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Firmao CRM report
Firmao CRM mobile

Firmao CRM

Brand : Firmao

Starting at € 21

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Efficiently manage sales, projects, invoicing, marketing, ERP integration, and workflow automation with Firmao CRM software....Read more

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Firmao CRM Software Pricing, Features & Reviews

What is Firmao CRM?

Firmao CRM is a comprehensive customer relationship management software offered by Firmao, a leading business software company. This versatile CRM solution excels in managing sales opportunities sourced from various channels including mailing, cold calling, live chat, Google Ads, Facebook, and callback services, all within a centralized platform.

The software empowers businesses with robust sales processes and seamless data integration capabilities, enabling efficient conversion tracking at every stage of the sales funnel.

It also offers features for timesheet management, task organization, and project tracking. It offers tools for recording employee and subcontractor working hours, assigning tasks, and analyzing project profitability through Kanban and Gantt diagrams. Firmao CRM serves as both remote work management and employee tracking software.

Additionally, it facilitates project costing and ensures streamlined workflow across teams. Firmao's invoicing capabilities simplify billing processes for businesses, allowing easy issuance of invoices with customizable designs.

From printing invoices to sending them via email, Firmao CRM automates recurring billing and subscription management, as well as debt collection tasks. This integrated solution enhances financial management by centralizing invoicing and payment tracking activities.

This CRM software also supports lead generation by enabling lead capture from various sources, conducting email campaigns, and facilitating cold calling initiatives through its integrated call center software. Live chat and callback modules enhance customer engagement on company websites, while landing pages seamlessly integrate with the sales opportunities module, optimizing lead conversion strategies.

Why Choose Firmao CRM Software?

  • Optimal Sales Performance: Empower your sales team with centralized sales management, fostering better collaboration and driving higher conversion rates.
  • Enhanced Project Efficiency: Improve project planning and execution with integrated task management and project tracking features, ensuring timely delivery and profitability.
  • Streamlined Financial Management: Simplify invoicing and billing processes, automate debt collection, and gain insights into financial performance, facilitating better decision-making.
  • Effective Lead Generation: Utilize diverse lead generation tools, from email campaigns to live chat modules, to attract and nurture leads, boosting sales growth.
  • Seamless Business Integration: Integrate with a wide range of ERP systems and external platforms, ensuring smooth data flow and comprehensive business management.
  • Operational Automation: Automate repetitive tasks, streamline document workflows, and optimize fleet tracking, saving time and resources while maximizing productivity.

Benefits of using Firmao CRM Platform

  • Streamlined Sales Operations: Centralize sales processes and data from multiple sources, enhancing efficiency and productivity in managing sales opportunities.
  • Integrated Project Management: Seamlessly track project tasks, timesheets, and profitability, ensuring optimal resource allocation and project success.
  • Simplified Invoicing: Automate invoicing processes, customize invoice appearance, and manage recurring billing effortlessly, improving cash flow management.
  • Enhanced Marketing Capabilities: Generate leads from diverse channels, conduct targeted email campaigns, and optimize cold calling efforts, fostering lead conversion and customer acquisition.
  • Comprehensive ERP Integration: Access extensive ERP functionalities, including inventory management, order processing, and warehouse control, streamlining business operations.
  • Efficient Workflow Automation: Design and implement optimized sales processes, automate document workflows, and enhance fleet tracking, maximizing operational efficiency.

Pricing of Firmao CRM

The pricing of Firmao CRM starts at € 21 on techjockey.com. techjockey.com.

The pricing model is based on different parameters, including extra features, deployment type, and total users. For further queries related to the Firmao CRM, you can contact our Firmao CRM team and learn more about the pricing and offers.

Firmao CRM Pricing & Plans

Standard
  • VAT invoices, bills and receipts
  • Quotes and orders
  • Cloud storage - 2GB per licence
  • E-mail integration
  • Timesheeting, calendar and projects
  • Reports, charts
  • Android and iOS mobile apps
  • Deadline reminders
  • OCR - invoice handling automation
  • Integration with automatic payments
    • Users
    • Monthly
Starting at € 21
Professional
  • Defining custom fields for your data
  • E-mail templates and an autoresponder
  • Cloud storage - 10GB per licence
  • All Standard functionalities and:
  • Chat, Livechat and Callback
  • Editable templates of invoices, quotes and agreeme
  • VoIP integration
  • Automatic cyclical invoice generation
  • Price groups and individual prices
  • Deals
    • Users
    • Monthly
Starting at € 39
Enterprise
  • Defining and displaying object-oriented additional
  • SMS service integration
  • E-commerce platforms integrations
  • All Professional functionalities and:
  • Google, Outlook Calendar integration
  • E-mail and phone surveys
  • Courier systems integrations
  • Maps integration
  • ERP - production
  • Zapier integration
    • Users
    • Monthly
Starting at € 75
Supreme
  • All Enterprise functionalities and:
  • Additional paid adaptation of the system to specif
  • Workflow automation module
  • Text fragment automation module
  • Meeting scheduler
  • Marketing campaigns
  • AI assistant
  • Transcription and summary of conversations with AI
  • Facebook integration
  • Two-factor authentication (2FA)
    • Users
    • Monthly
Starting at € 103

