Firmao CRM

About Firmao CRM

Firmao is an ERP and CRM software that is easily accessible from a web browser and enables you to manage all of your CRM needs and requirements. It comprises CRM incorporated with ERP, VOIP, task project management, and more. It lets you effortlessly register every data and connect with a specific customer to drive sales easily. Firmao CRM is an all-in-one platform to collect emails, phone calls, meetings, and notes in just a moment and to filter them securely. With this platform, you can effectively manage all the processes associated with running a business anytime, anywhere. This CRM software offers multiple distinct functionalities within the business to improve efficiency and increase growth rate. It lets users configure meetings, and set deadlines for tasks in a precise calendar tool. With this software, users can completely supervise and monitor the sales department; plan time tables duties and projects efficiently. The platform offers full data security, upgraded technological solutions, and extensive service system, all at a single place. Additionally, the platform offers easy integrations with all the other major platforms for enhanced collaboration.

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Pricing

Free Trial Not Available
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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

94%
Reviews

60%
Momentum

63%
Popularity

76%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)
Desktop App (Windows)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

Business Hours, Online

Firmao CRM Awards

# 17 Fastest Growing Software CRM Software
Q1 2024

# 18 Fastest Growing CRM Software
Q1 2022

Firmao CRM Features

Show Feature Explanation

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CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

94%

Unique Features

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Referral Tracking

Track and manage your referred customers.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Document Management

Ability to store and manage various information and documents in electronic format.

ERP Features

Warehouse Management

Keep your stock safe by using barcodes or serial/lot numbers

Supply Chain Management

A detailed overview of materials and finances as your goods exchange hands

Sales

Create attractive looking quotes and convert into actual sales

Stock Management

Keep a track of your inventory throughout the production cycle

HR Management

Offers tools and features that lets you effectively manage your present employees and hiring process

Financial Management

Handles functions like management of cash and utilisation of funds

Asset Management

Manages the entire lifecycle of the physical assets of your organization

CRM

Handles your contact database, follows up with potential customers and keeps them engaged

Accounting Management

Handling all your accounting functions like Bills payable, Bills Receivables, Payments, Receipts etc.

Dashboard

A digital insight of reports and other workings on a single screen

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Purchasing

Acquiring goods or services required for the business at minimal cost

Firmao CRM Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

Standard Others

€16 per User per Month billed Yearly

€21 per User per Month billed Monthly

Features

CRM - Customer Relationship Management
E-mail integration
VAT invoices, bills and receipts
Timesheeting, calendar and projects
Reports, charts
Quotes and orders
Cloud storage - 2GB per licence
Android and iOS mobile apps
Deadline reminders
OCR - invoice handling automation
Integration with automatic payments
Free technical support 8am-4pm Mon-Fri (email)

Professional Others

€30 per User per Month billed Yearly

€39 per User per Month billed Monthly

Features

Includes features of Standard plan, plus
Defining custom fields for your data
Chat, Livechat and Callback
Editable templates of invoices, quotes and agreements
E-mail templates and an autoresponder
Cloud storage - 10GB per licence
VoIP integration
Automatic cyclical invoice generation
Price groups and individual prices
Deals
Gantt, Kanban diagrams
Sales plan

Enterprise Others

€56 per User per Month billed Yearly

€75 per User per Month billed Monthly

Features

Includes features of Professional plan, plus
Customizations (paid extra)
Google, Outlook Calendar integration
E-mail and phone surveys
SMS service integration
E-commerce platforms integrations
Courier systems integrations
Maps integration
Document and tasks workflow
ERP - production
Zapier integration
Customer panel
Automations, Processes
Data analysis
Free technical support 8am-4pm Mon-Fri (email, phone) , 24h/365 (email)

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 07/03/2024 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

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Firmao CRM Reviews

User Rating

5/5 (Based on 81 Ratings)

Rating Distribution

Excellent
100%
Very Good
0%
Average
0%
Poor
0%
Terrible
0%

User Sentiments

User-Friendly Interface, Customization Options, Comprehensive Features, Responsive Customer Support

Limited Advanced Features, Complex Initial Setup, Limited Integration Options, Occasional Performance Issues

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Review Summary

Firmao CRM consistently receives positive reviews for its user-friendly interface, extensive customization options, and comprehensive business management features. Users praise its intuitive navigation, effective CRM and ERP tools, and robust automation capabilities that streamline operations and boost productivity. Firmao's responsive customer support and affordable pricing plans make it a compelling choice for businesses seeking to enhance their CRM strategies and drive growth. While some users suggest limited integration options and a potential learning curve, the overall positive feedback highlights Firmao's reputation as a reliable and valuable solution.