FrankCRM

FrankCRM is a starter file for new FileMaker CRM-projects. This product is all about business, but without the overload of ready-made modules which do not cover what you need. This allows for a clean start with the basics. FrankCRM is not pretentious, but offers proven functionality for professionals. This is a tool for developers, who want to profit from a solid start.

What is FrankCRM?

FrankCRM is a starter file for new FileMaker projects, enhanced specifically for CRM solutions. FrankCRM gives you a strong base for your business solution. As a foundation, it is all about usable building blocks to help you achieve your goals quicker. It gives you a structure, a sound and proven set of features, while not locking you into a system. You do you, and FrankCRM will prove to help you consistently with versatile basic features.

This is not a final result

It is a starting point, not an endpoint. This type of starter file is not concerned with ready-made functionality for the end user, but rather with a sound basis to start working from. Thus, FrankCRM does have some modules geared toward address management, sales documents and the like, but that is just a way to get started. That basic functionality gave us the option to implement several quite challenging mechanisms, like VAT calculations in various forms. FrankCRM is based on decades of business experience in an international setting.

What you get

sound and simple project structure
modular approach
far-reaching separation of functionality and settings
an enormous number of settings, accessible to either administrators or developers in styled layouts
dedicated developer dashboard to help you configure your solution quickly
versatile navigation module (multilingual, up to 4 layouts per entry (Desktop, iPhone, iPad, Web), many settings)
differentiating navigation for each user group (if needed)
user management module with added options for each user (user language, start and end day)
multilingual text labels, differentiating between interfaces and documents
DeepL-API for automated translations built-in
multiple currencies
Currency-API to update conversion rates with a simple click
basic tables and functionality for Addresses, Contacts, Products, and Sales documents
flexible VAT calculations
cash discount (optional)
reminders for unpaid invoices
reminders for expiring items
HELP module for quick feedback or explanations (multilingual, versatile)
DocMaker module to create manuals for online viewing
and much more.

The following screenshots give an indepth insight in two parts.

User interface (Users and Administrators)
Developer Dashboard (developers only)

Be aware that not all screens are covered and there is much more detail available in many more places. What you can see are some major topics and ways to display the information. More in the videos about FrankCRM.

1. User interface

FileMaker theme included. Just to get you started.

2. Developers

Backend. The Developer Dashboard is a complete interface for developers only. Only available for Standard and Commercial license

Skip a year of development

Depending on your skills and experience, using FrankCRM might easily cover a year of development, testing different options and coming to working similar file setup. Check our claim with this nifty calculator:

How expensive is software development?

Enduser and administrators

Frontend, user side. This is the only part available in the free version

Different versions

There are three different versions of FrankCRM available:

Free version (limitations: no access to the file administration, no developer dashboard, 20 addresses, and 1 user only).
Standard version (open FileMaker file, license for 1 company at 1 location)
Commercial version (open FileMaker file, license for multiple locations or reselling*)

* Read the details.