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Firmao CRM Description

The CRM Firmao software will allow you to create a customer database which will allow you to reduce the time it takes to acquire customers, increase conversions at all stages of the sales process, and efficiently and comprehensively service your existing customers. Firmao is a tool that helps to manage the sales department's work, including the sales funnel. It also acts as a contact centre for customers who are regular customers of the company.

Simple management of your customer base

Multiple Opportunities -
- Automating the sales process
- Increasing sales volume
- Effective contact with customers
- Comprehensive customer service
- Execution orders for customers

It is used in companies that require regular contact with leads and contractors. Firmao's CRM software can be used to plan dynamic development. Firmao's CRM software is simple and fast to implement. It takes approximately 1-2 weeks.

Pricing

Pricing Starts At:
$19 per user per month
Pricing Information:
CRM - Customer Relationship Management
E-mail integration
VAT invoices, bills and receipts
Timesheeting, calendar and projects
Reports, charts and data analysis
Offers and orders
Cloud storage - 2GB per licence
Android and iOS mobile apps
Deadline reminders
Free Trial:
Yes

Integrations

API:
Yes, Firmao CRM has an API

Reviews - 52 Verified Reviews

Total
ease
features
design
support

Company Details

Company:
Firmao
Year Founded:
2010
Headquarters:
Poland
Website:
firmao.net
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Product Details

Platforms
SaaS
Windows
Mac
Linux
iPhone
iPad
Android
Chromebook
On-Premises
Type of Training
Documentation
Live Online
Videos
Customer Support
Phone Support
Online

Firmao CRM Features and Options

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Billing and Invoicing Software

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

ERP Software

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Project Management Software

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Quoting Software

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Live Chat Software

Canned Responses
Customizable Branding
Geo Targeting
Offline Form
Proactive Chat
Screen Sharing
Third Party Integration
Transfers / Routing
Website Visitor Tracking

Firmao CRM Lists

  • Name: Anonymous (Verified)
    Job Title: CEO
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 10,000 - 19,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Firmao CRM - Transforming Businesses with Simplicity

    Date: Apr 05 2024

    Summary: Firmao CRM offers a refreshing alternative in a market often dominated by complex and expensive solutions. Its emphasis on simplicity, tailored approach for SMBs, and flexibility make it an attractive option for businesses looking to streamline their processes without breaking the bank. While it may not offer the same breadth of features as some of its competitors, its user-friendly interface and customization options make it a compelling choice for many businesses, particularly those in the early stages of growth. As Firmao continues to evolve and expand its feature set, it has the potential to carve out a significant niche in the CRM market.

    Positive: Firmao CRM stands out by prioritizing simplicity over overwhelming complexity. While many CRMs boast numerous features, Firmao focuses on delivering a streamlined user experience that even non-tech-savvy individuals can grasp quickly. Its intuitive interface reduces the learning curve, ensuring rapid adoption across teams.

    Negative: While Firmao CRM excels in simplicity, it may lack some of the advanced features found in more complex CRM solutions. Businesses with highly specialized needs or advanced automation requirements may find Firmao's feature set somewhat limiting.

    Read More...
  • Name: Radek M.
    Job Title: Admin
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: Administrator
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    CRM For SME

    Date: Jan 29 2024

    Summary: The service stands out for its efficiency and the speed at which it handles inquiries, guaranteeing a prompt and comprehensive responses. The system is designed to be user-friendly, making it accessible and easy to navigate. Additionally, it's priced attractively, offering competitive value for the price.

    Positive: Efficient service with quick responses to inquiries, ensuring that all questions are addressed promptly and thoroughly. The system is user-friendly. Furthermore, it's available at an attractive price point, offering very good value for its cost.

    Negative: The system, while functional, shows areas where design and flexibility could see notable improvements.

    Read More...
  • Name: Vlad A.
    Job Title: IT administrator
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: Deployment
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    A solid CRM solution

    Date: Jan 29 2024

    Summary: Once you've got the ropes, everything is working as intended. Big plus for the customer support. Firmao is a powerful and user-friendly CRM tool our company can recommend if you are looking for one.

    Positive: Firmao has significantly improved our workflow with its intuitive interface and powerful workflow and management features. Centralizing customer data has enhanced our decision-making, while the platform's analytics dashboards provide valuable insights. The responsive customer support ensures a smooth experience. This CRM solution is a must for any organization aiming to streamline operations, boost productivity, and elevate customer relationships.

    Negative: Customization is powerful, but may seem overwhelming at some times.

    Read More...
  • Name: Jagoda S.
    Job Title: Accountancy
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    I would like to share my positive opinion about the CRM software from Firmao CRM

    Edited: Jan 10 2024

    Summary: In conclusion, Firmao CRM is an excellent CRM tool that not only streamlines the customer relationship management process but also adapts to the unique needs of each company. As a user, I am very satisfied with its functionality and effectiveness, and its relatively low cost compared to competing products makes it an even more attractive solution. I recommend Firmao CRM to any company looking for an efficient and flexible CRM tool.

