Hi! Could anyone help me build a professional CRM Data Base please?
The FMStartingPoint database is free to download, quite unlocked and has a truly extraordinary set of pre-built modules in it. Hundreds of hours of development time already in place.
And then you tweak to your hearts content.
Your question is unclear.
Are you asking for someone to donate $NN,000 of work to you for free?
I have just joined filemaker and trying toget my head around building a CRM
Have you Googled 'FileMaker CRM'? You might find something ready-made that you can use.
As with any solution you need to take pen to paper (or electronically note) the business rules you want to follow. What requirements fit into your CRM? What modules do you consider important to the final solution? Etc.
Short answer: search for ideas and define what you want.
Sent from miPhone
No Bruce, nothing in life is free. I would like to learn how to do it hence joining Filemaker
Thanks Beverly, a good start
If you still can't figure out what a CRM is supposed to be you can look at examples of what other people have done. Get the cheapest thing you can on SalesForce and do an analysis of just what you like and what you don't.
There is also a "Contacts" app in the FM starter solutions that can give you some ideas of what you can do along those lines. It's unlocked so you can practice making your enhancements to it.
The FTS is a great place to start as well.
I'm sorry but I still don't follow. You want somebody to help you build something; a professional CRM.
Then you say you want to learn.
Then you say that you recognize that nothing is free.
What is it that you want the helper to do?
Let's say it would take a developer 200 hours to build a professional CRM.
Are you asking somebody to build it and give it to you?
Are you asking somebody to spend 800 hours to help you make it yourself?
Are you asking, not to build something; but where to buy it?
What are you asking for?
I am not a professional developer, just a user of Oracle database and some experience of developing small databases in MS Access. Recently I develop a professional database for my brother's business. It took me 3 months. I learnt mostly from Youtube of videos of Guy Steven. Then for all the demands of users I took it from this community by searching the old posts and by placing new question.
There is no way some body can continuously guide you. They can just help you in small problems you face in development of you design. Mr. Philmodjunk is the most helping guy, in fact a community leader, teaching in polite and respectful manner, where as Mr. BruceRobertson is a hard teacher, will give you very important tips, almost at the end when all others will fail.
This may be of use:
FM Starting Point - Free FileMaker Template by RCC
Thanks Jfletch for your reply advise, and time. I will look at FTS.
Thank you for finding the time to reply. I value your honest advise on the names you recommend, much appreciated.
It seems a challenging prospect for me as a novice. I am sure I will enjoy the learning journey.
Thanks Mike for your reply and appreciate the info sent. Much appreciated.
First off welcome to FileMaker
I have a CRM I added to my solution. I started with a contacts table that collected my customer info. Over time I added more features like a reminder when a prospect is due to be contacted, zip code lookup, bday reminders, prospects list, exporting of prospect data for emailing and mail merge etc.
My guess is any CRM has some common problems and some unique ones. I would try to understand or define the work flow and how you expect the data to be used so that your CRM is able to be helpful to your end user in running their business.
Wishing you the best!
Hey thanks Tom for the welcome. I very much appreciate you taking the time to help.
I have managed to get the info I need and install. Im having difficulty in the screen presentation. i,e a panel with window fields to fill in with data.
I played with SalesForce (post #6) once, and hated it. But, apparently it's often used for CRM needs. Check that out.
Thanks for the reply David. I’ll look into it.
All the best
+2 I have used it often in the not-for-profit sector.
Hi Stephen, thanks for your reply, sorry please explain
Thanks again Stephen. The prospect is looking good.
Hi Stephen --
Please forgive my ignorance, as I am new here!
Can you please tell me where to download the FMStartingPoint CRM database that you mentioned in your previous post?
Thanks so much for your help!
in case Stephen is not available - the link is in post #9 on the first page of this thread.
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