Firmao CRM Features

Customer Data Management (CDM)

  • icon_check Contact Management Store, organize, and access customer contact details for easy retrieval and updates.
  • icon_check Account Management Track and manage business relationships with key accounts and clients.
  • icon_check Customer Profiles Build comprehensive profiles with data on preferences, interactions, and purchase history.
  • icon_check Contact Segmentation Group contacts based on behavior, demographics, or interests for personalized engagement.
  • icon_check Activity History Record and review all past customer interactions, including calls, emails, and meetings.

Sales Management

  • icon_check Lead Management Capture, track, and nurture leads across different stages of the sales cycle.
  • icon_check Order Management Track and manage orders from customers to ensure timely fulfillment and accurate billing.
  • icon_check Quote Management Generate accurate, branded quotes and proposals to accelerate sales processes.
  • icon_check Sales Forecasting Predict future sales and revenue using historical data and current opportunities.
  • icon_check Deal Management Organize, prioritize, and manage deals, ensuring timely follow-up and closure.
  • icon_check Workflow Automation and Management Automate repetitive tasks and workflows to improve sales team efficiency.
  • icon_check Opportunity & Pipeline Management Visualize and track deals through stages from lead generation to closing.
  • icon_check Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination.
  • icon_check Territory Management Assign, monitor, and optimize sales territories to improve regional sales efforts.
  • icon_check Sales Automation Automate tasks like follow-up emails, lead assignment, and reminder notifications.

Marketing Automation

  • icon_check Email Marketing Design and send personalized email campaigns, track opens, clicks, and conversions.
  • icon_check Customer Segmentation Group customers based on behavior, demographics, or preferences for tailored campaigns.
  • icon_check Campaign Management Plan, execute, and monitor marketing campaigns across channels and touchpoints.
  • icon_check Lead Nurturing Engage and educate leads over time with targeted content to move them toward conversion.
  • icon_check Customer Journey Tracking Monitor and analyze the customer journey from awareness to purchase.
  • icon_check Event-Triggered Workflows Automate responses and actions based on customer behaviors (e.g., email opens, site visits).
  • icon_check Automated Campaigns Automatically trigger campaigns based on customer behavior, interests, or milestones.

Data Sourcing / Integrations

  • icon_check Data Import/Export Easily import/export customer and business data in bulk or via integration with other systems.
  • icon_check Calendar Integration Sync CRM with calendars to schedule and manage appointments and follow-ups.
  • icon_check Third Party Integrations Connect CRM with a variety of third-party tools and services to enhance functionality.
  • icon_check eCommerce Integrations Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.
  • icon_check API Access Customizable API for integrating with other business applications or extending CRM capabilities.
  • icon_check Marketing Tools Integration Integrate with marketing platforms (e.g., Google Ads, HubSpot) to enhance campaign effectiveness.
  • icon_check Social Media Integration Manage social media accounts and track customer engagement directly within the CRM.
  • icon_check Email Marketing Tools Integration Connect CRM with email platforms like Mailchimp or SendGrid for seamless campaigns.
  • icon_check Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support.

Collaboration Tools

  • icon_check Task / Activity Management Assign, track, and manage tasks and activities to ensure team productivity and accountability.
  • icon_check Document Sharing & File Storage Store and share important files, documents, and customer resources easily.
  • icon_check Omnichannel Support Provide consistent customer support across multiple channels, including email, chat, and social media.
  • icon_check Team Communication Enable real-time internal communication between teams with built-in messaging or chat features.

Security & Compliance

  • icon_check Role-Based Access Control (RBAC) Control user access based on their roles, limiting access to sensitive data.
  • icon_check Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans.
  • icon_check GDPR & Data Privacy Comply with regulations such as GDPR, HIPAA, and CCPA. to protect customer privacy.
  • icon_check Data Encryption Encrypt data both at rest and in transit to safeguard customer information.
  • icon_check Audit Trails Maintain a log of all user actions for accountability and security auditing.

AI & Machine Learning

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Lead Scoring Use AI to score leads based on their likelihood to convert, helping prioritize sales efforts.
  • icon_check Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Reporting & Analytics

  • icon_check Real Time Analytics Monitor and analyze real-time data to make timely, informed decisions.
  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Custom Dashboards Create personalized dashboards to visualize key metrics and data relevant to your business.
  • icon_check Sales Performance Reports Track individual and team sales metrics, including revenue, win rates, and pipeline health.
  • icon_check Customer Insights Analyze customer behavior and interactions to gain actionable insights for better engagement.
  • icon_check Campaign Performance Measure the effectiveness of marketing campaigns, including ROI, reach, and conversion rates.
  • icon_check Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning.
  • icon_check Performance Tracking Monitor team performance across various functions, tracking progress against KPIs.

