claris FileMaker CRM

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A great way to get started with your CRM system is to use the free FileMaker CRM template described in this tutorial. It's a simple, easy-to-use solution that can be customized to your company's needs. Templates are intended for use with the database program FileMaker Pro.

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Setting up a basic CRM in Filemaker is easy. You can use the templates that come with the software, or you can create your own. Customizing your CRM for your business is a great way to get the most out of the software. The benefits of using a CRM in Filemaker include the ability to track your customer relationships, manage your sales and marketing efforts, and automate your business processes.

Claris FileMaker CRM

Overview

FM Starting Point is a completely FREE FileMaker CRM, designed for use with FileMaker® 19. FMSP is focused on small businesses, work groups, and non-profit organizations.

FileMaker users have been enjoying the benefits of FMSP for over 10 years, with over 700,550 downloads of the solution. FMSP offers an integrated approach to an integral need in the business world — a complete CRM that is ready to be built upon to create the perfect solution for your specific needs. Experienced FileMaker Pro users will value a FREE tool that makes building a new project substantially easier.

To save time on your next project, simply start off with a fresh copy of FMSP. Then, add additional tables, fields, and scripts to fully customize the database to your exact needs.

FMSP 2022 features support for the new features of FileMaker 19, including Master-Detail View and more. Additionally, FMSP 2022 is optimized for WebDirect 19, allowing for limited deployments, purely in a web browser.

FileMaker CRM

What versions of FM Starting Point and releases of FileMaker are Compatible?

Specific versions of FM Starting Point are engineered for specific releases of FileMaker.

FMSP Version 7 is designed for FileMaker 18
FMSP Version 6 is designed for FileMaker 17
FMSP Version 5 is designed for FileMaker 16
FMSP Version 4.6 is designed for FileMaker 15
FMSP Version 4.5 is designed for FileMaker 14
FMSP Version 4.0 is designed for FileMaker 13
FMSP Version 3.0 is designed for FileMaker 12
FMSP Version 2.0 is designed for FileMaker 11
FMSP Version 1.0 is designed for FileMaker 10

OK: You can of course, ALWAYS use an older version of FMSP with a newer release of FileMaker.
BAD: If you take a newer version of FMSP, and use it with an older release of FileMaker, you will end up seeing objects on layout crossed out in a red “X”. Additionally you will run into other code issues.

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FileMaker CRM Features - FileMaker CRM includes features for contact management, sales tracking, marketing automation, and more. By automating tasks such as sales tracking, customer service, and marketing, businesses can save time and money. FileMaker CRM is available as a cloud-based service or as a self-hosted solution.

is FileMaker a CRM

Need help with a specific task in FileMaker CRM? You've come to the right place in our how-to section. We'll walk you through the process, from importing data to setting up your users.

claris FileMaker CRM

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What Is FileMaker CRM? - FileMaker CRM is a customer relationship management software application developed by FileMaker, Inc. It is a cross-platform application that runs on Windows, macOS, and Linux platforms. FileMaker CRM is designed to help businesses manage their customer relationships, sales, and marketing activities. The software includes a variety of features such as contact and account management, opportunity tracking, quote and invoice generation, order management, and more.

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FileMaker is an easy-to-use and flexible platform for building customizable and affordable he CRM solutions for small businesses. This allows you to bring the various components of your sales and customer service processes under one roof. FileMaker gives companies better access to data and more efficient workflows. Business owners and their employees can spend less time on administrative tasks, freeing up additional resources for business development, revenue growth, and customer satisfaction.

FileMaker pro basics

Basics - Read this section if you are new to Claris Filemaker CRM. Here is a basic overview of the software's features and functionality. Claris Filemaker CRM:

FileMaker pro basics

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Frequently Asked Questions

 

A: Specific versions of FM Starting Point are engineered for specific releases of FileMaker.

FMSP Version 7 is designed for FileMaker 18
FMSP Version 6 is designed for FileMaker 17
FMSP Version 5 is designed for FileMaker 16
FMSP Version 4.6 is designed for FileMaker 15
FMSP Version 4.5 is designed for FileMaker 14
FMSP Version 4.0 is designed for FileMaker 13
FMSP Version 3.0 is designed for FileMaker 12
FMSP Version 2.0 is designed for FileMaker 11
FMSP Version 1.0 is designed for FileMaker 10

OK: You can of course, ALWAYS use an older version of FMSP with a newer release of FileMaker.
BAD: If you take a newer version of FMSP, and use it with an older release of FileMaker, you will end up seeing objects on layout crossed out in a red “X”. Additionally you will run into other code issues.