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FMSmallBusiness 1.5.2 Your Business Data on Steroids. View Videos and Screenshots

Licensing and Pricing detailed below.

Information

FMSmallBusiness (FMSB) is a complete solution for running a small business that tracks Contacts, Calendars, Schedules, Activities, Projects, Documents, Letters, Products, Invoices, and more. Think of it as a CRM (customer relationship manager) with more power.

FMSmallBusiness is a cross platform solution built using the award winning FileMaker Pro database platform. You can run it on Mac, Windows, or a combination of both. If that's not enough, portions work on the iPhone or most web browsers. We've designed it to work as either a single or multiple user solution on up to 250 workstations.

Look and Feel

Benefits

We developed FMSB to run our own business. In fact, we run the latest version ourselves as we believe in 'eating our own dog food'. Using this approach, we are able to make the product better simply by using it. We think FMSB is the best solution to run a small business. Here are a few benefits:

1. Customizable - FMSB is built on FileMaker Pro and developed from the start with individual customizing in mind. FMSB has a 'main' file and a 'custom' file. The custom file is designed in an open fashion so that anyone with FileMaker experience can make changes or even add functionality.
2. Shared Contacts - Access your Contacts in one centralized location. When you change the details for a contact, everyone in your company will benefit from the updated information.
3. Shared Calendar - Calendar events function in a similar manner as Contacts. Whenever an event is edited, the changes are automatically made for everyone in your company.
4. Projects & Activities - FMSB makes task management easy because it has the ability to store your activities with the option of assigning them to a project—Great when it’s billing time! Projects and Activities can be assigned to a contact and staff member It can also include billable items, such as labor, attached for later invoicing.
5. Income Catching - Track your time and stop losing income by tracking your time and items using FMSB's built in Timers, Activities, and Events.
6. Invoices & Products - FMSB has built in Invoicing as well as a Products modules which can help with reordering levels.
7. Shared Documents - In many small businesses, you have documents that are related to your contacts and activities. FMSB has the same functionality. Each contact or activity can store as many documents and letters as you'd like--And they can be accessible to everyone in your company.
8. Mail/Email Merging - Track all correspondence with your contacts. We've created easy to use Document generation and Merging assistants to make document storage simple.
9. Data Availability - Access your data at your desk, on the road, or on your phone. Your data can be accessed via your computer anywhere in the world via the internet over a secure connection. Plus you can use your iPhone to access Contacts an Events.
10. Desktop Integration - Easily update your contact and calendar data to Mac OS X's Address Book and iCal. FMSB can create a vCard for your contacts and iCal subscriptions for your calendars. Any application that support vCard and vCal files can use the data

There is much more that FMSB can do for you. If you have any questions, feel free to contact us.

Key Features

Reviews

Scott Gardner, Optimac, Inc:

I am a Mac software consultant and have worked extensively with several CRMs. FMSB is a worthy contender, exemplary of the power and flexibility FileMaker offers.


There is a lot to like about FMSB. First off, it is a very polished application, rich with intuitive functionality, like out-of-the-box Skype dialing. You can check out their demo/training videos on their website, so I won't be a complete feature creature here. Let me just list some of the most standout aspects IMO:


• Comprehensive and flexible groupware CRM functionality

• Completely extensible, and the developers are more than willing to accommodate

• Extremely robust searching, from quick find to advanced queries

• Rock-solid FileMaker database engine

• Integrated SMTP functionality (i.e., send e-mail directly from FMSB)

• E-mail and letter merge

• Integration with Gmail (very clever use of automated searching!)

• Geo-tagging and Google maps plotting

• Integrated invoicing with helpful un-billed activities reminders

• iPhone webapp client (I haven't implemented this yet)

• Concerns/areas for improvement:

• Pricey comparative to other SMB CRM solutions, especially when you factor in FileMaker server licensing

• Syncing with iCal and Address Book

• More comprehensive Google Apps integration

• Off-line sync (for multi-user environments)

• To do list functionality could be separated from project-oriented activities and streamlined


All-in-all, FMSB is reliable and robust. It "just works." While I have actually rated other CRM software higher on this site in the past, I do think FMSB has some of the greatest potential. So my 4-star ratings here are not meant to suggest that this isn't a 5-star app. Rather, as great as it is, I think we're in for a lot more from this developer. And as far as voting with my feet goes, this is currently my CRM of choice.  

Licensing and Pricing

Installation, setup, FileMaker Server, and hosting are not included in our pricing. We encourage utilizing our services for installation and setup however this could be handled by your technical staff or consultant.

FMSB Database Software

FileMaker Pro Clients and FileMaker Server are not included. 

We can provide special pricing on FileMaker products or FileMaker Pro and FileMaker Server can be acquired from Amazon.com. Our pricing is better than Amazon.com and is non refundable, payable by check. If you are already a FileMaker licensee, you do not need to purchase FileMaker Pro again as long as it is up to date.

Since FMSB is built on FileMaker Pro, a FileMaker Pro user licence is required for each user as well as a FileMaker Server licence, if needed. We highly suggest implementing FileMaker Server as it provides scheduled backups and connectivity for multiple users. While we can provide FileMaker Server hosting, we suggest serving your database on a computer on your network for best performance.

Support

Support is available at our standard rates. We can provide support via phone, remote control, or at your office. Email support is free.

Maintenance

Joining our Maintenance Plan is the easiest way to get the latest upgrades. We supply one year of upgrades at no additional cost. After one year, a Maintenance Plan is required at a cost of $100 per user per year to continue receiving upgrades. This covers FMSB only, not the FileMaker Pro software. FileMaker Pro upgrades will be at an addtional cost. There may be FMSB upgrades that require future version of FileMaker as new features are implemented.

Customization

FMSB is designed to be easily customizable. To make customizations easier, we divided the solution in to a 'main' and 'custom' file. Any development changes should be applied to the custom file to make upgrades easier to apply. Changes to the main file may make upgrading difficult.

Source Code

Access to the FMSB source code is available for $1200 and includes two hours of consulting time. Alternatively, we will make the source code available and include ten hours of consulting time for $2000. Additional consulting time will be billed at our standard rate. The appropriate number of user seats must be purchased along with the source code. The purchase includes access to the source code for one organization.

System Requirements

1. FileMaker 10.0v3 or later. FMSB comes with FileMaker extensions which must be installed.
2. Operating System requirements must match FileMaker Pro requirements with the exception of the screen resolution must be 1024x768 or larger. Slight larger will reduce scrolling. A faster CPU and additional RAM will perform better.