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Contact Relations Management (CRM) starting solution?

Question asked by notebuyer on Dec 14, 2016
Latest reply on Dec 15, 2016 by Johan Hedman

Since CRM solutions are numerous, difficult to evaluate/compare, what FileMaker "starting solution" would be best given the following preferences:

  • Simple, not too complex, to allow customization.
    • Or, in the alternative, stable, comprehensive, and functional.
  • It would be wonderful for the solution includes email history/tracking.
    • Or, if solution does not include email tracking for each contact, is there an add-on that could be purchased?

After using Marketcircle's DayLite (a CRM) for many years, I am feeling trapped by it's inability to export data to other applications.  I feel FileMaker has less proprietary data management risk in the future: Filemaker is scale-able for users.


Thank you, Al