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

    CRM-like Solution Needed



      CRM-like Solution Needed


           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.


        • 1. Re: CRM-like Solution Needed

               Starting Point in the links below may provide some ideas.

          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:

          Relational Database Design 101 (part 1 of 3): Designing a Flat File Database

          Relational Database Design 101 (part 2 of 3)

          Relational Database Design 101 (part 3 of 3)


          The White Paper for FMP Novices is useful  - 
                                                                 Filemaker Free - Listing of free resources  - 

          Free unlocked templates
                                                                 By Richard Carlton Consulting
                                                                 Starting Point -  Contacts | Accounts | Calendar | Estimates |Invoices | Projects |Products | Staff etc.
                                                                 Donations -  Accounts | Contacts | Donations | Reporting | Prefs
                                                                 Recruiter -
                                                                 Data4Life -  Contacts | Calendar | Projects | Prospects | Journal | Goals

          RCC Blog  - 
                                                                 By yzysoft.com  Contacts | Products | Invoices | Letters
                                                                 Sample Database -

                                                                 A free calendar is available and can be integrated into your database
                                                                 Seedcode Calendar Free -
                                                                 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

          FMP business database demos - some are fully useable
                                                                 The Excelisys Business Tracker V3.0  - 
                                                                 Tricks Tips White Papers and Demos
                                                                 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/

                                                                 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)
                                                                 YouTube - Filemaker Videos

          FMTutorials Channel
                                                                 UK FileMaker Channel
                                                                 FileMaker, Inc. Channel
                                                                 Lynda.com Channel - Filemaker videos
                                                                 Dwayn Wright's Channel

                                                                 Soliant Consulting Channel

          Filemaker Academy Channel
                                                                 Skeleton Key Channel

                                                                 Accelerate Computer Training Channel
                                                                 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  - 
                                                                 Filemaker - Version By Version  - 

          Search specific Filemaker sites with this Custom Google Search


          • 2. Re: CRM-like Solution Needed

                 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

                   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

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