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CRM Firmao business software is a Polish product that has been on the market since 2010. CRM is an all-in-one tool that performs the tasks of comprehensive support for the company and its departments.
Purpose Firmao is mainly small and medium-sized companies operating in the service, manufacturing, sales and trade industries.
CRM/ERP system because it is actually designed for such purposes is one of the most popular systems according to Buzzcenter research
Find out our opinion about Firmao
Table of Contents:
What is Firmao ?
Firmao.co.uk is a CRM for customer relationship management that helps companies effectively track and manage customer data, manage projects and organize teamwork. It allows you to easily manage customer information, plan activities, monitor project progress and improve communication within the company.
The system was created to build relationships with customers and partners. It allows you to customize it according to your preferences and needs. It works in a browser solution without the need for local installation, it works in the cloud.
Firmao offers an intuitive interface, allowing you to comfortably navigate the system during projects.
With an easy-to-read interface, you can instantly search and view client data, add notes, create tasks, schedule meetings and monitor project progress - all in one place. This greatly simplifies work organization and increases the efficiency of your team.
Customer Relationship Management
In one module, the user gets the ability to analyze the sales funnel from sources such as ( mailing, cold cailing, live chat, Google Ads, Facebook ) and measure conversions.
Accounting and time recording. Creating tasks and projects.
Executing and accounting for individual tasks and projects and creating cost estimates. Ability to work in Kanban or Gnata system.
Financial module - invoicing, document circulation
With the financial module, it is easy for an employee to issue an invoice, customize the design to match the company's identity, print the invoice or send it by email.
Marketing module
The module provides the ability to analyze leads and their sources. Thanks to it, you will efficiently assess which email or marketing campaigns are effective and worth investing in.
ERP module
In the ERP version of the module, you get the ability to create a warehouse and conduct product ovaration.
You can also create stock documents and keep records and history of stock levels
Processes, tasks
Automation of the sales process, the work of teams in assigned tasks is possible thanks to the process module.
Optimizing the processes and tasks performed is possible precisely by using process automation in the system.
The process of the trader's work with Firmao is quite well implemented
After importing leads into the system, it is possible to assign leads to a specific department, e.g.: sales, then in the process of integration with the email module or voip telephony it is possible to monitor the course of communication with the customer in the company on an ongoing basis.
See also :
From the manufacturer's official website, we can learn about possible integrations with more than 1,000 external programs.
Sample list of the most important integrations of Firmao :
Our offer:
We can take advantage of monthly or annual license packages. CRM offers packages :
Below are the prices in the monthly billing model / as of October 2023 /.
In our opinion, the system is convenient to use and easy to read, and importantly has a dedicated mobile application.
There can be no complaints about the main interface elements and the logic of movement. During testing, we had no problem finding the main navigation elements on each screen, and we were able to find our way around and perform a task on the screen designed for it without any problems.
Architecture and UX solutions allow the user to achieve goals ( like the search function mentioned earlier with which you can instantly search and view customer data, add notes, create tasks, schedule meetings and monitor project progress.
The navigation layer is clearly separated from the content presentation layer, which deserves praise - it is a great tribute to the user, Firmao cares about his needs and builds a positive experience which encourages him to use the system.
Below are the different views of the interface.
The disadvantages of the system are mainly shortcomings in terms of :
Advantages of the system :
One of the big advantages of the system is the ability to transfer the database from another program to the Firmao CRM information system thanks to the possibility of importing the customer database from a CSV file ( the company offers support in this process)
It is worth mentioning that the system provides a demo for its future clients for 14 days for free.
In our opinion and by analyzing online reviews, users praise the system as user-friendly and easy to use. With automation and data analysis features, the CRM system helps companies i.e. specific sales departments identify potential opportunities and focus on the most promising contacts, which can lead to increased sales.
Yes firmao has a free 14-day trial period offering full functionality
Customers have positive feedback about Firmao, mainly the system is praised for :
Customers praise the support and package prices tailored to their needs.
Downsides in the reviews of the system that customers indicate include:
Digital Agency Hauerpower
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