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FMSmallBusiness User Reviews (1 post)Write A Review
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Apr 8 2009
****.

SCOTT.GARDNER  I am a Mac software consultant and have worked extensively with several CRMs. FMSB is a worthy contender, exemplary of the power and flexibility FileMaker offers.

There is a lot to like about FMSB. First off, it is a very polished application, rich with intuitive functionality, like out-of-the-box Skype dialing. You can check out their demo/training videos on their website, so I won't be a complete feature creature here. Let me just list some of the most standout aspects IMO:

Comprehensive and flexible groupware CRM functionality

Completely extensible, and the developers are more than willing to accommodate

Extremely robust searching, from quick find to advanced queries

Rock-solid FileMaker database engine

Integrated SMTP functionality (i.e., send e-mail directly from FMSB)

E-mail and letter merge

Integration with Gmail (very clever use of automated searching!)

Geo-tagging and Google maps plotting

Integrated invoicing with helpful un-billed activities reminders

iPhone webapp client (I haven't implemented this yet)

Concerns/areas for improvement:

Pricey comparative to other SMB CRM solutions, especially when you factor in FileMaker server licensing

Syncing with iCal and Address Book

More comprehensive Google Apps integration

Off-line sync (for multi-user environments)

To do list functionality could be separated from project-oriented activities and streamlined

All-in-all, FMSB is reliable and robust. It "just works." While I have actually rated other CRM software higher on this site in the past, I do think FMSB has some of the greatest potential. So my 4-star ratings here are not meant to suggest that this isn't a 5-star app. Rather, as great as it is, I think we're in for a lot more from this developer. And as far as voting with my feet goes, this is currently my CRM of choice.  
(Version 1.2.2)

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