centralized hub for client interactions. This ensures that all critical processes are organized and accessible. Key capabilities: annual reports relationship management time tracking & invoicing SBR solutions document sharing Best for: accounting and administration professionals that need comprehensive management tools for their practice.

PM-RECORD CRM Details

Vendor
Pro Management
Year Launched
1987
Location
Mayor of Reenensingel 101 2803 PA Gouda (ZH) The Netherlands
Deployment
Training Options
demo, account manager, community
Countries Served
Netherland
Languages
Dutch
Users
CRM Administrator, Data Manager, Account Manager, Relationship Manager, IT Administrator
Industries Served
Financial Services, Professional Services, Consulting Firms, Accountancy, Corporate Client Management
Tags
PM-RECORD CRM, CRM, On-Premise CRM, Data Synchronization, Relationship Management, Contact Mapping, Professional Services Software, Financial CRM, PM CRM Integration, TokenManager, Client Data Management

PM-RECORD CRM's In-App Market Place

Does PM-RECORD CRM have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

NA

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

AUD ($), CAD ($), EUR (€), GBP (£), JPY (¥), USD ($)

Pros & Cons

  • Ensures continuous, accurate data synchronization across systems and client accounts.
  • Secure on-premise deployment protects sensitive client information from unauthorized access.
  • Role-based access control provides strong security across all user activities.
  • Supports complex client and relationship management efficiently for professional teams.
  • Detailed integration with PM CRM streamlines professional workflows and operations.
  • Requires licensed user access to manage and maintain all system links.
  • Setup can be complex, time-consuming, and require careful technical planning.
  • Limited standalone functionality without full integration with PM CRM software.
  • May not suit organizations lacking existing PM Online infrastructure and systems.
  • On-premise deployment demands internal IT resources for maintenance and support.

PM-RECORD CRM's Support Options

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