Firmao CRM module (Customer Relationship Management) is an online system used to manage relationships with our company's customers. Our software binds all three types of CRM systems into one. It allows to gather all data regarding present and possible future customers in one place, assign and supervise tasks related to their service, and also to catalogue information about customers, transactions and marketing actions.
Using Firmao CRM you can easily register every data connected with particular customer. Collect all phone calls, emails, notes, meeting minutes in one place - and filter it in the fastest way. You can set up meetings, tasks, deadlines in a clear calendar tool - take notes wherever you want. Assign a responsible employee, project or business partner to chosen task or a customer. Sort transactions - ongoing, past, future and potential. Use pop-ups and notifications system to remind your employee about important deals and terms. Manage efficiently their timetables, plan their duties, leaves and projects. In this easy way you can fully monitor and supervise your sales department.
Uploading your current customer database has never been so easy! You can import your customer data in CSV extension to Firmao CRM software - we can help you: write a message to email@example.com. Thanks to email and VoIP integration you can use your data base and supervise every transaction. You can group and filter your customer database in any way you want.
Firmao CRM is the easy way to create reports, charts, spreadsheets and calculation forms regarding incomes, outcomes and turnovers of your company. Apart from that, you can attach every type of files to an action, task or a project to collect all important data in one place - agreements scans, letters, official documents.
Firmao CRM system enables you to store a full history of contacts with an individual customer. In an easy way youcan also set up individual pricing, bargains, offers, bids and transaction conditions. To control information flow in your company and data security you can hide informations about transactions and customers depending on a specific employee. Firmao CRM gives you an opportunity to have access to your data and files wherever you are. You can store data in a cloud - invoices, reports, customer offers, bids and more.