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Unleash the Power of a Tailored CRM

by Danielle Borges - Marketing & Sales Director

Effectively managing customer relationships is essential for sustainable growth in today’s competitive business environment. Many customer relationship management (CRM) solutions are available, but they often lack the flexibility to meet your unique business needs. Enter Claris FileMaker Pro and the Claris Platform. It’s is a versatile suite enabling businesses to create custom CRMs for their specific needs. In this blog post, we will explore the benefits of using Claris FileMaker Pro for CRM development and provide some ideas for designing a custom CRM that streamlines processes, improves customer interactions, and boosts productivity.

Benefits of Claris FileMaker Pro for CRM development

Claris FileMaker Pro, a well-known cross-platform platform for developing database applications, offers several advantages for building custom CRMs. The intuitive user interface, robust functionality, and scalability make it an ideal choice for businesses of all sizes. With Claris FileMaker Pro, you can design a CRM that fits perfectly with your unique workflows and business processes, ensuring optimal productivity and user satisfaction. Additionally, the Claris Platform offers seamless integration capabilities that let you connect your CRM to other systems, such as email clients, marketing automation tools, and accounting software, enabling seamless data flow and deep customer insights.

Customized for Your Unique Business Needs

Custom CRM built with Claris FileMaker Pro gives you the freedom to design and configure your system to meet your specific business needs. Unlike Salesforce, which is a prepackaged solution with fixed functionality (and customization is often costly), Claris FileMaker Pro is a blank slate – you build only those features you need. It lets you customize every aspect of your CRM to fit your workflows, processes, and industry-specific needs. This ensures your CRM perfectly aligns with your business goals and increases productivity.

Cost Efficient

Building a custom CRM with FileMaker is cost-effective, especially for small businesses. Unlike Salesforce, which operates on a subscription-based model and customization efforts can be fairly costly, Claris offers Claris FileMaker Pro both for much lower annual licenses and one-time fees. As a low-code platform, it is entirely possible for you and your team to build the tool you need without necessarily turning to a third-party (like Codence.) Even if you do work with a partner, the total cost of ownership for the Claris platform is significantly less than other cloud-based CRM tools and provides dramatically more flexibility.

Ease of Use and Low-Code Development

Claris FileMaker Pro provides an intuitive and easy-to-use interface for designing and using custom CRMs. A drag-and-drop interface makes creating layouts, defining fields, building reports, and creating relationships between tables easy. The flexibility of FileMaker allows for rapid changes and updates to meet changing business needs. On the other hand, Salesforce can have a steeper learning curve, and customization often requires technical expertise or third-party development. It is entirely possible for a Claris FileMaker Pro user to do-it-yourself.

Standard Integration Capabilities

Claris FileMaker Pro offers powerful integration capabilities that allow you to connect your custom CRM to various systems and applications. Integrate FileMaker seamlessly with other business tools, such as your email client, MailChimp, Slack, and other business platforms for your day-to-day use. This enables seamless data exchange, eliminates manual data entry, and makes juggling multiple applications easier. The beauty of the Claris platform is that it gives you a great deal of flexibility to work as you need.

Offline Access

Many CRMs on the market today require online connectivity to use. Claris FileMaker Pro is a low-code platform that allows you to build what you need – and sometimes than means an iPhone interface when you’re really remote and completely away from an Internet connection. With Claris FileMaker Pro it’s possible to build (or use a third-party tool) a sync mechanism that reconnects and uploads data to a shared solution.

Share Your Work

Claris FileMaker Pro allows you to add users easily, operate in an “always connected” shared data space, and manage security as you need. Claris FileMaker Pro provides robust database management features that allow you to easily add columns and tables, build layouts, create reports, and add other features that are then instantly available for all your other uses.

Deliver the CRM Your Team Needs

These factors make Claris FileMaker Pro an attractive choice for businesses looking for a CRM solution tailored to their unique needs and providing long-term value. With the benefits of Claris FileMaker Pro in mind, a team can focus on just the features they need, rather than having to adapt to an environment that offers many they don’t. By defining the specific functionality you need, a custom CRM built with Claris FileMaker Pro can streamline processes, improve customer interactions, and increase productivity. 

Ready to embark on your CRM journey? Stay tuned for our next post, where we will guide you through the process of defining CRM goals and requirements and laying the foundation for successful Claris FileMaker Pro CRM development.. Don’t miss out on unlocking the full potential of your customer relationships.

Danielle Borges

Marketing & Sales Director

Danielle spearheads initiatives to drive marketing, branding, growth strategies, and sales management. She holds a Bachelor of Arts degree in Business Administration and Marketing, a postgraduate degree in Digital Business, and an MBA in Data Analytics. On her time off, she treasures quality time with her family. (Danielle is an Independent Contractor working with Codence.)

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