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 is an on-premise customer relationship management solution developed by Pro Management Software, designed to manage relationship data and support detailed reporting for businesses requiring robust client tracking and data synchronization. The platform is particularly suited for organizations that already use PM Online, as it allows continuous updates of relationships, contact persons, and addresses between PM Record and PM CRM, ensuring data consistency and accuracy without duplicative imports. PM-RECORD CRM integrates seamlessly through a structured setup process involving PM TokenManager, entity linking, and relationship and contact person mapping, allowing users to maintain a unified view of all client interactions. The system is designed with role-based access control, requiring that users managing these links hold a valid license and appropriate administrative privileges within the PM CRM environment. Its modular structure enables organizations to prepare CRM environments, create contacts and relationships, and manage complex relational data efficiently. By keeping data synchronized in real-time, PM-RECORD CRM enhances operational efficiency, reduces data errors, and streamlines client management processes.
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.
Features
Key features
- On-Premise Deployment – Allows secure, in-house management of client data.
- Data Synchronization – Keeps relationships, contact persons, and addresses updated between PM Record and PM CRM.
- Role-Based Access Control – Ensures only licensed users with administrative privileges manage CRM links.
- Entity Linking – Facilitates accurate mapping of client entities for seamless integration.
- Relationship Management – Tracks and organizes client relationships and associated contacts.
- Contact Person Mapping – Links contacts efficiently across systems to maintain consistency.
- Integration with PM CRM – Supports continuous synchronization for accurate reporting and workflow.
Additional features
- Relationship Data Management – Centralizes client information for better organization.
- Contact Data Handling – Maintains up-to-date contact details and changes.
- Address Synchronization – Automatically updates client addresses across linked systems.
- PM TokenManager Integration – Provides secure connection and communication between PM Record and PM CRM.
- Entity Mapping – Links business entities for accurate reporting and CRM operations.
- Role-Based Licensing – Ensures proper access rights for data management.
- Reporting Support – Generates detailed reports based on synchronized data.
- Data Consistency – Prevents duplication and ensures accurate client information.
- Modular Setup – Step-by-step preparation, linking, and configuration process.
- Support & Documentation – Provides guides and client support for setup and troubleshooting.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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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
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
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
Email Address
helpdesk@promanagement.nlContact
+31 (0)10 451 76 76PM-RECORD CRM's Alternatives
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