So how do you merge the two applications? However, if you wanted to integrate your invoicing processes with your accounting, it wouldn’t make sense to create an entire accounting system within a FileMaker CRM application that is not designed to manage accounting. There are perfectly good accounting systems such as QuickBooks ready to do the same job much more efficiently. It allows a specific program to highlight whatever it’s best at.Īs an example, if you have a CRM in FileMaker (such as our Core CRM Pro), that application allows you to store your contacts, utilize dashboards, manage calendars, create estimates and invoices, keep track of inventory, and all sorts of handy business processes. This ensures that you can share data with your team while getting the most from each application’s features. Instead of recreating the wheel in your FileMaker solution, take advantage of the strengths of these apps by using integration to move data back and forth.
Each one of these tools is known for its unique specialization.
#I have filemaker pro 6 will filemaker pro 13 update work software
For a low monthly or annual fee, these software apps provide specialized services with specific features – QuickBooks for accounting, Mailchimp for emails, Eventbrite for event management and invites, Twilio for text messages, Zendesk for tracking support emails, and many more. These days there is software for almost any type of process or task - whether it be an app on your phone or a solution on the web, it seems they are cropping up everywhere and many are fairly affordable. Why not integrate? Using specialized apps with FileMaker For example, it may be too costly or time-consuming to add a new module when a stand-alone app already exists. While there are definitely some distinct advantages of having all your data in one place and everything working similarly as far as the toolset goes, there are certainly some disadvantages as well. The Claris FileMaker platform is so flexible that it allows you to have everything in one place. FileMaker systems are often built with multiple modules such as contacts in one tab, invoicing/accounting under another tab, customer service requests tracked in notes or another module, tech support tickets in one section and inventory in another. That is the key word to think about when we talk about Claris Connect.įor many years, many people with a FileMaker solution would use one platform to run every process in their business and customize and condense everything into that single platform. This new offering from Claris International is all about integration.
0 kommentar(er)
