Top 5 Claris FileMaker CRM Templates You Can Use for Your Business

Claris FileMaker CRM Templates

Claris FileMaker offers an incredible low-code platform to build custom CRM solutions. However, for businesses that don’t want to start from scratch, FileMaker CRM templates can offer a ready-to-go starting point. These templates provide a structured framework that helps you manage customer relationships, sales pipelines, and communication effectively without having to design everything from the ground up.

In this article, we’ll explore the top 5 FileMaker CRM templates that can be customized to meet the unique needs of your business in 2026.

Sales and Lead Management CRM Template

For businesses focused on growing their sales pipeline, the Sales and Lead Management CRM Template provides an effective way to track leads, manage follow-ups, and monitor conversions.

Key features include:

• Lead tracking from initial contact to closed deal

• Sales pipeline management with customizable stages

• Automated task reminders for sales reps

• Customizable reports for sales performance

This template helps sales teams stay organized and ensures no lead or opportunity slips through the cracks.

Full-Featured CRM Template for Medium-Sized Businesses

The Full-Featured CRM Template is designed for medium-sized businesses that need a comprehensive CRM solution to manage customer interactions, sales, and marketing efforts.

Key features include:

• Advanced contact management with customer segmentation

• Email and communication history tracking

• Custom workflows for automated processes

• Integration with third-party tools like email marketing and accounting systems

This template is ideal for businesses looking for a more robust solution with powerful reporting and integration capabilities.

Real Estate CRM Template

The Real Estate CRM Template is specifically designed for real estate agents and agencies to manage properties, listings, clients, and transactions more efficiently.

Key features include:

• Property management with details about properties, clients, and transactions

• Client and prospect tracking

• Appointment scheduling for property showings

• Reporting tools for sales analysis and commission tracking

This specialized template is perfect for real estate professionals who need to keep track of properties, deals, and client relationships in one place.