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What is Firmao CRM?

Firmao CRM software enables you to establish a comprehensive customer database that streamlines the customer acquisition process, enhances conversion rates throughout the sales journey, and provides thorough support to your current clientele. This platform is designed to optimize the operations of the sales department, including managing the sales funnel effectively, while also functioning as a contact center for your loyal customers.

Efficiently managing your customer base allows for numerous opportunities, such as:
- Automating sales processes
- Boosting sales volumes
- Maintaining effective communication with clients
- Providing all-encompassing customer service
- Executing orders for clients seamlessly

This software is particularly beneficial for organizations that need consistent engagement with leads and partners. Additionally, Firmao's CRM solution is tailored for strategic growth, with a user-friendly interface that can be set up in just one to two weeks, making it an ideal choice for businesses looking to enhance their customer relationship management effortlessly. Ultimately, adopting Firmao can lead to a more organized and productive sales environment.

Pricing

Price Starts At:
$19 per user per month
Price Overview:
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 Offered?:
Yes

Integrations

Offers API?:
Yes, Firmao CRM provides an API

Screenshots and Video

Firmao CRM Screenshot 1

Company Facts

Company Name:
Firmao
Date Founded:
2010
Company Location:
Poland
Company Website:
firmao.net
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Product Details

Deployment
SaaS
Windows
Mac
Linux
iPhone
iPad
Android
Chromebook
On-Prem
Training Options
Documentation Hub
Online Training
Video Library
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English
Polish
Portuguese
Russian
Turkish
Ukrainian

Firmao CRM Categories and Features

Quoting Software

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

Live Chat Software

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

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

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

More Firmao CRM Categories

  • Reviewer Name: Michalina S.
    Position: Chief of company
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Using the Firmao CRM system

    Updated: 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...
  • Reviewer Name: Vlad A.
    Position: IT administrator
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: A Verified Reviewer
    Position: CEO
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 10,000 - 19,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: Jagoda S.
    Position: Accountancy
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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

    Updated: 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...
  • Reviewer Name: Radek M.
    Position: Admin
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: Bernard S.
    Position: Managing director
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Boson Group Technology

    Updated: Aug 27 2024
    Summary

    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.

    Positive

    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.

    Negative

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

    Read More...
  • Reviewer Name: Andrew W.
    Position: Selling specialist east coast
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Firmao is literally the best CRM

    Date: Jul 25 2023
    Summary

    Firmao is the software you are looking for when buying CRM, not like others when you either have to buy every option separately or it's just too difficult to set it up right. Firmao is straightforward with user - the biggest advantage of all.

    Positive

    Easy to use and set up. A lot of great functions, which I use daily in my company. Great support, with a lot of patient to fix all problems. Great integrations with programs that are very useful.

    Negative

    I don't think there is any, maybe there was slight problem at the beginning (first set up), but very helpful guy from tech support solved our problem very quickly and I could quickly configure software for my company.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Manager
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Thoughts about using

    Date: Jun 22 2023
    Summary

    Overall Firmao CRM is a good system with lots of useful features; I recommend it for small and mid size companies like mine. It helps with a daily workflow.

    Positive

    Firmao CRM is really easy to use, I didn’t have any problems when starting using it. If I need something it’s not hard to find; I can effectively run my business without worries. I'm really satisfied - you can customize everything you want; system is pretty intuitive.

    Negative

    Sometimes more advanced options are hidden, but you can find then anyway.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Marketing manager
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 20,000 or More
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: Mark T.
    Position: Business owner
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Very useful software

    Date: Sep 22 2023
    Summary

    I like Firmao. It is a great program especially when you want to improve your company and stay up to date with technical advantages. Also, tech support is a big help. They try to fix every issue you have. I can't complain. I can recommend Firmao to every business owner.

    Positive

    The best things about Firmao are price and convenience. It is easy to use. It helped my team to become more effective in sales.

    Negative

    I was missing crucial integration, but thankfully Firmao helped me to solve my issue.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: CEO
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: Aleksandra B.
    Position: HR specialist
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Company at work

    Date: Sep 06 2023
    Summary

    I recommend Firmao.

    Positive

    System speed and efficiency. Ease of use of the program,
    can be adapted to the company.

    Negative

    No objections, everything works fine.

    Read More...
  • Reviewer Name: Justyna Z.
    Position: Sales Specialist
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Firmao review

    Date: Sep 01 2023
    Summary

    FIRMAO is very easy and convenient CRM, full of useful function which really help to improve company.

    Positive

    The biggest pros is that you keep everything in one place. It's very helpful that you can find all things about customers: invoices, orders, e-mails etc. Personally I really appreciate customer and technical support.

    Negative

    We use FIRMAO about three years and it's really difficult for me to find anything I don't like about this system.

    Read More...
  • Reviewer Name: Marcelina B.
    Position: CEO
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Good system in the practice

    Updated: Oct 10 2023
    Summary

    We have been using Firmao (Firmao.pl, Firmao.io) continuously for six years and despite the significant development of our company, that system give us all what we need. I recommend it very much.

    Positive

    Functionalities.
    Fast, effective support.
    Personalisation possibilities.
    Intuitive usage and implementation.

    Negative

    There is lack of disadvantages in that system because it is optimal for me.

    Read More...
  • Reviewer Name: Kamil B.
    Position: Senior office worker for financial matters
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    A solid company in the CRM world!

    Updated: 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...
  • Reviewer Name: A Verified Reviewer
    Position: CEO
    Has used product for: 2+ Years
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Review of Firmao CRM

    Updated: Aug 16 2023
    Summary

    I recommend - in my opinion, the system is a great help in running a company, both for a company that is just entering the market and for one that has been operating for many years.

    Positive

    In my opinion, the biggest advantage of the Firmao CRM system is its orderly appearance. I can easily find the functions I need. In addition, the system is multifunctional, everything is in one place.

    Negative

    A disadvantage may be the lack of integration with social media.

    Read More...
  • Reviewer Name: Justyna A.
    Position: Saleswoman
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Review crm

    Date: Sep 20 2023
    Summary

    Firmao makes running a business easier and has the best prices for me compared to the competition. I recommend

    Positive

    What I like most about Firmao is that I have everything in one place. The system is transparent. I have access to invoices, I control the status of products, I can see the working time of employees.

    Negative

    Requires taking the time to read the instructions.

    Read More...
  • Reviewer Name: Adam C.
    Position: Project Manager
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great CRM

    Date: Oct 11 2023
    Summary

    I recommend this CRM system for every company with sales process.

    I have been using it for almost 2 years and I am satisfied.

    Positive

    - really good for sales process
    - you can do your own kanban and filter it really easily
    - the program is "user-friendly"
    - good communication with staff
    - individual solutions

    Negative

    - you have to pay a fee for every change in your CRM

    Read More...
  • Reviewer Name: PetShop X.
    Position: Vet
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Firmao review

    Date: Nov 07 2023
    Summary

    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.

    Positive

    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.

    Negative

    The implementation of the system was time-consuming.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: CEO
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 20,000 or More
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
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