OnMyBusiness.com

FileMaker Pro App for CRM

4 / 5 5 reviews


Average Ratings

5 Reviews
  • 4 / 5
    Overall
  • 3 / 5
    Ease of Use
  • 3 / 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

  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management

FileMaker Pro App for CRM Reviews Recently Reviewed!


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

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.

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.

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.

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.