Version and feature comparison

Feature overview of all versions

The following is a comparison of all features of the enterprise software gFM-Business Free / Basic, Light, Professional, Pro Custom and Pro open license.

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General features
Runs on all available screens and lists under Windows, Mac OS X and Apple iPad with user-optimized layouts for use on the iPad.
Networkable even in mixed network environments supporting up to 5 logged in users on the network using FileMaker Pro.
Networkable even in mixed network environments with support for up to 250 logged in users on the network using FileMaker Server.
Flexible printing system: All forms and lists can be changed or recreated by the user. All the design tools available in FileMaker are available for this (in gFM-Business free and Light with FileMaker Pro possible).
GDPR compliant data storage with event log and automatic deletion of personal data without legal basis.
System-wide calendar: Supports any number of fade-in and fade-out individual calendars, automatic entry of appointments and resubmissions, optional reminder by message, e-mail or SMS via smstrade.de.
CTI features supported by DialList, DialFritz, fritz.mac Suite, STARFACE Client, TeamCall direct, Gigaset QuickSync on Mac OS X, Skype and Windows TAPI.
Event log for logging all changes to the database. The event log is available across systems in each program module.
Up to five freely definable buttons (favorites buttons) on each screen, which can be defined user-specifically.
Variable appearance with different themes for Mac OS X, Windows and iOS.
Phonetic quick search in all data portals and list views, allows input and dictation of spoken search queries
Detailed search on every available field with predefined search profiles.
Flexible main menu whose entries can be defined user-related with display of the most important key data, such as Number of actions, resubmissions, invoices, open items, unposted services, next appointments or last events.
User-defined definition of default values in input dialogs.
Print and data export directly from all input masks.
Support any number of document scanners with support for 32-bit TWAIN, ImageCapture (Mac), WIA (Windows) and integrated OCR text recognition.
Syntax of all running numbers freely definable with prefix and suffix.
Up to eight independent instances (open windows) for parallel processing of data.
Integrated printer management for the use of any number of connected printers and network printers.
Any number of e-mail send addresses with integrated e-mail client for receiving and sending e-mail messages with automatic assignment of known e-mail addresses.
Integrated interface module for Shopware 5, Gambio GX3 and WooCommerce online shops for importing and exporting customers, articles and orders as an order or as an invoice. (Basic supports 1 online shop, as many online stores as of light, including mixed environments)
Automatic backups when closing the software, number of backups to create.
Customize and extend all screens with automatic logging in the development log. Changing of all language sets.
Customize and extend all tables and fields with development environment, add new data tables and fields.
Customize and extend all scripts, lists of values, and definitions for containers and external data sources.
Customer management (CRM)
Management of customers, suppliers and prospects in one module.
Note list for contacts not yet recorded in CRM (acquisition list), entry as CRM contact per click.
Any number of addresses per contact record.
Up to 14 freely definable fields per address data set.
Any number of contact persons per contact record.
Scan business cards and assign to the contact person.
Any number of actions, resubmissions and appointments per contact record.
Any number of file attachments per historicized action.
Accounts receivable and accounts payable accounts.
Addresses can be defined as default and protected against deletion.
Contact persons can be defined as standard and protected against deletion.
Actions can be protected against deletion.
Freely definable fields for individual data storage.
Data import of customer addresses from external text files, databases or Excel spreadsheets.
Integrated interface module for Shopware 5, Gambio GX3 and WooCommerce online shops for importing customer data from the online shop. Multiple shops in Light and Professional.
Online verification of registered VAT IDs of all companies in the European Union with automatic field marking.
Integrated postcode database for automatic maintenance of countries, locations, states / counties and country codes from 78 countries.
Integrated Bankcode / BIC database for automatic entering of banks.
Integrated database for automatic entering of German area codes.
Integrated database for the automatic entering of salutations with approx. 40,000 first names.
Automatic conversion of conventional bank accounts to BIC / IBAN.
Online check of registered IBAN numbers with automatic field marking.
Scanning and archiving of documents and documents with keywording and assignment to the contact dataset. OCR text recognition for automatic tagging of all documents.
Label printing of mailing labels with the support of Dymo label printers and functional labels.
Appointments and contacts with connection to Apple calendar and contacts as well as Microsoft Outlook.
Import contacts from the Apple Address Book (macOS only).
Export appointments and contacts as a .ics file and as a vCard for use in other applications.
Automated billing of services (service entry).
