Firmao CRM module (Customer Relationship Management) is online system used to manage relationships with our company customers. Our software binds all three types of CRM systems in 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 clear calendar tool - take notes wherever you want. Assign responsible worker, project or business partner to chosen task or customer. Sort transactions - ongoing, past, future and potential. Use pop-ups and notifications system to remind your worker about important deals and terms. Manage efficiently your workers’ 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 have never been such easy! You can import your customer data in CSV extension to Firmao CRM software - we can help you: write firstname.lastname@example.org. 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 attache every type of file to some action, task or project to collect all of important data in one place - agreements scans, letters, official documents.
Firmao CRM system enables you to store full history of contacts with individual customer. In easy way you can 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 worker. Firmao CRM gives you an opportunity to have access to your data and files wherever you are. You can store data in cloud - invoices, reports, customer offers, bids and more.
CRM Firmao module is fully integrated with other Firmao CRM modules: Invoicing, Offers, bids and deals, Working schedules, ERP and stock management, Tasks, Projects, Asset management, Accounding, HR, salaries, Livechat, Documents workflow, Mailing and Newsletters, Call Center and Callback.