Alerts & Notifications

  • icon_check Customer Interaction Alerts Get notified when customers engage with emails, forms, or other touchpoints.
  • icon_check Event-Triggered Notifications Automatically notify users of key events, such as new leads, meetings, or customer actions.
  • icon_check Custom Workflow Alerts Create custom alerts for specific workflows or actions, ensuring nothing gets missed.
  • icon_check System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution.
  • icon_check Workflow Trigger Alerts Alert users when specific workflow conditions or triggers are met.
  • icon_check SLA Violations Receive notifications when service level agreements are breached or approaching deadlines.
  • icon_check Lead Activity Alerts Get alerts when leads take important actions (e.g., filling out a form or making a purchase).

Firmao CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Windows iOS Android MacOS Windows(Phone) Linux
  • DesktopMobileTabletiPad
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises, SMBs, SMEs, MSMBs, MSMEs
  • Phone, Email
  • In Person, Videos
  • English

Firmao CRM Reviews

97%

Have recommended this product

Overall Score

4.9/5
Based on 9 Reviews

Review this product

Your valuable feedback helps others like you make a better decision.

Pros

pros_icon “Firmao is user-friendly with an intuitive interface, making it easy for new users to get started. Their customer support is responsive and helpful.” Julian - Jun 21, 2024

Cons

cons_icon “Enhancements in user interface customization, additional integration options, and better communication with partners and clients could further improve the platform.” Julian - Jun 21, 2024

R

Rambo

Verified reviewer:linkedin_verify

Founder, Accounting

2-100 Employees

Reviewed on: Mar 18, 2024

5/5

“Users can adapt the CRM to align perfectly with their unique requirements.”

Pros :

Cons :

Reason to switch : Firmao CRM welcomes users with an interface that's both sleek and easy to navigate. Its user-friendly design ensures that individuals, regardless of their familiarity with CRM systems, can quickly find their way around.

Features

5/5

Value for Money

5/5

Customer Support

5/5

Ease of Use

5/5

Likely to Recommend

10/10
I

Iness

Verified reviewer:linkedin_verify

Cybersecurity Analyst, Project Management

2-100 Employees

Reviewed on: Apr 12, 2024

5/5

“Best CRM with user friendly interface!”

Firmao emerges as a robust and versatile business management solution, offering a comprehensive set of features, an intuitive interface, and powerful automation capabilities to streamline operations and enhance productivity. While it may encounter limitations in terms of integration options, customization flexibility, and the learning curve for advanced features, its user-friendly design and efficiency-enhancing tools make it an invaluable asset for businesses striving to optimize their operations. With continual updates and improvements, Firmao holds the potential to solidify its position as a top-tier choice for businesses seeking an all-encompassing management solution.

Pros :

Cons :

Features

5/5

Value for Money

5/5

Customer Support

5/5

Ease of Use

5/5

Likely to Recommend

10/10
J

Julia

Verified reviewer:linkedin_verify

Co-founder, Software Development

1000+ Employees

Reviewed on: May 13, 2024

5/5

“FirmaoCRM has truly transformed the way we handle our business operations.”

One of the outstanding features of FirmaoCRM is its user-friendly interface. Navigating through the platform is intuitive, and our team was able to adapt to it with minimal training. This ease of use has significantly boosted our productivity as there is no steep learning curve for new users.

Pros :

Cons :

Reason to switch : FirmaoCRM offers automation capabilities that streamline repetitive tasks and workflows. Users can automate email notifications, task assignments, and follow-up reminders based on predefined triggers or conditions. This helps save time and ensures consistency in communication and task execution.

Features

5/5

Value for Money

5/5

Customer Support

5/5

Ease of Use

5/5

Likely to Recommend

10/10

Firmao Company Details

Brand Name Firmao
Information Firmao is a modular software for managing an online company.
Founded Year 2012
Director/Founders Rafal Namiecinski
Company Size 1-100 Employees

Firmao CRM FAQ

A Firmao CRM is compatible with Windows, macOS, and Linux device systems.
A Yes, Firmao CRM is available for Android devices.
A Firmao CRM supports web-based deployment.
A The pricing of Firmao CRM starts at € 21 on techjockey.com.
A Firmao CRM caters to businesses of all sizes seeking streamlined customer relationship management, project optimization, and financial control.
A Firmao CRM platform demo is available with techjockey.com.
A Yes, Firmao CRM is available for free.
A No, Firmao CRM does not offer a free trial.
A Software installation is not needed since it supports web-based deployment. So just open the setup wizard and get started.
A Firmao CRM integrates sales, project management, invoicing, marketing, ERP functionalities, and workflow automation to streamline business operations and enhance efficiency.

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