Integrated ticket system for processing and tracking support tickets with automatic assignment of replies by e-mail.
Flexible resubmission lists, accessible per case officer.
View sales and offers as customer statistics for the last 12 months in each customer record.
Extensive customer statistics with annual, monthly and weekly statistics as well as previous years: number of actions, offers, orders, invoices, reminders with corresponding sales values as well as sales tax and potential analysis.
Display of bank bookings of the customer when bank details and bank postings have been maintained.
Currency, payment method and price group can be preset for each customer, automatic input when creating new documents.
Printing of information on stored data according to GDPR 15
Document management
Document management with template system for written correspondence directly from the database, optionally with automatic maintenance of an action on printout.
Automatic action associated with the contact record when printing.
Any number of templates on which customer-specific documents can be created.
More than 30 placeholders of master data and customer-related data for individual correspondence.
Single and serial printing
Personal address by using saved contact persons and salutations.
Any number of attachments per record, sending as many file attachments as possible by e-mail.
Sending documents and attachments by e-mail.
Signature field for cover letters with automated signature.
Event log that records every change to the database.
Sending e-mails and newsletters with HTML template directly via any SMTP server.
Overview screen of all e-mails with filter possibility of the e-mail account, overview of all entries in the address book of gFM-Business Mail.
Document archive with display of all scanned paper documents and integrated full-text search.
Billing
Billing with offers, order confirmations, proforma invoices, invoices, delivery notes, credit notes, late notices and orders. All documents with own barcode type.
Order management for the entry of goods and service orders, booking of purchase orders and individual items for partial deliveries.
Freely definable number ranges with individual prefix and suffix.
Up to 15 freely definable fields in all document types with freely definable labeling, input type and optional value list per field.
VAT as a small business according to UStG § 19 (Germany) adjustable.
Integrated interface module for Shopware 5, Gambio GX3 and WooCommerce online shops for importing orders, either as an order or directly as an invoice.
Items in offer documents either as alternative items, during capturing or subsequently convertible.
Extended product search when entering document items in offers, order confirmations, delivery notes, invoices, credit notes, late notices and orders.
Separate invoice and delivery address with automatic data transmission.
Any number of items per document. Adding items can be done by article no. or via full-text search / multiple selection.
Price groups / customer groups for customer-specific sales prices.
Entry of document discounts for all document types via absolute amount or percentage.
Deposit of a tracking number in delivery notes and invoices with tracking of any number of logistics companies.
Any number of VAT rates
Support of 34 currencies (EUR, AUD, BGN, BRL, CAD, CHF, CNY, CZK, DKK, GBP, HKD, HRK, HUF, IDR, ILS, INR, JPY, KRW, LTL, LVL, MXN, MYR, NOK, NZD,  PHP, PLN, RON, RUB, SEK, SGD, THB, TRY, USD, ZAR).
Automatic update of foreign exchange rates of 33 foreign currencies by the European Central Bank and graphical display of the price history of any periods with currency comparison.
Automatic translation into foreign currencies of vouchers in the billing module.
Any number of payment methods, including the due date and dunning levels 1 and 2.
Booking any number of payments on an invoice receipt, taking account of cash discount, installment payment assistant.
Any internal comments as well as any remarks that appear on the receipt.
All documents can be printed or sent by e-mail as a PDF attachment.
Document archiving as a PDF file with automatic sorting into configurable directories.
Automatic creation of an order confirmation from an offer.
Automatic creation of an invoice from an offer.
Automatic creation of an order from an offer.
Automatic creation of a delivery note from an order confirmation.
Automatic creation of an invoice from an order confirmation.
Automatic creation of an order from an order confirmation.
Automatic creation of an invoice from a delivery note.
Automatic creation of a delivery note from an invoice.
Automatic creation of a credit note from an invoice.
Automatic creation of a late notice from an invoice.
Automatic creation of a collective order confirmation from an offer.
Automatic creation of a collective invoice from an offer.
Automatic creation of a collective delivery note from an order confirmation.
Automatic creation of a collective invoice from an order confirmation.
Automatic creation of a collective invoice from a delivery note.
Automated localization of open items with display in the main menu.
Duplicate receipts including all receipt items.
Invoices and credits with booking system and protection against alteration according to the principles of proper accounting.
Automated dunning run with display in the main menu.
Items of order confirmations with stock reservation and display of reserved products in item management.
Batch management across all booking receipts and delivery notes, batch posting according to the FIFO principle.
Automated assignment of payments when bank bookings have been imported in the Cash Journal module.
