CRM - Customer Relationship Management
VAT invoices, bills, receipts, accounting notes
Timesheeting, calendar and projects
Reports, charts
Quotes and orders
Cloud storage - 2GB per licence
Android and iOS mobile apps
Deadline reminders
OCR - invoice handling automation
Integration with automatic payments
Free technical support 8am-4pm Mon-Fri (e-mail, chat)
Plan Standard plus
Direct connection to your bank account
Defining custom fields for your data
Chat, Livechat and Callback
Editable templates of invoices, quotes and agreements
E-mail templates and an autoresponder
Cloud storage - 10GB per licence
Automatic cyclical invoice generation
Price groups and individual prices
Deals
Gantt, Kanban diagrams
Sales plan
Plan Professional plus
Google, Outlook Calendar integration
E-mail and phone surveys
SMS service integration
E-commerce platforms integrations
Courier systems integrations
Maps integration
ERP - production
Zapier integration
Customer panel
Automations, Processes
Data analysis
Free customization of the offer template by Firmao consultants
Free technical support 8am-4pm Mon-Fri (e-mail, phone, chat)
Plan Enterprise plus
Possibility of programming additional functionalities (additionally paid)
Workflow automation module
Text fragment automation module
Meeting scheduler
Email Sequences
AI assistant
Transcription and summary of conversations with AI
Facebook integration
Integration with Microsoft Teams
Two-factor authentication (2FA)
Marketing automation
Automatic completion of company/customer contact data using AI
Integration with Facebook Messenger
Increased limits on the number of e-mail accounts, leads visiting the website and OCR
Free technical support 8am-4pm Mon-Fri (e-mail, phone, chat) , 24h/365 (e-mail)
Compare licences |
Standard
|
Professional
|
Enterprise
|
Supreme
|
|---|---|---|---|---|
| Free tech support |
✓
|
✓
|
✓
|
✓
|
| No installation fee | ✓ | ✓ | ✓ | ✓ |
| CRM system online (access via a web browser) | ✓ | ✓ | ✓ | ✓ |
| Tasks, projects and a calendar | ✓ | ✓ | ✓ | ✓ |
| Working schedules | ✓ | ✓ | ✓ | ✓ |
| Invoicing | ✓ | ✓ | ✓ | ✓ |
| Asset management system | ✓ | ✓ | ✓ | ✓ |
| API integration | from 30€ | from 30€ |
✓
|
✓
|
| Reports in PDF, CSV, Excel | ✓ | ✓ | ✓ | ✓ |
| Visible changes in the history | ✓ | ✓ | ✓ | ✓ |
| Data import from your files | ✓ | ✓ | ✓ | ✓ |
| Attachments (cloud storage, GB per user) | 2GB | 10GB |
unlimited |
unlimited |
| Quotes and orders | ✓ | ✓ | ✓ | ✓ |
| Simple cost estimations | ✓ | ✓ | ✓ | ✓ |
| E-mail account integration |
✓
|
✓
|
✓
|
✓
|
| Number of supported e-mail accounts for one license | 1 | 1 | 1 | 3 |
| Direct connection to your bank account | ✓ | ✓ | ✓ | |
| Pop-ups and notifications | ✓ | ✓ | ✓ | |
| Gantt charts | ✓ | ✓ | ✓ | |
| ERP and Stock management | ✓ | ✓ | ✓ | |
| Editable PDF, CSV, Excel reports | ✓ | ✓ | ✓ | |
| Mass data changes | ✓ | ✓ | ✓ | |
| Editable templates of invoices, quotes and bids | ✓ | ✓ | ✓ | |
| Automatic company account creation from e-mails | ✓ | ✓ | ✓ | |
| E-mail templates, autoresponder | ✓ | ✓ | ✓ | |
| VoIP integration (CallCenter software) |
✓
|
✓
|
✓
|
|
| Chat, Livechat, Callback |
✓
|
✓
|
✓
|
|
| Detailed sales reports | ✓ | ✓ | ✓ | |
| Multiple bank accounts | ✓ | ✓ | ✓ | |
| Automatic and cyclical invoices creation and shipment | ✓ | ✓ | ✓ | |
| Automatic translation of product prices into the document currency in documents | ✓ | ✓ | ✓ | |
| Group and individual pricing | ✓ | ✓ | ✓ | |
| IP user filtering | ✓ | ✓ | ✓ | |
| Deals | ✓ | ✓ | ✓ | |
| Configure custom field features | ✓ | ✓ | ||
| Free customization of the offer template by Firmao consultants |
✓
|
✓
|
||
| Automation of processes |
✓
|
✓
|
||
| Google, Outlook Calendar integration | ✓ | ✓ | ||
| E-mail and Call surveys |
✓
|
✓
|
||
| SMS service |
✓
|
✓
|
||
| Multi-warehouse managment | ✓ | ✓ | ||
| Cash documents forms | ✓ | ✓ | ||
| Maps integration | ✓ | ✓ | ||
| Extended projects cost estimations | ✓ | ✓ | ||
| Invoices export to Elixir | ✓ | ✓ | ||
| Export and import EDI++ files | ✓ | ✓ | ||
| Allegro, Prestashop, Symfonia FiK i MK, Ramzes, Comarch, Zapier, Shoper, Baselinker, Woocomerce integration |
✓
|
✓
|
||
| Stock and products archive | ✓ | ✓ | ||
| Products assembly using semi-products | ✓ | ✓ | ||
| Subsidiaries of business partners | ✓ | ✓ | ||
| Products pre-reservation | ✓ | ✓ | ||
| Fiscal printer | ✓ | ✓ | ||
| Dialer - serial calls programming | ✓ | ✓ | ||
| Livechat templates | ✓ | ✓ | ||
| Support for multiple languages | ✓ | ✓ | ||
| Periodic reports (Local data backup) | ✓ | ✓ | ||
| Automatic identification of companies visiting the company website |
✓
|
|||
| Meeting scheduler | ✓ | |||
| Possibility of programming additional functionalities (additionally paid) |
✓
|
|||
| Workflow automation module |
✓
|
|||
| Text fragment automation module | ✓ | |||
| Integration with Facebook Messenger | ✓ | |||
| AI assistant |
✓
|
|||
| Transcription and summary of conversations with AI |
✓
|
|||
| Two-factor authentication (2FA) | ✓ | |||
| Marketing automation | ✓ | |||
| Free analysis of company requirements for specific needs |
✓
|
|||
| Automatic completion of company,customer contact data using AI | ✓ | |||
| Facebook Messenger integration | ✓ | |||
| Integration with Microsoft Teams | ✓ | |||
| Email Sequences |
✓
|
Detailed net cost of software per user per month according to license's duration:
| Firmao CRM version | for 1 month | for 3 months | for 6 months | for 12 months |
|---|---|---|---|---|
| Standard | ||||
| Professional | ||||
| Enterprise | ||||
| Supreme |
Prices do not include VAT tax. We issue international and EU invoices.
Modifications of invoice templates, quotes, reports, and other changes or new functionalities are possible to implement to your licenses by our programmers. The cusomizations are dicuessed individually with our consultants via phone, chat or e-mail.
