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Audience

Small and medium-sized manufacturing, service and sales companies

About Firmao CRM

Thanks to the implementation of the CRM Firmao software, you will create a customer database that allows you to shorten the time of customer acquisition, increase conversion at every stage of the sales process, as well as efficiently and comprehensively serve regular customers. Firmao helps to manage the work of the sales department, both in terms of the sales funnel, and acts as a contact center for regular customers of the company.

Simple management of the customer base:

- Multiple Sources of Opportunities
- Automation of the sales process
- Increasing the sales volume
- Efficient contact with the customer
- Comprehensive customer service
- Execution of orders for customers

It is implemented in companies where contact with leads or regular contractors is required. Firmao's CRM software is the best system for companies planning dynamic development. The implementation of Firmao's CRM is easy and quick. It takes about 1-2 weeks.

Pricing

Starting Price:
$19 per user per month
Pricing Details:
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:
Free Trial available.

Integrations

API:
Yes, Firmao CRM offers API access

Ratings/Reviews - 52 User Reviews

Overall 5.0 / 5
ease 4.9 / 5
features 4.9 / 5
design 4.7 / 5
support 4.8 / 5

Company Information

Firmao
Founded: 2010
Poland
firmao.net

Videos and Screen Captures

Firmao CRM Screenshot 1
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Product Details

Platforms Supported
Cloud
Windows
Mac
Linux
iPhone
iPad
Android
Chromebook
On-Premises
Training
Documentation
Live Online
Videos
Support
Phone Support
Online

Firmao CRM Frequently Asked Questions

Q: What kinds of users and organization types does Firmao CRM work with?
Q: What languages does Firmao CRM support in their product?
Q: What kind of support options does Firmao CRM offer?
Q: What other applications or services does Firmao CRM integrate with?
Q: Does Firmao CRM have an API?
Q: Does Firmao CRM have a mobile app?
Q: What type of training does Firmao CRM provide?
Q: Does Firmao CRM offer a free trial?
Q: How much does Firmao CRM cost?
Q: What pricing for support is available for Firmao CRM?
Q: What pricing for training is available for Firmao CRM?

Firmao CRM Product Features

Billing and Invoicing

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

CRM

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

ERP

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

Live Chat

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

Project Management

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

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

Firmao CRM Additional Categories

  • Bernard S.
    Managing director
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User, Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Boson Group Technology"

    Edited 2024-08-27

    Pros: CRM and all features to manage the leads.
    Clearance in use, easy to manage and work in daily basis.
    All documents in one place.
    Easy to manage tasks and work in progress with different teams and engagements.

    Cons: Lack of production features to reports production ongoing.
    Only basis documents at magazine - actually enough

    Overall: We are working on that ERP and we are satisfied. It is good that there is an opportunity to adjust some features and do customization.

    Read More...
  • A Firmao CRM User
    CEO
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 10,000 - 19,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Firmao CRM - Transforming Businesses with Simplicity"

    Posted 2024-04-05

    Pros: 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.

    Cons: 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.

    Overall: 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.

    Read More...
  • Radek M.
    Admin
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: Administrator
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "CRM For SME"

    Posted 2024-01-29

    Pros: 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.

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

    Overall: 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.

    Read More...
  • Vlad A.
    IT administrator
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: Deployment
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "A solid CRM solution"

    Posted 2024-01-29

    Pros: 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.

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

    Overall: 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.

    Read More...
  • Jagoda S.
    Accountancy
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    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 2024-01-10

    Pros: 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.

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

    Overall: 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.

    Read More...
  • Michalina S.
    Chief of company
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Using the Firmao CRM system"

    Edited 2024-01-09

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

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

    Overall: 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.

    Read More...
  • Wojciech K.
    Office Worker
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Really good CRM "

    Edited 2023-12-18

    Pros: 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!

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

    Overall: 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.

    Read More...
  • Kamil B.
    Senior office worker for financial matters
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: Administrator, Deployment
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "A solid company in the CRM world!"

    Edited 2023-12-11

    Pros: 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.

    Cons: 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.

    Overall: 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!

    Read More...
  • A Firmao CRM User
    CEO
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 20,000 or More
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "My opinion"

    Posted 2023-12-06

    Pros: 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.

    Cons: 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.

    Overall: 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.

    Read More...
  • Marek G.
    Worker
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "The best program for company"

    Edited 2023-12-05

    Pros: 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.

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

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

    Read More...
  • A Firmao CRM User
    Marketing manager
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: Deployment
    Company Size: 20,000 or More
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "I love this system"

    Posted 2023-11-30

    Pros: 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.

    Cons: 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.

    Overall: 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.

    Read More...
  • A Firmao CRM User
    Menager
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: Deployment
    Company Size: 20,000 or More
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "GREAT CRM SYSTEM"

    Posted 2023-11-28

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

    Cons: -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.

    Overall: 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.

    Read More...
  • A Firmao CRM User
    CEO
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Firmao CRM"

    Posted 2023-11-23

    Pros: 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.

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

    Overall: 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.

    Read More...
  • Zoe J.
    User
    Used the software for: 1-2 Years
    Frequency of Use: Monthly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Firmao"

    Posted 2023-11-20

    Pros: 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.

    Cons: Requires taking the time to read the instructions.

    Overall: 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.

    Read More...
  • Paulina N.
    Office worker
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "I recommend"

    Edited 2023-11-21

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

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

    Overall: 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.

    Read More...
  • Pharma G.
    Production company
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "My review"

    Posted 2023-11-13

    Pros: 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.

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

    Overall: 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.

    Read More...
  • PetShop X.
    Vet
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Firmao review"

    Posted 2023-11-07

    Pros: One of the biggest benefits of Firmao CRM is that it has helped me to automate many of my tasks. For example, I can now send automated emails to my customers about upcoming appointments, new products, and special promotions. This has saved me a lot of time and allowed me to focus on other aspects of my business.

    Cons: The implementation of the system was time-consuming.

    Overall: Firmao CRM has been a game-changer for my pet shop. It has helped me to streamline my operations, improve my customer service, and increase my sales.

    Read More...
  • Oliver M.
    CEO
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Firmao user"

    Posted 2023-11-06

    Pros: Intuitive, clear system, good price, lots of integration, makes it easy to manage employees and customers.

    Cons: Implementation of the system was time-consuming.

    Overall: I have been using Firmao for some time. It's a good CRM system that offers a wide range of features and integrations. It helps manage contacts, track sales, and automate marketing. The system is especially useful for SME companies that want to implement a CRM system, but do not have large budgets.

    Read More...
  • Abby G.
    Manager
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Good system"

    Posted 2023-10-30

    Pros: I have been using Firmao for several years. I have no reservations about the system, support is always helpful and responds quickly. I recommend.

    Cons: A stable Internet connection is needed for the system to work properly. I don't see any other disadvantages of the system.

    Overall: Good system at an attractive price. This is the best CRM that exists on the market. I am satisfied with the use, I do not intend to change.

    Read More...
  • Carl S.
    Manager
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great CRM"

    Posted 2023-10-26

    Pros: Firmao CRM offers a wide range of features, including contact management, lead management, sales pipeline management, customer service management, and marketing automation. This makes it a one-stop solution for businesses of all sizes.

    Cons: Some features were hidden, but thanks to quick technical support we received helpful answers.

    Overall: Firmao CRM is very user-friendly and easy to navigate. Even users with no prior experience with CRM software can quickly learn how to use Firmao.

    Read More...
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