Automatic dunning with two dunning levels and submission to debt collection or judicial dunning procedure.
Cashbook with automatic posting of all documents entered and posted in the billing.
Export of bookings in DATEV (EXTF / CSV) format, MonkeyOffice and as individual format.
Bookings with change protection according to the principles of proper accounting.
Scanning of incoming documents and assignment to the booking
Management of bank bookings / bank statements with import from Bank X, MacGiro, StarMoney or MT940 file.
Import from Bank X and MacGiro conveniently directly from the clipboard.
Management of direct debits with export to Bank X, MacGiro, as DTAUS file or as individual export.
Management of SEPA transfers with export to Bank X, MacGiro, SEPA-XML or as individual export.
SEPA mandate management for customer-related administration of SEPA mandates. Automatic generation of approved SEPA mandates.
Event log that records every change to the database.
Product management
Management of material-, text- and service products.
Freely definable selection fields.
Automatic calculation for up to three different sales prices (recommended, minimum sales price, online sales price).
Any number of price groups / customer groups per article for custom sales prices.
Automatic generation of EAN13 codes, e.g. for list printing.
Data import of article data from external text files, databases or Excel spreadsheets.
Integrated interface module for Shopware 5, Gambio GX3 and WooCommerce online shops for importing articles from online shops.
iPad: Scanning of barcodes and EAN codes with the camera of the iPad for data maintenance and article search.
iPad: Taking product photos directly with the iPad’s camera.
Any number of article attributes per article to capture product variants.
Bills of material (parts list) for automatic stock booking of additional items per item.
Combination products for the automatic addition of further products per item.
Accessories for the management of any number of further products to the article.
Any number of suppliers per article with calculation of the lowest purchase price.
Management of stock taking with any number of locations and branches with stock reservation from order items (free / Basic only one location).
Inventory log with automatic recording of all stock changes.
Stock list with overview of all product stocks at all locations.
Label printing of article labels with the support of Dymo label printers and promotional labels.
Four freely definable product revenue accounts for bookings.
Event log that records every change to the database.
Company
Project management with storage of any number of processes, files, customers, employees, services, documents, offers, orders, invoices, credits and orders per project as well as with event log.
Company-related statistics with previous year statistics and interactive charts.
Own masks for annual, monthly and weekly statistics as well as previous years: number of customers, promotions, offers, orders, invoices, reminders with corresponding sales values as well as sales tax and potential analysis.
Interactive line charts, freely definable for all available values.
Freely definable statistical sets to be able to record recurring periods as fast as lightning. Arranged statistics records are automatically available in customer-related and company-wide statistics.
Law-compliant travel book management for the management of travel books of any number of office cars used. Exactly one log book can be created per vehicle, all subsequent changes are logged.
Inventory management for the administration of any number of inventory products with automatic calculation of depreciation and monthly costs as well as own barcode type.
Individual settings
Any number of bank accounts, of which up to three can be displayed on print layouts.
Any number of address types and definition of a standard address type.
Entering legal information such as VAT ID, tax number and contact information in social networks.
Document archiving as PDF with freely definable automatically generated file names.
Any number of locations and branches.
Automatic data import and export as well as backup of all available data tables with direct display of the field definitions for each data table contained in the software.
Freely definable text templates for sending all document types from the invoicing module.
Any number of freely definable payment methods.
Freely definable number ranges for all document types including prefix and suffix.
Any number of booking accounts for bookings in the cash book.
Any number of statistical sets per user.
Four freely definable article revenue accounts for bookings in the cash book.
Freely definable and any number of product categories, Product options and product option values for item management.
Free definition of the value lists free selection, business areas, free fields, free selections, business areas, action types, action reasons, follow-up reasons, functions of contact persons, customer types, posting texts, cost centers etc.
Free definition of default values in input dialogs, which are taken into account when creating new users.
Assignment of any number of print layouts to the existing modules with preview.
User management and user defined settings
Management of all user master data such as name, department, greeting, abbreviation, extension, signature, e-mail, telephone, mobile and e-mail signature.
Custom display of the user interface (appearance).
Up to five freely definable buttons (Favorites buttons) per screen per user.
Individual settings such as document paths, appearance, tooltips or main menu view per user.
Freely configurable user rights and menu items in the main menu per user.
Each mask and each program part can be shown or hidden by the user.
Default values in input dialogs freely configurable per user.
Administration of employee master data such as vacation days, salary, tax office, office car and many other details.

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