Suppose you have been looking around for the best solution for managing your CRM and ERP requirements. In that case, you are reading just the right post, as we will give you a comprehensive Firmao Review, a piece of software with a built-in, multi-level warehouse management system that gives you and your team total control over production and stock documents.
What is Firmao CRM?
Firmao is an ERP and CRM software developed to allow users to effortlessly manage all of their CRM needs and requirements. It includes VOIP, task project management, CRM integrated with ERP, and more. It enables you to connect with a specific customer to simply generate sales and register all data with ease.
In order to promote productivity and growth rate inside the company, this CRM software offers various unique functionalities. It offers customers a precise calendar application where they can schedule meetings and specify task due dates.
Firmao Software Features
Firmao includes a wide range of modules beyond only customer relationship management (CRM) and enterprise resource planning (ERP). Also particularly impressive is Firmao’s fully functional cloud-based ERP system, which integrates flawlessly with the online CRM system at the enterprise level.
Customer Relationship Management (CRM) – Centralized management of sales chances from different channels (email, live chat, Google AdWords, Facebook, callback). Download CRM applications. Sales procedures. Software for integrating data. At each level of the sales funnel, conversion control.
Time and Project management – Keeping track of the hours that workers and contractors put in. Determining, carrying out, and recording a project’s or task’s profitability. Gantt charts with kanban boards. Software for managing remote work as well as staff tracking. Project costing.
Invoicing Program – With customer management software, you may send invoices to your clients with ease. You can alter the way invoices look as necessary. Mailing invoices through email or printing them. Software for managing recurring billing and systems for billing subscriptions. Automation of invoice generation, invoice issuance, and invoice delivery.
Marketing – Acquiring leads from a variety of sources. Emailing campaigns. The top call center application. Callback campaigns (CRM phone VoIP services, cloud calling software, and call tracking software). Website module for live chat and callback for your business. Website visitors who are leads. Integrated landing pages for the sales opportunities module.
Enterprise Resource Planning (ERP) – Pricing lists for the goods and/or services offered by the company. Orders for the assembly of goods from parts. The software facilitates inventory control, warehouse administration, stock paperwork, history and records of stock levels, and much more.
Processes – Designing the best possible jobs, projects, and sales processes. Document and invoice workflow. Program for tracking a fleet. Automation of business processes made possible by the straightforward specification of business rules.
Firmao has also built out a dedicated AI and automation layer since our last look at the platform. It now generates email replies, summarizes client interactions, auto-completes company and contact data, and transcribes voice notes, alongside unlimited custom automation rules for lead follow-ups and repetitive sales tasks. A separate Service and Complaints module has also been added for teams handling post-sale support tickets.
CRM Solutions offered by Firmao
Firmao currently offers the following CRM services:
- CRM for B2B
- CRM for a large business
- CRM for medium business
- CRM for small business
- CRM for a marketing agency
- CRM for a manufacturing company
- CRM for remote teams
- CRM for an online shop
- CRM for a training company
How does Firmao CRM work?
Firmao CRM allows users to quickly and securely gather emails, calls, meetings, and notes. With this software, you can efficiently manage every aspect of running a business from anywhere at any time.
With the help of this program, users may effectively schedule tasks and projects while totally supervising and monitoring the sales department. The platform provides comprehensive data protection, modern technical advancements, and a robust service network all in one location. The platform also provides simple connectors with all the other key platforms for improved cooperation.
You can contact your prospects by phone, SMS, and email. In order to increase productivity, it also offers invoicing features that can automate procedures like debt collection and invoice issuance. Many platforms can be integrated with Firmao. It works with eCommerce programs and websites, allowing you to generate leads from your landing pages.
Why is Firmao CRM better than others?
Firmao is a dependable software for warehouse management, sales CRM, and corporate administration systems for small businesses. It is also suitable for small enterprises that work online. Their support service for customers is also highly acclaimed, having garnered countless favorable reviews every year, often ranking higher than other competing software.
Furthermore, Firmao is also extremely easy to use and understand. Its modular design makes it simpler to adapt to specific demands.
