A free FileMaker CRM template that works in minutes.
FM Quickstart is a free CRM template, custom built by a team of certified FileMaker developers, which is designed to use the latest version of FileMaker. With this template, you receive a free CRM in minutes that is fully customizable.
This template can be used right out of the box, or it can be customized to meet your unique business needs.
The template includes eight main modules, including Dashboard, Companies, Locations, Contacts, Quotes, Invoices, Reports, and Setup.
This template is great for all levels of FileMaker users. Whether you are a beginner looking to have a simple CRM solution in minutes, or an experienced developer wanting to customize the template further, FM Quickstart provides a great basis for your ideal CRM!
Unlocked version of FM Quickstart built by a team of certified developers. Includes ability to manage companies, contacts, and locations with a new user experience. New features include: Task List, Calendar, and Sidebar Navigation.
No features have been listed yet.
Based on our record, Carta seems to be more popular. It has been mentiond 10 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Im trying to get all of my accounts loaded into CoPilot and haven't been able to figure out how to add stock option or RSU grants from my employer. They are not publicly traded but managed through https://carta.com/. Source: 5 months ago
I heard good things about Carta. I haven't used it though. https://carta.com. - Source: Hacker News / 8 months ago
Haven't heard of carta.com. Let me check it out, thanks! Source: about 1 year ago
Https://carta.com/ could be the easiest and cheapest way. Source: over 1 year ago
Getting a refusal to connect... Anyone else getting that issue? https://carta.com/. - Source: Hacker News / over 1 year ago
Ledgy - The European equity management solution. Manage your cap table, investor relations, and equity plans professionally, from the start. Arm yourself with the best-in-class data security and streamline your equity management processes.
Sales Funnel Template by Salesflare - Manage your leads, forecast revenue and close deals for free
Vestd - Vestd is the only platform you need to create tax-efficient share schemes and manage equity. Purpose-built for UK companies.
Oracle NetSuite - NetSuite is the leading integrated cloud business software suite, including business accounting, ERP, CRM and ecommerce software.
Capshare - Capshare is a cloud-based stock issuance, cap table and equity management platform.
Zoho CRM - Omnichannel CRM for Businesses of all sizes