Firmao CRM services
Customer Relationship Management

Managing contacts with current and potential companies (e-mail service, telephone), the ability to store company's files in the cloud.

INVOICING, ORDERS, OFFERS

Issuing invoices, preparing orders and designing offer for contractors. Modifiable templates tailored to the needs of a given industry.

Quotes, bids and deals

Issuing quotes, orders, creating reports. Ability to create orders from quotes, generate contracts and automatically send invoices to contracts.

RECORDS OF WORKING TIME, TASKS, PROJECTS

Individual and team work, task management, shared employee calendars, online vacation schedule, Gantt chart, project management.

Asset Management System

Simple inventory of fixed assets in the company, comprehensive record of equipment and all related activities (purchase, disposal, repair).

ONLINE ERP - PRODUCTION, WAREHOUSE

Handling of warehouses, inventory levels and product price lists. Access to products and services. Generating current warehouse reports.

Callback, Livechat and Chat

Chat for convenient communication between employees, and better contact with companies with Callback, allowing you to leave a phone number, and Livechat, offering the company a live chat with your consultants.

Newsletter and company survey software

Sending out mailings to thousands of recipients with just a few clicks, statistics enabling the analysis of mailing effectiveness, support of surveys helping to examine e.g. the level of satisfaction of your companies.

Call Center and Contact Center

Integrated tools offering comprehensive solutions for running Call Center and Contact Center.

Documents workflow

Modern document workflow, which allows to keep order, automate and organize many processes in your company.

Integrations

Integration with Google Calendar, Allegro, iFon, Shoper, Zapier, BaseLinker, Ramzes, Furgonetka, Woodpecker, SALESmanago and much more.

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