Explore the custom Claris FileMaker modules we build to automate operations and drive small business growth.
A great relationship is the foundation of small business success. Off-the-shelf CRMs are often overly complex or require expensive training. We build highly optimised, intuitive CRM engines in FileMaker that capture only what matters to your business.
Unified Profiles: Contact details, billing data, correspondence, related tasks, and physical documents all in one clean page.
Interactive Pipelines: Track prospects and active client projects visually. Know exactly who needs a follow-up today.
Field Access (iPad/iPhone): Let technicians or agents view site layouts, log service notes, and capture customer signatures directly on client files on site.
Basedata Client Services
Discussed migrating their local Excel database into a multi-user FileMaker system.
Chasing bills and counting service hours manually wastes valuable time. We build automated billing logic that aggregates job metrics, staff worksheets, and stock parts used directly on a job, instantly generating clean PDF invoices.
Auto Cost Calculation: Calculate costs based on hourly service rates, product pricing tiers, and overhead factors.
One-Click PDF Billing: Generate customized invoice PDFs that compile details in seconds, emailing clients with a single button click.
Xero / Accounting Sync: Send transaction details securely to **Xero** or **MYOB** via robust REST API links to prevent errors.
Module coding, UI design, testing (30 hours @ $120/hr)
Configuration, offline sync integration (3 hours @ $150/hr)
For wholesale, retail, and field service companies, stock management is highly critical. Relying on paper tags or slow spreadsheets leads to backorders and furious clients. We build fast, responsive inventory modules directly inside your database application.
Barcode Scanning: Scan items on arrival or shipment using an iPad camera or USB scanner, instantly editing database inventory counts.
Low-Stock Warnings: Set threshold limits on parts. Receive instant automatic alerts or automated purchase orders when stock is low.
Multi-Warehouse Coordination: Track item locations across several warehouses or physical technician vans effortlessly.
Data without action is a wasted asset. Since FileMaker stores all your customer purchase records, quote statuses, and seasonal orders, it becomes an incredibly effective tool to drive sales automatically.
Smart Target Segments: Filter clients who haven't ordered in 6 months, or those who bought a specific item, and compile customized messaging paths.
Automated SMS & Email triggers: Send transaction receipts, service anniversary alerts, or special discounts instantly through Twilio, SendGrid, or Mailchimp APIs.
Source Attribution: Track how each client found your business (Google search, social media, word of mouth) to optimize your real budget ROI.
A database doesn't need to stand alone in a digital desert. Using the modern Claris platform's powerful API engines, we link your internal records seamlessly to the external services your small business relies on every single day.
Push invoices, match payments, reconcile balances, and sync GST parameters in real-time.
Lead captures on your public website land directly in your internal CRM database automatically.
Xero
Accounts
Twilio
SMS Triggers
SendGrid
Bulk Mails
Schedule a complimentary 30-minute operational audit with Basedata. We'll outline exactly how to build and host your custom database.