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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.

An overview of FileMaker CRM is provided here. This customer relationship management tool aids organizations in keeping tabs on their clients and sales. It has capabilities including marketing automation, sales monitoring, and contact management. Both a self-hosted and cloud-based version of FileMaker CRM are offered.

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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One piece of information that we don't take into account is actual contact information such as phone, address, and email. What's unusual here is that both the company and contact modules require their own place to store this information. Business phone numbers should be differentiated from contact phone numbers so they can be easily found.

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The Benefits of FileMaker CRM Free Template - FileMaker CRM Free Template offers many benefits to businesses. It is a very affordable way to get started with a CRM system. The template is easy to use and can be customized to fit your business needs. It is also a great way to get started with the FileMaker Pro database software.

FileMaker pro CRM

Benefits of Free FileMaker CRM Templates - Using free FileMaker CRM templates can give your company great benefits. Getting started with a CRM system is a very cost-effective approach. The templates are easy to use and can be customized to suit your company's needs. It's also a great way to get started with the FileMaker Pro database program. Free FileMaker CRM Template Features – The free FileMaker CRM template has many features that are useful for your organization. Templates include a report generator, calendar, task manager, and contact manager. Templates can also be customized to suit your company's needs.

FileMaker pro CRM template
FileMaker pro CRM template

FileMaker CRM tips:Get the most out of your FileMaker CRM with our handy tips and tricks. From customizing your dashboard to automating tasks, we'll help you get the most out of your CRM.

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FileMaker connects to BaseCamp and gives you access to data from your project management system. You can also access data from your database and synchronize it across your enterprise. Contract signature capture can also be automated using receipts and invoices generated from FileMaker programs. The possibilities are truly endless.

FileMaker pro for mac
FileMaker pro export to excel

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.