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Average Ratings 52 Ratings
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Description
FIELDBOSS, an end-to-end field-service software solution, is built on the Microsoft Dynamics Platform.
FIELDBOSS simplifies complex operations and makes it easy to connect field service contractors with customers and equipment. FIELDBOSS empowers companies and provides real-time profitability information for management.
The organization is managed by a team made up of Certified Microsoft Technology Specialists and Chartered Professional Accountants who have been providing high-quality service in the Microsoft solution consulting market since 1989. FIELDBOSS offices can be found in New York City, USA and Toronto, Canada.
Description
The CRM Firmao software will allow you to create a customer database which will allow you to reduce the time it takes to acquire customers, increase conversions at all stages of the sales process, and efficiently and comprehensively service your existing customers. Firmao is a tool that helps to manage the sales department's work, including the sales funnel. It also acts as a contact centre for customers who are regular customers of the company.
Simple management of your customer base
Multiple Opportunities -
- Automating the sales process
- Increasing sales volume
- Effective contact with customers
- Comprehensive customer service
- Execution orders for customers
It is used in companies that require regular contact with leads and contractors. Firmao's CRM software can be used to plan dynamic development. Firmao's CRM software is simple and fast to implement. It takes approximately 1-2 weeks.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Coursebox AI
No
Dialfire
No
Docusign
Yes
Google Calendar
No
IdoSell
No
Manago AI
No
Microsoft Dynamics 365 Business Central
Yes
Microsoft Dynamics GP
Yes
Microsoft Excel
Yes
Microsoft OneDrive
Yes
Integrations
Coursebox AI
Yes
Dialfire
Yes
Docusign
No
Google Calendar
Yes
IdoSell
Yes
Manago AI
Yes
Microsoft Dynamics 365 Business Central
No
Microsoft Dynamics GP
No
Microsoft Excel
No
Microsoft OneDrive
No
Pricing Details
$40 per month
Free Trial
No
Free Version
No
Pricing Details
$19 per user per month
CRM - Customer Relationship Management
E-mail integration
VAT invoices, bills and receipts
Timesheeting, calendar and projects
Reports, charts and data analysis
Offers and orders
Cloud storage - 2GB per licence
Android and iOS mobile apps
Deadline reminders
E-mail integration
VAT invoices, bills and receipts
Timesheeting, calendar and projects
Reports, charts and data analysis
Offers and orders
Cloud storage - 2GB per licence
Android and iOS mobile apps
Deadline reminders
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
FIELDBOSS
Founded
2014
Country
Canada and United States
Website
fieldboss.com
Vendor Details
Company Name
Firmao
Founded
2010
Country
Poland
Website
firmao.net
Product Features
Billing and Invoicing
Billing Portal
No
Contact Database
Yes
Contingency Billing
Yes
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
No
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
No
Multi-Currency
No
Online Invoicing
Yes
Online Payments
No
Payment Processing
No
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
Yes
Tax Calculator
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
No
Mobile Access
Yes
Payment Collection in the Field
No
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
Project Management
Agile Methodologies
No
Budget Management
Yes
Client Portal
No
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
No
Idea Management
Yes
Kanban Board
No
Milestone Tracking
Yes
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
Yes
Traditional Methodologies
No
Quoting
Automated Quoting
No
Catalog Management
Yes
Client Portal
No
Contact Management
Yes
Customer Accounts
Yes
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
Yes
Pricing Management
Yes
Product Configurator
Yes
Proposal Management
Yes
Recurring Billing
Customer Portal
Yes
Deferred Billing
No
Discount Management
Yes
Dunning Management
No
Invoice History
Yes
Multi-Currency
No
Multi-Period Recurring Billing
No
Payment Processing
No
Recurring Donations
No
Subscription Billing
No
Scheduling
Alerts/Notifications
Yes
Appointment Scheduling
Yes
Automated Scheduling
Yes
Calendar Management
Yes
Class Scheduling
No
Employee Scheduling
Yes
Facility Scheduling
No
Group Scheduling
Yes
Interview Scheduling
No
Meeting Room Booking
No
Multi-Location
Yes
Online Scheduling
Yes
Payment Processing
No
Real-time Scheduling
Yes
Reservations
No
Resource Scheduling
Yes
Room Booking Management
No
Service Dispatch
Billing & Invoicing
Yes
Call Center Management
No
Contract Management
Yes
Customer Database
Yes
Inventory Control
No
Job Management
Yes
Job Tracking
Yes
Mobile Access
Yes
Routing
Yes
Scheduling
Yes
Self Service Portal
No
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
Product Features
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
Yes
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
Yes
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
Yes
Tax Calculator
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
ERP
Accounting Integration
Yes
Accounting Management
Yes
CRM
Yes
Dashboard
Yes
Distribution Management
Yes
Enterprise Asset Management
Yes
Financial Management
Yes
HR Management
Yes
Inventory Management
Yes
Order Management
Yes
Project Management
Yes
Purchase Order Management
Yes
Purchasing
Yes
Reporting/Analytics
Yes
Sales Management
Yes
Supply Chain Management
Yes
Warehouse Management
Yes
Live Chat
Canned Responses
Yes
Customizable Branding
Yes
Geo Targeting
Yes
Offline Form
Yes
Proactive Chat
Yes
Screen Sharing
Yes
Third Party Integration
Yes
Transfers / Routing
Yes
Website Visitor Tracking
Yes
Project Management
Agile Methodologies
Yes
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
Yes
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
Yes
Contact Management
Yes
Customer Accounts
Yes
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
Yes
Pricing Management
Yes
Product Configurator
Yes
Proposal Management
Yes
