Security ... core framework and relational structure

• User friendly interface to greatly simplify FileMaker security and management

• Foundation for user level security, login privileges and computer level security

• Prebuilt tables and universal information common to most business programs

• System wide navigation, administration, preferences, settings and management​

CRM ... customer relationship and contact management

• Core relational database tables for all types of Contacts and related functionality

• Main module for the fundamental operations that are common to most businesses

• Fully customizable tables for detailed information and interaction with all contacts

• Contact information, correspondence, e-mail integration, online data collection, etc.

Calendar ... native FileMaker calendar and scheduling

• Unique calendar, appointment and scheduling module for interaction with contacts

• All native FileMaker with no Javascript, web viewers or online connections necessary

• Month, Week, Day and List views, reminders, bookmarks, events, correspondence

• Includes contact management tables or link with your contacts or our CRM module

Finance ... billing, invoicing and finance management

• Flexible finance module for invoices, sales, service, inventory, receipts and statements

• Built in labor timer, auto-enter presets, markup calculator, payments, adjustments, fees

• General and client specific recurring items, worksheets, catalogs and invoice numbering

• Includes customer management tables or link with your contacts or our CRM module​

Documents ... supplemental digital document storage

• Advanced document management that extends FileMaker's native file storage options

• Captures user statistics, folder paths, thumbnails, meta data, relational fields and IDs

• Easily move entire digital storage location with internal and externally referenced files

• Resize thumbnails, rename documents, built in audit log, search and backup systems