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November 2022

How To Set Up a CRM Database for FileMaker

How To Set Up a CRM Database for FileMaker

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In our previous blog post, we reviewed what a customer relationship management (CRM) system is and put together the requirements for a basic CRM. Yet, we’re not quite ready to start writing code. Next, we need to draw up an entity relationship diagram – ERD for short. In database land, this is a map of all the buckets […]

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Create a Custom FileMaker CRM

Create a Custom FileMaker CRM

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A Customer Relationship Management (CRM) tool is essential for any business. A CRM helps us communicate with clients, automates processes, and provides analytical tools to help us understand our operations and customers. That said, there are different kinds of CRMs. Some are as simple as the contacts app on our phones, while others can be […]

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