Supported Integrations
Firmao supports over 1000+ integrations, allowing users to connect Firmao with their favorite utility apps to enhance the functionality and efficiency of their work.
E-commerce
- Allegro
- PRESTA-Shop
- Shoper
- SALESmanago
- WooCommerce
**And more!
Communication
- Zoom
- JustCall
- CloudTalk
- CloudTalkZapier
- Nvoip SMS
- Google Meet
- Toky
- Drift
- CallHippo
- CallRailr
- Twilio
- Microsoft Teams
**And more!
Accounting
- Sage
- Stripe
- Xero
- Paycove
- QuickBooks
- Marketing automation
- Woodpecker
- Mailchimp
- Gmail
- Zapier
**And more!
Payments
- Way2Send
- Przelewy24
- Transport
- Globkurier
- Furgonetka
**And more!
Calendar
- Kalendarz Google
- Calendar Google
Firmao Pricing
Firmao currently offers four pricing tiers, each billed monthly or with discounts of up to 26% on longer subscriptions. Every employee can be assigned a different plan, so companies only pay for the features each person actually needs. Prices below are net (before VAT) and shown at the annual rate.
- The Standard Plan starts around €16 per user per month on an annual subscription. It covers core CRM, invoicing with automatic invoice scanning (OCR), email integration, basic offers and orders, reporting, and two-factor authentication.
- The Professional Plan runs about €30 per user per month annually. Everything in Standard is included, plus bank account connections, live chat and callback, editable document templates, VOIP integration, recurring invoices, and Gantt and Kanban charts.
- The Enterprise Plan is priced around €56 per user per month annually. This tier adds the full ERP and warehouse management system (WMS), e-commerce integrations, SMS messaging, process automation, and advanced analytics.
- The Supreme Plan: The newest tier, at roughly €79 per user per month annually. It layers in Firmao’s AI assistant, automatic transcription and summarization of client conversations, custom feature programming, marketing automation email sequences, and integrations with WhatsApp and Microsoft Teams.
Who should use Firmao CRM?
Firmao is designed for small and medium-sized companies in production, services, and sales. It is used in businesses where getting in touch with leads or regular contractors is necessary.
The best CRM system for businesses looking to grow quickly and those in need of a remote teamwork tool to manage remote workers is Firmao software CRM online.
Why do we recommend Firmao?
Managing customer interactions, facilitating resource planning, and enhancing collaboration and productivity are the key advantages of Firmao.
Manages customer relationships
Firmao assists you in managing client interactions, from generating leads to securing payments. It provides a variety of channels for sales opportunities, including cold calling, live chat, and email campaigns. You can connect your eCommerce sites with it as well in order to collect leads from website users.
Firmao offers customizable email templates as well as an autoresponder to make sure you don’t miss contacts with potential customers. You may also manage goods shipments and create and update invoices.
Enables resource planning
You can monitor your goods and services using Firmao. It offers stock tracking and inventory control. It also enables you to finish resource planning procedures like procuring components and production. Tools for managing warehouses are provided by Firmao. You can also charge different prices for groups of people and individuals for your goods and services.
Improves collaboration and productivity
Firmao enables team collaboration so you may increase output and effectiveness. It enables you to monitor hours worked, active projects, and task advancement. Furthermore, Gantt and Kanban diagrams are provided for improved project management. Workflow generation and process automation are supported by Firmao.
Integration Options
Additionally, it provides connectivity to marketing automation platforms such as Woodpeckers and MailChimp, as well as payment platforms such as Przelewy24 and Way2Send. Firmao produces useful analytics that can be used to improve your performance.
Great technical support
In addition, the provider offers phone and email help for any problems you might run across. Firmao is accessible on Android and iOS devices and may be set up either on-premises or in the cloud.
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Conclusion
Firmao is the ideal online CRM system for small- and medium-sized manufacturing, service, and sales businesses, combining marketing and customer support. Since it is completely adaptable, virtually any business can modify the software, particularly the CRM and ERP systems, to meet their specific needs at any given time.
The browser-based platform is accessible from anywhere and on any internet-connected device. While the licensing options are widely distributed in terms of features and capabilities to suit the target business size and scale exactly, the pricing is also reasonably inexpensive.
