CRM in FileMaker. Customers, quotes and lasting relationships.

CRM that doesn't end with files

We design the system around the next stages of the relationship with the client. The user sees the necessary information and the next action, and managers receive a reliable picture of the process.

The scope can grow from a simple contact register to handling offers, contracts, projects, service and settlements.

From inquiry to implementation

The inquiry receives the guardian, the source and the next contact date. The offer is created on the basis of agreed product data, and its subsequent versions remain in history. Approval can trigger an order or project without entering the customer again.

The process does not end with the sale. Reports, service dates and history of arrangements help provide further service, even when the caregiver is absent.

The settlement may include pro forma documents, advance and final invoices, corrections, payment deadlines and reminders about arrears. We determine which documents are created in CRM and which in the integrated accounting system, and how payment confirmation is returned.

• Inquiry → guardian, contact source and action date.
• Offer → items, variants, document and version history.
• Acceptance → order or project with the same client.
• Service → tasks, notifications and further arrangements.

PlatinumCRM and modules developed around the client

PlatinumCRM is the reference point for our modular solutions and maintenance of previous implementations. The scope included both customer relations and subsequent company operations. The following areas help you determine what modules you need and the scope of their customization.

For a new project, we choose features that actually belong to CRM. Some may remain in ERP, accounting or the store, with data exchanged between systems. We check the availability and compatibility of previous modules for a specific database.

What to determine before a CRM valuation

You need sales stages, team roles, sample offers, contact sources and a list of data exchange tools. It is worth pointing out the moments when findings are lost or information needs to be rewritten.

• rules for customer identification and elimination of duplicates
• visibility of contacts and commercial data
• method of archiving correspondence and documents
• reports on stages and reasons for closing opportunities

Sales and activity reports in CRM

The report shows not only the sales value, but also open opportunities, deadlines for activities, the burden on caregivers and the causes of lost topics. Together, we establish the definition of the stage and date so that the comparison of periods makes sense.

Offers, letters and summaries can be created from customer data and document items. We select PDF, export to spreadsheet or generator based on Office templates. Before sending, the user can check the scope and recipient of the prepared document.

Transfer contacts without losing their history

We connect repeat contractors, retain guardians and identifiers, and establish rules for further changes. When integrating with a web form or other system, we check for query resubmissions, duplicates and incorrect data.

The first stage may include a file, tasks and offers. The team checks it on established scenarios, and we launch further modules after organizing the common data. Access via Pro, Go or browser is selected according to roles.