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FileMaker Finesse
May 21, 2018

FileMaker Finesse

Tessa Peterson | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with FileMaker Pro

FileMaker Pro is used across the whole company in every department. It is the main ERP we use. And works well enough in every department but it does work better for some departments than others.
  • It is very customizable. Our IT department can add or remove anything our company needs which helps as we grow and our needs change.
  • Our purchasing department likes the fact that creating a PO is intuitive and sending POs to our vendors is very simple.
  • Our sales department likes that quotes are always saved along with a version of any changes. It also turns quotes into invoices with a simple click which makes the fast-paced sales easier.
  • One issue we have is that the accounting portion of this software is not easy. It takes a lot of extra labor to do easy things. Like creating debit memos.
  • Because it is so customizable it can open things up for errors that shouldn't have been there so people weren't allowed to add whatever they wanted.
  • The last thing I would say is that the version we use does not allow us to pull a lot of marketing reports and we always have to involve IT to help pull the simplest of reports, like if we want a list of email addresses for our customers.
  • A negative impact is that there are few people that can help when problems arise and they charge a premium because you have limited options.
  • A positive is that we have been able to use it for a long time and so we have not had to spend time and money on the new system.
  • Another positive is that, once you're trained in one department, cross training is very easy since the same system is used throughout the business. This saves time and money and can help us when we are an employee down.
If you have salaried salespeople it's easy to teach them to create quotes and invoices. If they can do that, they can also learn to create purchase orders so cross training is very easy. It is less appropriate to use to reconcile the every changing bank balance of a business. We always do that outside of FileMaker.