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FileMaker CRM

How to use a Filemaker template - Using a Filemaker template is easy. First, you need to open your template file. Next, you need to select your table. Finally, you need to add data to your fields.

Claris Filemaker CRM: How to Get Started - In this section, we'll show you how to get started with Claris Filemaker CRM. We'll walk you through the process of setting up your account and configuring your settings.

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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For small businesses, managing the sales cycle effectively can be a challenge. Small businesses typically operate with limited staff and resources. They don't have the luxury of a full sales and customer service department. However, sales and customer relationships are the lifeblood of any small business, so managing these relationships effectively is critical. FileMaker as a CRM gives your business a competitive edge and ensures your business' long-term health.

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The Features of FileMaker CRM - Contact management, sales tracking, and marketing automation are just a few of the features offered by FileMaker CRM. By automating processes like marketing, customer support, and sales follow-up, it can help organizations save time and money. Both a self-hosted and cloud-based version of FileMaker CRM are offered.

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The Features of FileMaker CRM - FileMaker CRM includes features such as contact management, sales tracking, and marketing automation. It can help businesses save time and money by automating tasks such as sales follow-up, customer service, and marketing. FileMaker CRM is available as a cloud-based service or as a self-hosted solution.

FileMaker erp template
FileMaker erp template

Claris FileMaker CRM: The Features - Claris FileMaker CRM comes packed with features that will help you manage your customer relationships more effectively. Some of the key features include contact management, sales force automation, marketing automation, and customer service management. With these features, you'll be able to track your leads, manage your sales pipeline, automate your marketing campaigns, and provide better customer service.

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FileMaker free

Claris FileMaker CRM: The Benefits - There are many benefits to using Claris FileMaker CRM, including the fact that it's a powerful and customizable CRM solution. With Claris FileMaker CRM, you can tailor the software to meet the specific needs of your business, which means you'll be able to get the most out of the software. Additionally, Claris FileMaker CRM is easy to use and has a user-friendly interface, so you'll be up and running in no time.

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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.