Firmao CRM Pricing, Reviews and Features (September 2023)

Firmao CRM Features Show All Features

CRM Features

Quotes (Proposals)Quotation or a proposal is one which establishes a contractual relationship. A quotation is a supplier`s response to a request by a prospective customer - one legal entity offers a contract to another. The supplier is legally bound to the conditions of his quotation.
List ManagementList management is a series of procedures for gathering information about subscribers, analyzing their activities, ensuring the validity of their email addresses, cleaning an email list of inactive users, and so on. These steps assist companies in maintaining a healthy email list, which is essential for email marketing success.
Customer SupportCustomer support is a service provided to help customers resolve any technical problems that they may have with a product or service.
Marketing AutomationMarketing automation refers to software frameworks and technologies that help marketing departments and companies market more efficiently across multiple channels online while also automating tedious tasks. Marketing automation assists you in identifying potential buyers and automating the process of cultivating those leads to the point that they are ready to be sold to. It automates behaviors that bring customers to the point where they can be approached directly by the sales team with the goal of closing a deal and beginning a long-term partnership, and the data it collects can help you decide which marketing tactics to use.
Project ManagementProject management is the use of procedures, strategies, expertise, knowledge, and experience to meet particular project goals within agreed-upon guidelines while adhering to project approval requirements. Final deliverables are limited by a finite timeframe and budget in project management.
Product CatalogA product catalog is a type of marketing collateral that lists essential product details that help buyers make a purchase decision. These details include product features, descriptions, dimensions, price, weight, availability, color, customer reviews, and more.
Call LoggingCall logging/recording aids in the management and analysis of the sales calls. It may also allow you to make, receive, record, redirect, and assign ownership to calls, as well as serve as a call logger to ensure that missed calls are never forgotten again. Call logging gives you a better understanding of what's going on with your sales calls.
Contact ManagementThe process of storing, organizing, and monitoring information about your clients, prospects, and sales leads is known as contact management. In its most simple form, an address book or an Excel or Google spreadsheet with entries for all of the people with whom you do business can be used to handle your contact details. Many companies, on the other hand, prefer to use advanced contact management software. This is particularly useful if you have a large number of contacts to keep track of or several people who need access to the information.
Referral TrackingReferral tracking means collecting data across the entire referral process; from a customer registering to become a referrer, to them sharing a referral link or code with their friend, to that friend following that link or using that code to become a customer, or taking any other action that has value to you, like downloading an app — and everything in between.
Lead ScoringLead scoring is a methodology used by sales and marketing departments to rank leads, or prospective customers by assigning values to them based on their behaviour relating to products or services.

ERP Features

Warehouse ManagementA warehouse management system (WMS) consists of tools and processes that allow organizations to control and administer warehouse operations from the time goods or materials enter a warehouse until they move out. Warehouses sit at the center of manufacturing and supply chain operations because they hold all of the material used or produced in those processes, from raw materials to finished goods. The purpose of a WMS is to help ensure that goods and materials move through warehouses in the most efficient and cost-effective way. A WMS handles many functions that enable these movements, including inventory tracking, picking, receiving and put away.
Supply Chain ManagementSupply chain ecosystem typically consists of manufacturers, suppliers, distributors, retailers, and customers. Supply chain management (SCM) involves planning, execution, control, and monitoring of supply activities. An ERP solution takes care of physical aspects of supply that includes storage and transportation and the market aspect of effectively managing demand and supply to meet customer demands. Feature-rich ERP software adds value to the entire chain starting from material procurement to end- customer product delivery. An efficient ERP solution coordinates and integrates three key flows: material flows, information flows and financial flows. An ERP solution in SCM improves the accuracy of demand forecasting and ensures that the cost of inventory is minimized in case of large-batch production process.
SalesCreate attractive looking quotes and convert into actual sales
Stock ManagementEnterprise Resource Planning (ERP) stock management is a system that allows businesses to manage all aspects of their business on a single platform, including: stock, finance, planning, logistics and operations. An ERP stock management system provides real-time stock information to the entire organization. This is an important capability for businesses that plan to expand, have complex workflows or supply chains, need advanced automation, operate in “just in time” mode, sell many products or simply wish to maximize their investments in stock. Managing operations using a centralized system not only cuts down on double-handling but also allows for automation of daily tasks.
HR ManagementHuman Resource Management (HRM) is the term used to describe formal systems devised for the management of people within an organization. Essentially, the purpose of HRM is to maximize the productivity of an organization by optimizing the effectiveness of its employees.
Financial ManagementFinancial management is a process which brings together planning, budgeting, accounting, financial reporting, internal control, auditing, procurement, disbursement and the physical performance of the project with the aim of managing project resources properly.
Asset ManagementAsset management is the process of planning and controlling the acquisition, operation, maintenance, renewal, and disposal of organizational assets. This process improves the delivery potential of assets and minimizes the costs and risks involved. Adequate maintenance and proper deployment of systems, people, and processes ensure a positive enhancement of capital over the asset lifecycle.
CRMCustomer relationship management (CRM) is a technology for managing all your company's relationships and interactions with customers and potential customers.
Accounting ManagementHandling all your accounting functions like Bills payable, Bills Receivables, Payments, Receipts etc.
DashboardA dashboard is a data visualization tool that tracks, analyzes, and displays key performance indicators (KPI), metrics, and critical data points to track the progress of specific OKRs.
Project ManagementProject management is the use of procedures, strategies, expertise, knowledge, and experience to meet particular project goals within agreed-upon guidelines while adhering to project approval requirements. Final deliverables are limited by a finite timeframe and budget in project management.
PurchasingProcurement or purchasing is the act of obtaining goods, supplies, and/or services. Therefore, project procurement is obtaining all of the materials and services required for the project.

Firmao CRM Technical details

Support

Business Hours Online

Customer Type

Large Enterprises Medium Business Small Business

API

Location / Phone Number

Watford, England / +44 2034685372

Deployment

SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows

Official Website

https://firmao.net/

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Firmao CRM Reviews