Customers & contacts
Keep companies, contacts and their business details together.
IN DEVELOPMENT · NOT YET AVAILABLE
Filesoft Sales Starter.
A simple sales CRM for FileMaker.
Keep customers, opportunities, follow-ups, quotes and invoices together—from the first conversation to the recorded payment.
We’re developing Standard and Premium editions around a shared sales workflow. There is no public download or purchase available yet, and no release date has been announced.
FileMaker Pro is required and sold separately. Screenshots, final compatibility and release terms will be added after review.
THE CORE SALES WORKFLOW
From customers to recorded payments.
Implemented in development builds; still under review. These are preview capabilities, not an available customer release.
Opportunities & follow-ups
Track potential business, next actions and sales activities.
Products & services
Maintain the items and services used on your sales documents.
Quotes
Prepare line items, issue and revise quotes, record acceptance and convert accepted quotes to invoices.
Invoices & recorded payments
Issue invoices and record partial or full payments against the balance. This records payments; it does not process money.
Business settings & documents
Manage business identity, workspace and printing logos, with quote and invoice document layouts.
TWO PLANNED EDITIONS
The same core. Your choice of design.
STANDARD · PLANNED FREE EDITION
A practical starting point.
The core sales workflow with a built-in FileMaker theme. Designed to be useful and editable on its own.
PREMIUM · PLANNED PAID EDITIONS
A finished Filesoft design.
The same core functionality with coordinated navigation, forms, lists, dashboards and sales documents using Filesoft premium themes.
The current pilot uses Spring Garden. Prices, edition availability and terms will be confirmed before sale.
A standalone theme purchase does not include Sales Starter or theme application services. The existing theme collection is a separate product offering.
RELEASE NOTES
What’s new.
Sales Starter has not been publicly released yet. When the first release is available, this section will list its version, release date, new features, improvements and bug fixes.
Before a public release.
The initial target is FileMaker Pro 19.6.3 or later on desktop, subject to owner testing. Confirmed release compatibility will be published after testing. Go, WebDirect, hosting, concurrent use and other platforms have not been accepted.
Release work includes owner testing, guided imports, data migration guidance, payment correction/refund workflows, clean and sample-data packaging, and final usage, update and support terms. These items are planned, not promised release features.
The current design uses one business currency with two decimal places and simple per-line percentage tax. It is not a full accounting system or a jurisdiction-specific tax engine.
Have a sales workflow in mind?
Tell us what you want to manage and what gets in the way today. Mention Sales Starter in your enquiry so we can discuss your requirements. Asking does not reserve a release or subscribe you to marketing.
Ask about Sales Starter ↗Need something available now? Browse our free FileMaker templates and solutions or explore FileMaker services.