5 Replies Latest reply on Mar 17, 2015 3:07 PM by user14090

    CRM-like Solution Needed

    BarbaraSahli

      Title

      CRM-like Solution Needed

      Post

           I want to turn FileMaker Pro 12 into a CRM system with room for notes, prompts to schedule call backs, e-mail tracking, email blast capability, etc.

           I have a very small firm and not a very big budget. 

           Please provide some suggestions.

           Thanks.

        • 1. Re: CRM-like Solution Needed
          davidanders

               Starting Point in the links below may provide some ideas.


          http://www.filemaker.com/11help/html/create_db.8.2.html#1027557
          Home > Designing and creating databases > Creating a database > About planning a database
                                   A well-designed database promotes consistent data entry and retrieval, and reduces the existence of duplicate data among the database tables. Relational database tables work together to ensure that the correct data is available when you need it. It’s a good idea to plan a database on paper first.                          
                                        Follow these general steps to plan a database:
          <SNIP>

          http://help.filemaker.com/app/answers/detail/a_id/3248/related/1
          Relational Database Design 101 (part 1 of 3): Designing a Flat File Database

          http://help.filemaker.com/app/answers/detail/a_id/3247/related/1
          Relational Database Design 101 (part 2 of 3)

          http://help.filemaker.com/app/answers/detail/a_id/3246/related/1
          Relational Database Design 101 (part 3 of 3)


          MY STANDARD LIST OF FILEMAKER LINKS

          The White Paper for FMP Novices is useful  - 
                                                                 http://foundationdbs.com/downloads.html
                                                                 
                                                                 Filemaker Free - Listing of free resources  - 
                                                                 http://filemakerfree.com/


          Free unlocked templates
                                                                 By Richard Carlton Consulting
                                                                 Starting Point -  Contacts | Accounts | Calendar | Estimates |Invoices | Projects |Products | Staff etc.
                                                                 http://fmstartingpoint.com/
                                                                 Donations -  Accounts | Contacts | Donations | Reporting | Prefs
                                                                 http://filemakerdonations.com/
                                                                 Recruiter -
                                                                 http://rccrecruiter.com/alt-index.html/
                                                                 Data4Life -  Contacts | Calendar | Projects | Prospects | Journal | Goals
                                                                 http://data4life.net/

          RCC Blog  - 
                                                                 http://filemakerbits.wordpress.com/
                                                                 
                                                                 By yzysoft.com  Contacts | Products | Invoices | Letters
                                                                 Sample Database -
                                                                 http://yzysoft.com/printouts/yzysoft_SampleDatabase.html

                                                                 
                                                                 A free calendar is available and can be integrated into your database
                                                                 Seedcode Calendar Free -
                                                                 http://seedcode.com/cp-app/prod/calendarfree10/
                                                                 
                                                                 Filemaker's  Online Help Pages
                                                                 FMP 12  http://www.filemaker.com/12help/index.html
                                                                 FMP 11  http://www.filemaker.com/11help/index.html
                                                                 FMP 9    http://www.filemaker.com/9help/index.html


          Hints, Tips, and Demo Downloads  FMP version 6 thru 12
          http://www.databasepros.com/resources.html

          FMP business database demos - some are fully useable
                                                                 The Excelisys Business Tracker V3.0  - 
                                                                 http://excelisys.com/exbiztracker3.php/
                                                                 
                                                                 Tricks Tips White Papers and Demos
                                                                 http://www.excelisys.com/filemaker-tips-tricks-demos-downloads.php
                                                                 
                                                                 Filemaker released a FMP runtime database in 2007 for students called "Campus Productivity Kit" and is available online, notably at CNet
                                                                 Google "Campus Productivity Kit"    https://www.google.com/search?q="Campus+Productivity+Kit"

          WIN -  http://download.cnet.com/FileMaker-Campus-Productivity-Kit/3000-2124_4-10577579.html/
                                                                 Machttp://download.cnet.com/FileMaker-Campus-Productivity-Kit/3000-2124_4-10577567.html/

                                                                 You can rename the database from a .usr file to a .fp7 file and open in FMP 7 thru 11

          Lynda dot com has Filemaker Videos (portions are free)
                                                                 http://lynda.com/FileMaker-training-tutorials/116-0.html
                                                                 
                                                                 YouTube - Filemaker Videos

          FMTutorials Channel
                                                                 http://www.youtube.com/user/FmTutorials/
                                                                 
                                                                 UK FileMaker Channel
                                                                 http://youtube.com/user/UKFileMaker/
                                                                 
                                                                 FileMaker, Inc. Channel
                                                                 http://youtube.com/user/filemakerinc/
                                                                 
                                                                 Lynda.com Channel - Filemaker videos
                                                                 http://youtube.com/user/lyndapodcast/videos?query=filemaker
                                                                 
                                                                 Dwayn Wright's Channel
                                                                 http://youtube.com/user/FileMakerThoughts/


                                                                 Soliant Consulting Channel
          https://youtube.com/user/SoliantConsultingTV/

          Filemaker Academy Channel
                                                                 https://youtube.com/user/filemakeracademy/
                                                                 
                                                                 Skeleton Key Channel
                                                                 http://youtube.com/user/SkeletonKeySTL/


                                                                 Accelerate Computer Training Channel
          http://youtube.com/user/AccelerateTraining/
                                                                 
                                                                 Filemaker News

          Scoop.it is an information curation site - free option available.
                                                                 Filemaker Info  -  http://scoop.it/t/filemaker-info
                                                                 Filemaker News  - http://www.scoop.it/t/fm-news

          Filemaker Wikipedia  - 
                                                                 http://en.wikipedia.org/wiki/FileMaker
                                                                 
                                                                 Filemaker - Version By Version  - 
                                                                 http://tokerud.com/filemaker/


          Search specific Filemaker sites with this Custom Google Search
          http://www.google.com/cse/home?cx=001044389222327874554:vi8it1bulm8
                                                                  

                

          • 2. Re: CRM-like Solution Needed
            johnhorner

                 this might be helpful too: http://www.productivecomputing.com/CRM-sales-software

                 i didn't see it in the list above...?

            • 3. Re: CRM-like Solution Needed
              EddieBaker

                   you can hire someone to do that--go to guru.com or elance.com to post your project and have people bid to work your project (like me :)

              • 4. Re: CRM-like Solution Needed
                user14090

                For those guys still searching for a FileMaker CRM solution. We have made Azor FileMaker CRM