FMSmallBusiness
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(2) 3.25

FileMaker solution for running a small business.   Demo ($95.00)
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FMSmallBusiness (FMSB) is a complete solution for running a small business that tracks Contacts, Calendars, Schedules, Activities, Projects, Documents, Letters, Products, Invoices, and more. Think of it as a CRM (customer relationship manager) with more power.

FMSmallBusiness is a cross platform solution built using the award winning FileMaker Pro database platform. You can run it on Mac, Windows, or a combination of both. If that's not enough, portions work on the iPhone or most Web browsers. We've designed it to work as either a single or multiple user solution on up to 250
What's New
Version 1.5.4:

Calendar

  • Calendar To Do's / Adjusted Calendar To Do's to stretch with the screen width.
  • Changed the Event Time Drop Down List. / Changed to include the time on the hour, 15 after, 30 after, and 45 after.
  • Week View Printing / Fixed a calendar cell that was showing data from day 4 of the week instead of the correct day 5 data.
Contacts
  • Contacts Map Plot / Fixed an issue with the Address Description to now show the Address and Phone Numbers.
  • Contacts Map Tab / The Map 'To' Address on the Map Tab will now automatically itself if it is empty to the Billing Address. If there is noBilling Address, it uses the first address.
  • Fixed Contact Address Searching / Fixed Find Mode AddressSearch where the County field was searching the Country field's data.
  • Matching Contacts / Added Contacts with similar sounding LastNames to the Matching Contact List. Examples: Reich ~ Reek, Laboy~ Luby
Invoices
  • Quantity Summary / - Added a Quantity Summary below theInvoice Line Items on the Invoice Detail layout and the PrintedInvoice.
Miscellaneous
  • Changed Database Requirements / Now Requires FileMakerVersion 11 or FileMaker Go for iPad & iPhone. While FileMaker Go can now open FMSB it is partially supported. Any items that require FileMaker Extensions, Unsupported Script Steps, or Unsupported Functions will not work and may cause data loss. PLEASE backup often.
  • Fixed Documents Navigation Problem / Fixed a problem where adding a Document to Common Documents did not return the user to the original Document.
Version 1.5.4:

Calendar

  • Calendar To Do's / Adjusted Calendar To Do's to stretch with the screen width.
  • Changed the Event Time Drop Down List. / Changed to include the time on the hour, 15 after, 30 after, and 45 after.
  • Week View Printing / Fixed a calendar cell that was showing data from day 4 of the week instead of the correct day 5 data.
Contacts
Requirements
  • Intel/PPC
  • Mac OS X 10.5.7 or later
  • FileMaker Pro 10.0v3 or later, FileMaker Server is suggested.



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FMSmallBusiness User Discussion (Write a Review)
ver. 1.x:
(2)
Your rating: Now say why...
Overall:
(2)

sort: smiles | time
burypromote

+9

blobber reviewed on 25 Apr 2012
I downloaded the trial version and I would suggest you change your policy concerning trails. 8 session of 60 minutes are almost useless to test all the features you offer. In between email and phone calls 60 minutes go fast. Also consider that your competitors on line and off line offers 30 days trails as default.
[Version 1.5.4]


burypromote
+5

+23

scotteg reviewed on 08 Apr 2009
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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Downloads:3,615
Version Downloads:955
Type:Business : Applications
License:Demo
Date:11 May 2011
Platform:PPC 32 / Intel 32 / OS X
Price: $95.00
Overall (Version 1.x):
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FMSmallBusiness (FMSB) is a complete solution for running a small business that tracks Contacts, Calendars, Schedules, Activities, Projects, Documents, Letters, Products, Invoices, and more. Think of it as a CRM (customer relationship manager) with more power.

FMSmallBusiness is a cross platform solution built using the award winning FileMaker Pro database platform. You can run it on Mac, Windows, or a combination of both. If that's not enough, portions work on the iPhone or most Web browsers. We've designed it to work as either a single or multiple user solution on up to 250 workstations.

Benefits - We developed FMSB to run our own business. In fact, we run the latest version ourselves as we believe in 'eating our own dog food'. Using this approach, we are able to make the product better simply by using it. We think FMSB is the best solution to run a small business. Here are a few benefits:

Customizable - FMSB is built on FileMaker Pro and developed from the start with individual customizing in mind. FMSB has a 'main' file and a 'custom' file. The custom file is designed in an open fashion so that anyone with FileMaker experience can make changes or even add functionality.

Shared Contacts - Access your Contacts in one centralized location. When you change the details for a contact, everyone in your company will benefit from the updated information.

Shared Calendar - Calendar events function in a similar manner as Contacts. Whenever an event is edited, the changes are automatically made for everyone in your company.

Projects & Activities - FMSB makes task management easy because it has the ability to store your activities with the option of assigning them to a project�Great when it�s billing time! Projects and Activities can be assigned to a contact and staff member It can also include billable items, such as labor, attached for later invoicing.

Income Catching - Track your time and and stop loosing income by tracking your time and items using FMSB's built in Timers, Activities, and Events.

Invoices & Products - FMSB has built in Invoicing as well as a Products modules which can help with reordering levels.

Shared Documents - In many small businesses, you have documents that are related to your contacts and activities. FMSB has the same functionality. Each contact or activity can store as many documents and letters as you'd like--And they can be accessible to everyone in your company.

Mail/Email Merging - Track all correspondence with your contacts. We've created easy to use Document generation and Merging assistants to make document storage simple.

Data Availability - Access your data at your desk, on the road, or on your phone. Your data can be accessed via your computer anywhere in the world via the Internet over a secure connection. Plus you can use your iPhone to access Contacts an Events.

Desktop Integration - Easily update your contact and calendar data to Mac OS X's Address Book and iCal. FMSB can create a vCard for your contacts and iCal subscriptions for your calendars. Any application that support vCard and vCal files can use the data

There is much more that FMSB can do for you. If you have any questions, feel free to contact us.


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