FileMaker CRM tricks:Take your FileMaker CRM skills to the next level with our top tricks. From creating custom reports to integrating with third-party apps, we'll help you get the most out of your CRM.
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.
Getting Started - This section explains how to get started with Claris Filemaker CRM. We will walk you through the process of setting up your account and configuring your settings.
Once this is done, go to each table and add relevant fields depending on how you want to organize your information. For example, let's add first name and last name fields to the Contacts table. Phone numbers and phone types also belong to phone tables and so on.
TheFM Starting Point contact module allows you to manage all contact information for your leads, customers and suppliers. Users can track related notes, create appointments and tasks, add or view documents, and link customer quotes and invoices.
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.
No matter how many employees your company has, a CRM system will make your sales team more productive and your customers happier. Manage customer contacts, nurture qualified leads, and track the fulfillment process. The FileMaker Platform makes it easy to do almost anything you want. FileMaker makes it easy to do basic tasks such as keeping track of all customer contacts, documenting your preferred contact methods, scheduling follow-ups with current customers, and keeping in touch with prospects. can be done. Robust features such as tracking total spend by customer, monitoring buying habits, and tracking purchase types are just as easy. FileMaker also makes it easy to automate a variety of tasks and processes for cross-selling and upselling. You can improve your cell and increase the revenue of your business.
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.