CRM FileMaker app

FileMaker CRM system

FileMaker leads the way in providing an affordable CRM that is robust enough to handle the most complex sales and customer service processes. Also, compared to competitors such as Salesforce, FileMaker comes at a fraction of the cost instead of the higher costs associated with customizing other CRM software systems.

FM Starting Point is a streamlined CRM (Customer Relationship Management) solution built on a workplace innovation platform called FileMaker. This cloud-based solution is designed to help you and your team keep all your important data in one place.

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.

claris FileMaker CRM

Benefits of Free FileMaker CRM Templates - Free FileMaker CRM templates offer many benefits for your business. This is a very cheap way to start your CRM system. Templates are easy to use and can be customized to suit your business needs. It's also a great way to get started with FileMaker Pro database software.

CRM FileMaker app

FM Starting Point is pre-configured for integration with options to connect to Intuit® QuickBooks Desktop or QuickBooks Online accounting software. This eliminates duplicate data entry between FileMaker and QuickBooks and gives your team centralized knowledge of customers, invoices and balances.

CRM FileMaker app

FileMaker templates CRM

How to Use FileMaker CRM Free Template - FileMaker CRM Free Template is easy to use. The first step is to download the template from the FileMaker website. The second step is to install the template on your computer. The third step is to open the template in the FileMaker Pro database software. The fourth step is to customize the template to fit your business needs.

FileMaker pro CRM
FileMaker pro CRM

FileMaker CRM how-tos: Need help with a specific task in FileMaker CRM? Our how-tos section has you covered. From importing data to setting up users, we'll walk you through the process step-by-step.

claris FileMaker CRM

A fantastic method to start using a CRM system is with the FileMaker CRM Free Template, which is described in this introduction. It is a straightforward and user-friendly solution that can be adjusted to meet your company's demands. The template is intended for use with the database program FileMaker Pro.

claris FileMaker CRM

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.