CRM online - customer relationship management

Firmao CRM module (Customer Relationships Management) is online system used for management of relationship with company customers. It allows to gather in one place all data regarding present and possible future customers, assign and supervise tasks related to their service, to catalogue information about customers, transactions and marketing actions.

CRM module functionalities:

  • Customer database management:
    • assigning customers to groups
      • customer access privileges based on groups
      • assigning employees to any amount of customer groups
    • contact details database
    • possibility to assign many contacts to one customer
    • search engine including filters which can be saved and used in future
    • mass printing of addressed envelopes
    • customer data download from CSO
  • Customer contact management:
    • storage of content relating meetings, phone calls and email
    • planning future contacts and following past events
    • calendar of actions with ability to assign to employee/project related with Firmao time management system service
    • finished, current and planned transactions database
    • planning, archivisation and control of payments module
  • CRM integration with virtual VoIP switchboard (Simplisity, Otelafrica) perfect for use in call center. More
  • Email integration. More
  • Stock management - use Firmao as stock management software. More
  • Integration with task management module
    • Relating tasks with customers
    • Automatic tasks cost calculation for given customer
    • Assigning subcontractors to tasks
  • Bids and orders management. More
  • Access to CRM data only for authorised users: administrators and salespeople
  • Reports system with advanced filtering
  • Editable reports, invoices, bids, orders and stock documents templates
  • Adding attachments
  • Creating custom additional data fields for objects
  • Reminders about dates and deadlines