    Positive: Firstly, Firmao CRM is extremely intuitive and user-friendly. The interface is clear, making navigation through the program's features easy even for individuals who are not technology experts. Firmao CRM also offers many features tailored to the individual needs of the company. The ability to customize fields, reports, and other elements allows for better alignment of the program with the specificities of the business, which is a significant asset.

    Negative: The costs associated with purchase, implementation, and employee training may be higher than initially anticipated, which can be a challenge for smaller businesses.

    Read More...
  • Name: Michalina S.
    Job Title: Chief of company
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Using the Firmao CRM system

    Edited: Jan 09 2024

    Summary: I have been running a company for a few years now and employ an increasing number of staff. A CRM system helps me in my daily tasks. It is easy to use, so I recommend it to everyone.

    Positive: The advantage is certainly the cool design. Everything is clear, readable and simple. You can also choose a theme according to your preferences.

    Negative: I have no reservations, everything works very well. Lots of functionality, but everything is easy to find.

    Read More...
  • Name: Wojciech K.
    Job Title: Office Worker
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Really good CRM

    Edited: Dec 18 2023

    Summary: Reliability and versatility are the two most distinguishing features of this system. Continuously evolving. Firmao has become an essential element in my work. Highly recommended CRM.

    Positive: There are many things that I appreciate about the company in my work, but the following are the key points:
    Excellent communication with consultants. In situations where immediate assistance is needed, it can be obtained promptly.
    The company has a versatile CRM. It can be customized according to individual needs, regardless of the industry. In case of needing individual modifications, one can rely on professional advice and project implementation.
    Regular system updates that introduce many new features as part of the subscription.
    The system facilitates and speeds up many important aspects of the company's operations. In the three years of working in this environment, I have completed numerous diverse and complex analytical tasks that, without this CRM, would have taken me much longer.
    Reliable!

    Negative: Occasional system errors... but they are quickly identified and resolved.

    Read More...
  • Name: Kamil B.
    Job Title: Senior office worker for financial matters
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: Administrator, Deployment
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    A solid company in the CRM world!

    Edited: Dec 11 2023

    Summary: This user-friendly platform excels in centralizing customer data, providing a streamlined hub for efficient communication and task management. The system's intuitive design enhances our team's workflow, making work processes smoother and more collaborative. The sales pipeline visibility ensures we stay on top of opportunities, while the automation features significantly boost productivity.It's a catalyst for improved customer relationships, allowing us to tailor interactions based on comprehensive insights. With robust analytics, customization options, and seamless integration capabilities, Firmao stands out as a scalable solution, growing with our business needs. In summary, Firmao's CRM has transformed our operations, offering unparalleled convenience and efficiency in our daily tasks. Highly recommended!

    Positive: Main advantages of the program:
    Centralized Customer Data: Easy access to consolidated customer information for streamlined interactions
    Efficient Communication: Simplifies team communication with a shared space for updates and notes.
    Improved Customer Relationships: Enhances relationships by tracking interactions and preferences.
    Task and Activity Management: Organizes tasks and activities for more efficient work processes.
    Sales Pipeline Visibility: Provides a clear view of the sales pipeline for better tracking.
    Automation Features: Streamlines tasks, saving time and reducing errors.
    Analytics and Reporting: Offers insights into customer behavior and sales performance.
    Customization Options: Tailors to specific business needs with customizable features.
    Scalability: Adaptable to business growth and evolving needs.
    Integration Capabilities: Seamless integration with other tools for enhanced efficiency.

    Negative: At present, Firmao's CRM operates flawlessly, without any reported issues. The sole minor drawback lies in the limited OCR scans, requiring an additional fee. Despite this, the platform excels in seamless functionality, making it an effective and user-friendly solution for efficient customer data management.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: CEO
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 20,000 or More
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    My opinion

    Date: Dec 06 2023

    Summary: Firmao seems to be a well-rounded solution that addresses the varied needs of businesses, offering a user-friendly interface, robust features, and reasonable pricing plans. Businesses looking for a customizable and adaptable CRM and ERP system may find Firmao to be a suitable option for their requirements.

    Positive: Firmao appears to be a comprehensive cloud-based CRM and ERP solution that caters to a wide range of businesses, from small and midsize enterprises to large corporations. The integration of marketing and customer services, along with the accessibility from any web browser, positions Firmao as a versatile and user-friendly platform.

    Negative: Well, one aspect that some users might find challenging is the initial learning curve. Firmao, being a comprehensive CRM and ERP solution, has a range of features and functionalities. While this is a strength in terms of versatility, it can also be a drawback for new users who may need time to fully grasp the system. The complexity of customization might be another point of concern, especially for those with specific and unique requirements. Some users prefer more straightforward customization processes that don't require extensive training or technical expertise.

