OnMyBusiness.com

FileMaker Pro App for CRM

4 / 5 13 reviews


Average Ratings

13 Reviews
  • 4 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 3.5 / 5
    Customer Service

Product Details

  • Starting Price
    $178.00/month
  • Deployment
    Cloud, SaaS, Web
  • Support
    Online

Vendor Details

  • OnMyBusiness.com
  • www.onmybusiness.com
  • Founded 1996
  • New Zealand

About FileMaker Pro App for CRM

A package of ERP modules like contacts CRM, product and services database and project management with modern e-business modules.


FileMaker Pro App for CRM Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

FileMaker Pro App for CRM Reviews Recently Reviewed!


Capterra-loader

We use this product in the chemistry stockroom as an inventory database.

Nov 21, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like that you can easily see the info and we can make custom links to our most used areas of the program. Since it is so customizable, it makes it easy to teach to our temporary student workers without expending a great deal of time training them. We can also update the program regularly when our researchers determine they need a new function. Truly, the highlight of this program is that it supports super-user customization. You can even make it so different sign ins get a different view/permissions within the program!

Cons: The user interface is not as clean as a lot of newer inventory tracking apps on the market. Also, instead of posting error messages, the program often crashes instead. If I try to print a label that doesn't exist, the program crashes with no note or warning on sign in. I really wish the licenses were transferable between windows vs. mac.

Overall: Easily customization, simple user interface, sharable, allows for different permissions based on sign ins.

Capterra-loader

we use filemaker for purchase orders, jobs, scheduling and payroll.

Jan 09, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: this program is great for inputing all the jobs we have and access to them. the separate file is great for storing all pictures and other files that come with our jobs. purchase orders are excellent because we keep a record of everything ordered and using the search feature we can go back to see what was ordered for a job number or if we need info on something we already ordered. scheduling and the timekeeping feature are really nice. we have a time clock set for in our warehouse so employees can time in and out there and also a picture for every clock put in is a nice security feature.

Cons: one of the nice things I would like to see for this program is in the schedule area. our version opens up on a past day and it would be nicer if it would open on the present date it was opened on.

Overall: this is a great program for inputting jobs, scheduling, purchase orders and also time keeping. it is an easy program to learn and use

Great way to manage clients or contacts

Feb 28, 2018
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I used this software for several years at a small private counseling center. It allowed us to keep track of attendance, payments, contact info, event registrations, and a ton of other things. It was great because it allowed us to custom build a database from scratch with all the unique features that were specific to our clients.

Cons: User interface could use some refreshing and updating, licenses weren't able to be transferred to a new computer

We use Filemaker to track magazine features and clients.

Nov 07, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money

Pros: I like the ability to export data that we can use to show patterns, trends, and leading indicators. I also think the ability to customize it to our needs is great.

Cons: There is no "undo" function, and everything is autosaved, so if you accidentally delete a record or information in a field, it may be gone forever. It also doesn't have a way to send alerts or triggers when things are entered or updated.

FileMaker is okay if you really know what you're doing

Dec 19, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I love the many different functions FileMaker Pro offers so that you can create a variety of databases. I like how you can pretty much create your database from scratch.

Cons: It's not that easy to use. There are so many things, so many calculations and scripts to learn, but the manual doesn't help much. I have to constantly Google how to do certain things, and I usually don't find the answer.

This software basically stores the information for the bulk of our business. Works great!

Mar 05, 2018
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: I think it's pretty user friendly; easy to navigate; have used it for over 10 years and it only gets better!

Cons: I think the only con would be that the more data it holds, the slower it tends to run. We've used it for over 10 years so we have a lot of information; we archive old information as a solution

Great product for Vin creation in the Auto Industry

Apr 04, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Simple to use and setup. Great for reporting to DOT, the program collates all necessary information where very few tweaks are needed.

Cons: Could do without the autosave feature, has gotten us into trouble a few times. Really the only con.

Overall: Works great with our third party vin creation software!

Excellent CRM but can be different finding support or customization changes when required.

Apr 13, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
4 / 5
Value for Money

Pros: Ease of use out of the box. Very cookie cutter point and click. Great reports. Never goes down. Highly reliable.

Cons: Needs better customer support. If customization is required for some reports. Very difficult to find tech support to get alterations made

FileMaker

Mar 21, 2018
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money

Pros: It is a great tool to track sales pipeline with people inside and outside to your organization. We are able to easily customize the app, with the help of the developers, to fit our needs.

Cons: There are times that it is very slow. Sometimes the software crashes while in the middle of editing an entry.

Capterra-loader

good product

May 24, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: This program is very friendly and easy enough to use, especially if you like to keep information files that you will need later to carry out future work. It allows you to carry a detailed and easy to locate information when you need it. For its cost it is worth getting it you will profit from your investment

Cons:
162/5000
I would recommend improving the instructions with clearer words and easy-to-solve examples when a problem arises, so as not to have major setbacks.

Overall: I recommend this program for all it offers for its easy use and its cost the truth is worth having it

Capterra-loader

FileMaker Pro is a Life Saver!

Mar 15, 2018
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: FileMaker makes it super easy to keep track of all of our incoming and outgoing shipments. Once we set up our main database, we had absolutely no problem organizing our data and adding additional users as our team grew.

Cons: The interface can be a bit hard to grasp, and since the visual layout of each database can vary, it is possible to spend a lot of time trying to remember which information goes where.

Initially easy to use, but trying anything complex is a hassle.

Jan 09, 2018
4/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: Value-based pricing is good, relatively easy to use with simple account info needs, basic relational db.

Cons: Requires a developer to set up reports, configure new fields, add in functionality. Several times, report functions do not work accurately (when applying calculations).

Overall: Allowed us to set up an inexpensive CRM.

I use this to store lots of documents that I need to be able to search quickly

Apr 30, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality

Pros: This software is great for storing lots of documents in one location for easy data mining. Especially if the documents are all similar.

Cons: Be sure to save back-ups of your files in case you accidentally write over a file or if the software crashes and you lose some files.