Editors' Review by the CRM Software Review Team
Firmao is a cloud-based CRM and ERP solution that caters to SMBs as well as large enterprises. The system integrates marketing and customer services and is accessible from any compatible web browser.
Firmao is comprised of a wide variety of modules, not just customer relationship management (CRM) and enterprise resource planning (ERP), although its online CRM system is arguably the company’s most popular product. Firmao’s fully functional cloud-based ERP system is quite impressive as well, and works seamlessly with the online CRM system at the enterprise level. The software is equipped with an integrated, multi-level warehouse management system that provides you and your team complete control over stock documents and production.
Being that Firmao is an online CRM software solution, its technical support is arguably one of its biggest assets. The fact that they receive the highest ratings in that particular category every single year is proof of just how popular and highly acclaimed the software is within the industry. Firmao follows a modular structure, which makes it highly adaptable. The software can easily be adapted to the unique requirements of small and midsize businesses as well as large enterprises. This offers a huge advantage compared to other similar CRM systems in the market.
Firmao’s CRM solution is specifically tailored for manufacturing, service and sales businesses, regardless of size and scale. However, cloud-based software finds its niche with small and medium-sized companies in the aforementioned fields. Firmao is mostly implemented in businesses and organizations where contact with leads and/or regular contractors is necessary. Its CRM module is well-suited for companies engaged in dynamic development.
The implementation process of Firmao’s CRM system is relatively quick and simple, only taking around one to two weeks.
Firmao is equipped with a wide variety of features and tools. It offers so much more than its most popular online CRM system. The following are some of the core features that you can expect from your Firmao subscription:
As previously mentioned, Firmao’s CRM software is its biggest and most popular offering. The module allows your team to work in a single platform with sales opportunities coming from multiple sources such as Google Ads, mailing, live chat, cold calling, callbacks and social media platforms like Facebook. It also facilitates multiple sales processes and provides excellent conversion control at every stage of the sales funnel.
Firmao’s CRM software makes customer relationship management easier and more efficient for teams, especially with multiple sources of opportunities. It is capable of automating multiple sales processes and handling increasing sales volume. The software is also equipped with the right tools to execute orders for customers, provide efficient contact with the customer and offers comprehensive customer service, successfully combining the marketing process with customer services.
Firmao is equipped with projects, tasks and online timesheets modules. This project management functionality allows your managers and supervisors to keep detailed records of the working times of employees, subcontractors and other stakeholders. With fully functional tools available, such as job and project costing, project managers can easily assign, implement and account for task efficiency and project profitability. Kanban boards and Gantt charts are available for proper visualization of task assignments, breakdowns and dependencies, as well as resource allocations.
Firmao’s project management solution will enable you to effectively organize all activities within your company, which should result in great improvement of its functionality as well as the communication and information sharing between teams, departments and employees. The solution integrates seamlessly with Google Calendar through two-way synchronization, which means you and your team will be able to organize your schedules without switching between applications. You also have the ability to create and view timesheets to compare key activities performed by team members and employees against project plans and task assignments.
Firmao’s project management solution also empowers you and your team with expense tracking and employee time tracking. You can easily keep track of task and project costs according to the time each team member or employee spends on a given task. Based on the data you gather, you may also calculate and monitor your revenues.
Apart from delivering a robust online CRM system, Firmao also provides a fully functional ERP system in the cloud. It offers a fully integrated, multi-level warehouse management system that gives businesses and organizations total control over their production, inventory and stock documents. The best part about Firmao’s ERP system is the feat that it is significantly cheaper and much easier to use and implement compared to other competing products in the market.
Firmao’s ERP system is specifically designed for small and midsize manufacturing businesses looking to optimize their dynamic development process and want to improve the efficiency of their logistics management activities in a web-based or online warehouse. Firmao also provides a robust logistics solution, which is implemented in businesses and organizations where warehouse logistics and sales are absolutely crucial.
Firmao’s online invoicing software is tailored for small and mid-market manufacturing businesses, customer service firms and commercial companies looking to automate and streamline their invoicing process. This particular invoicing system is best suited for companies and teams that have immediate plans for the rapid development and implementation of modern IT technologies. One of the coolest aspects of Firmao’s online invoicing system is the fact that the data is stored in some of the best Amazon server rooms around the world, ensuring complete data security and protection.
The other remaining features include live chat, automated chat and callback integration with Firmao’s CRM system. This feature allows you to set up a simple but coherent IT system that can be used for ongoing management within your organization and for external communication with your customers and clients. A documents workflow management solution is also available, which helps eliminate any time-consuming and unnecessary actions in an effort to save time and simplify key processes and access to every important document.
There are many benefits to choosing Firmao as your primary CRM and ERP solution. The implementation of its CRM system alone will help you develop and set up a comprehensive customer database that makes it possible to dramatically shorten the time spent on customer acquisition efforts, increase your conversion rates at every stage of the sales process and completely serve your customer base in a more efficient and sustainable manner.
The other key advantages that you can expect from your Firmao subscription are those that are offered by its robust ERP system. With the implementation of Firmao’s enterprise resource planning solution, you can quickly and efficiently manage your production and warehouse logistics. The system can effectively optimize your production processes while contributing to the growth of the profitability of your entire operation. You can store multiple products in different warehouses, when necessary. The ERP system allows for greater scalability as it can grow and develop alongside your business.
Firmao’s online invoicing software benefits small and midmarket manufacturing companies, service firms and commercial businesses greatly. Your sales and marketing department can easily issue VAT invoices, which also enables them to organize and streamline workloads. With this key Firmao feature, you can easily find and issue invoices from any internet-enabled device with an installed web browser. This includes mobile devices like tablets and smartphones. There are also integrations available that will help extend the system’s capabilities. For instance, you can integrate Firmao with your existing accounting software so moving invoices between programs is easier and more practical.
Finally, by integrating Firmao’s CRM system with its own chat, live chat and callback tools, communication between your people and your regular customers becomes a lot quicker and more efficient. You can add callback and live chat widgets to your business website, which should help increase your leads and other potential opportunities without incurring additional expenses for marketing. The addition of a professional chat tool fully integrated with the CRM has the potential to significantly enhance the flow of information within your organization.
Pricing for Firmao CRM is quite straightforward. There are three pricing plans available with two billing options. The pricing plans are Standard, Professional and Enterprise. The billing options are monthly or yearly. The pricing information stated below refers to the yearly billing cycle. You can visit the Firmao official website for more information or to avail of their free trial.
The Standard plan starts at $18 per user/month. It comes with the CRM system, email integration, invoicing solution, basic project management tools, reporting and analysis with visual charts. The Professional package is priced at $33 per user/month. This plan comes with everything from the Standard package, plus a few extra features and capabilities like editable templates for invoices, offers and agreements, VoIP integration, as well as chat, live chat and callback functionalities. The Enterprise plan has a monthly cost of $59 per user. It comes equipped with everything Firmao has to offer, including the complete ERP system.
Firmao is a decent cloud-based CRM and ERP system for small and midsize businesses. It is fully customizable, so almost any company can adapt the software—especially the CRM and ERP systems—to suit their current requirements. The browser-based platform can be used from any location, using any device with internet connectivity. The pricing is also fairly reasonable, while the licensing plans are evenly divided in terms of features and capabilities to perfectly suit the target business size and scale.
