Firmao CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Client and partner relationship management
- Investment documentation
- Email communications
- Research material
- Notes, calls and meeting capturing
- Automatic contact synchronization
- Restricted access
- Contact management
- Sales and marketing management
- Sales pipeline tracking and maintenance
- Interest level management
- Client types
- Investment probabilities
- Compliance integration into workflows
- Auto archiving of marketing emails
- Fund marketing documents watermarking
- Analytics and reporting
- Communications management
- Email campaign center
- Customized website portals
- Unlimited email distributions
- Message monitoring
- Marketing campaign success evaluation
- Report distribution
- Secure online portal
Pricing Info
Pricing Info
Enterprise pricing details and other product information are available upon request.
Integrations
Integrations
- Preqin database
- Microsoft Reporting
- Crystal Reports
- MORNINGSTAR
- HFR DATABASE
- HEDGE FUND INTELLIGENCE GLOBAL DATABASE
- HEDGE FUND DATABASE AND DIRECTORY
- HEDGE FUND DATAFEEDER
- MSCI
- OBIEE
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Horsley Bridge
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Client Relationship and Communications Management software that provides a solid foundation for managing and nurturing client and partner activities.
Company Email
Contact No.
Company's Address
BackStop Solutions
233 S. Wacker, Suite 3960,
Chicago, IL 60606
USA
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Customer relationship management module
- E-mail integration
- VAT invoices, bills, and receipts
- Timesheets
- Calendar and projects
- Reports, charts
- Quotes and orders
- Cloud storage
- Native Android and iOS mobile apps
- Deadline reminders
- Integration with automatic payments
- Free technical support
Pricing Info
Firmao CRM offers three pricing tiers, with monthly or annual payment options. A free trial plan is available for those who want to learn more about its features. Meanwhile, users can opt to get customized add-ons for an additional fee. Explore the editions and their features below to determine the best fit for your budget and needs.
Standard – €16/user/month
- CRM – Customer Relationship Management
- E-mail integration
- VAT invoices, bills, and receipts
- Timesheeting, calendar, and projects
- Reports, charts
- Quotes and orders
- Cloud storage – 2GB per license
- Android and iOS mobile apps
- Deadline reminders
- Integration with automatic payments
- Free technical support 8 AM to 4 PM Monday-Friday (email)
Professional – €30/user/month
- Everything in Standard +
- Defining custom fields for your data
- Chat, Live chat, and Callback
- Editable templates of invoices, quotes, and agreements
- E-mail templates and an autoresponder
- Cloud storage – 10GB per license
- VoIP integration
- Automatic cyclical invoice generation
- Price groups and individual prices
- Deals
- OCR – invoice handling automation
- Gantt, Kanban diagrams
- Sales plan
Enterprise – €56/user/month
- Everything in Professional +
- Customizations (paid extra)
- Google, Outlook Calendar integration
- E-mail and phone surveys
- SMS service integration
- E-commerce platforms integrations
- Courier systems integrations
- Maps Integration
- Document and tasks workflow
- ERP – production
- Zapier integration
- Customer panel
- Automations, Processes
- Data analysis
- Free technical support 8 AM to 4 PM Monday-Friday (email, phone), 24h/365 (email)
Integrations
Firmao CRM supports over 1000 integrations across various categories including e-commerce, communication, accounting, marketing automation, Google payment, transport, and calendar. Among the apps it can integrate with are:
- Zapier
- VoIP
- Shopper
- Salesmanago
- Zoom
- Stripe
- Paycove
- SMS API
- Mailchimp
- Way2Send
- Przelewyy24
- Globkurier
- Furgonetka
- Kalendarz Google
- LiveAgent
- BaseLinker
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
ECO Instal, MP&M, Scorise
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Firmao CRM is an online CRM software with integrated marketing, customer service, and VoIP solutions on one platform for personalized experiences.
Company Email
Contact No.
Company's Address
Firmao Polska Sp. z o.o.
82 Rewolucji 1905 roku, Łódź, 90-223
Poland
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All the data, details and experiences that we provided in this analysis were taken from official company sites, advertising resources available online, real-life experience from real clients as well as our individual direct use of every software by an expert. We put a lot of effort to thoroughly analyze each service, as a result we not only examine it ourselves, but we also match our results with views of other users from the SaaS community.
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