FileMaker CRM free
Claris Filemaker CRM: The Basics - If you're new to Claris Filemaker CRM, then this section is for you. Here you'll find a basic overview of the features and functionality of the software.
How FileMaker CRM Can Help Your Business - FileMaker CRM can help businesses of all sizes manage their customers and sales. It includes features such as contact management, sales tracking, and marketing automation. FileMaker CRM is available as a cloud-based service or as a self-hosted solution.
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.
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.
FM Starting Point lets you quickly connect and update customer and billing information in your QuickBooks Desktop or QuickBooks Online accounting file. FM Launchpad was built to be an out-of-the-box CRM tool that is easy to use, easy to customize, easy to share with your team, and easy to connect to your important financial data.
How FileMaker CRM Helps Your Business - FileMaker CRM helps companies of all sizes manage their customers and sales. Features such as contact management, sales tracking, and marketing automation are included. FileMaker CRM is available as a cloud-based service or as a self-hosted solution.
The temptation here is to include a phone number field in both the contact and company modules. However, storing the same data in two places in the database is far from ideal. On the one hand, he spends twice as much effort creating and maintaining fields. Then storing the data in the same table makes it easier to validate the data and run reports. Finally, in one spreadsheet, you can efficiently collect multiple company and contact numbers of different types, such as local office numbers, toll-free numbers, and cell phones. So the ERD looks like this:
Claris Filemaker CRM: The Basics - If you're new to Claris Filemaker CRM, then this section is for you. Here you'll find a basic overview of the features and functionality of the software.
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.