    Read More...
  • Name: Marek G.
    Job Title: Worker
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    The best program for company

    Edited: Dec 05 2023

    Summary: If you need a program that allows you to manage your business in a simple and clear way, I can recommend Firmao.

    Positive: Firmao's advantages is:
    The program is intuitive.
    It makes it possible for you to combine all the aspects of your company in a single program,
    The use of the program is simple and there is no need for special training,
    The creation of invoices is trivial,
    You can always count on staff support.

    Negative: After using it for so long, I can confidently say that Firmao is the most convenient and intuitive application. I saw no defects.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Marketing manager
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: Deployment
    Organization Size: 20,000 or More
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    I love this system

    Date: Nov 30 2023

    Summary: Our overall experience with Firmao has been positive, primarily due to its user-friendly design and customization options. The system has significantly improved our customer relationship management processes, leading to increased efficiency and better collaboration within our team. While there are areas for improvement, we would still recommend Firmao for businesses seeking a reliable CRM solution with the potential for further enhancements in the future.

    Positive: Firmao's CRM system stands out for its user-friendly interface, making it easy for our team to navigate and adapt quickly. The extensive customization options have allowed us to tailor the system to our specific needs, enhancing overall workflow efficiency. The seamless integration capabilities with other tools and platforms have streamlined our processes, fostering a more cohesive approach to customer relationship management.

    Negative: However, while Firmao offers a solid foundation, we have encountered some limitations in terms of reporting functionalities. A more robust reporting system would provide deeper insights into customer interactions, enabling us to make data-driven decisions more effectively. Additionally, although the initial onboarding process was smooth, ongoing support and training resources could be more extensive to further empower users and maximize the system's potential.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Menager
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: Deployment
    Organization Size: 20,000 or More
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    GREAT CRM SYSTEM

    Date: Nov 28 2023

    Summary: Firmao has simplified my business management experience. The seamless integration of CRM and ERP, coupled with easy implementation, suits my dynamic work style. Knowing it's hosted on Amazon's secure servers adds a layer of confidence. Continuous improvements reflect Firmao's commitment to evolving with market needs. From managing emails to payroll, it's a user-friendly tool that streamlines daily operations and remote management effortlessly, making it an invaluable asset in my business toolkit.

    Positive: - Effortless Integration
    - User-Friendly Interface
    - Anywhere Access
    - Data Security
    - Adaptive Updates

    Negative: -Dependency on Connectivity - While the dependence on connectivity may be seen as a drawback, it underscores Firmao's commitment to real-time collaboration and data synchronization. The emphasis on a connected environment ensures up-to-the-minute information, promoting agile decision-making.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: CEO
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Firmao CRM

    Date: Nov 23 2023

    Summary: Hi, I have been a CRM Firmao user for over 6 years. We use several Standard Advertising Agency licenses and one Professional license. We introduced a lot of our own fields and solutions that the company system allowed. . The functionality has already been added. We are satisfied with the functionality of CRM. We use many options and modify CRM by adding different options to suit our needs. The company meets most of our needs. We recommend this solution for new users to test and use in the future.

    Positive: Simple, intuitive system. It only takes 1 day and you can learn it. The system is practically for everyone, which means that it does not have to be an IT specialist or programmer.

    Negative: Too few options for changing reports, but additional reports can be added for an additional fee.

    Read More...
  • Name: Zoe J.
    Job Title: User
    Length of product use: 1-2 Years
    Used How Often?: Monthly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Firmao

    Date: Nov 20 2023

    Summary: Firmao CRM is a solid CRM solution that offers a wide range of features and capabilities. This is a good solution for companies that are looking for an easy-to-use and feature-rich CRM system.

    Positive: Firmao CRM offers a wide range of features that can help companies manage customer relationships. This includes features such as: contact management, task management, event management.

    Negative: Requires taking the time to read the instructions.

    Read More...
  • Name: Paulina N.
    Job Title: Office worker
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    I recommend

    Edited: Nov 21 2023

    Summary: I have been working on this program for over two years. Issuing an invoice takes several seconds, as does placing the product in the warehouse or creating a release document.

    Positive: A very intuitive, easy-to-use program. It's easy to correct the invoice and put the product into stock.

    Negative: I don't see any disadvantages, only advantages. The program is very simple.

    Read More...
  • Name: Pharma G.
    Job Title: Production company
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    My review

    Date: Nov 13 2023

    Summary: In conclusion, Firmao CRM has many advantages that can help pharmaceutical companies manage customer relationships and business processes. However, it is necessary to consider both the benefits and challenges of implementing such a solution and tailoring it to the company's specific needs.

    Positive: Firmao CRM helps monitor and manage customer contacts, which can be especially important in the pharmaceutical industry, where building and maintaining customer relationships is key.

    Negative: Implementing and maintaining a CRM system can involve costs for licensing, training, customizing the system to fit the company's needs, etc.

    Read More...