Learning Claris FileMaker

Learn how to design a FileMaker CRM that is easy to use and efficiently captures and presents all the required data to streamline workflows.

In our previous blog posts, we reviewed the following: 

What a CRM is The requirements for a basic CRM 

How to create an entity relationship diagram (ERD) for that CRM 

How to create a CRM database in FileMaker 

In this final post, we will review how to design a FileMaker CRM to finish up the system. 

So, after creating the tables, fields, and relationships, the only thing left is to design the user interface (UI). 

Again, aiming for the most straightforward route here, our first inclination is to create a master-detail layout for each module – Contacts, Companies, and Interactions. 

But as we think about it, interactions are always related to a contact record; therefore, those details will live within the Contacts screen.

Learn how to create a custom FileMaker CRM so that you can organize, automate, and analyze your business contacts to maximize sales.

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 full-fledged online applications like Salesforce or HubSpot. While many off-the-shelf CRM software solutions are currently on the market, every business is unique. 

Therefore, invariably the need arises to customize or create a CRM system tailored to a specific workflow or value proposition.