Average Ratings 52 Ratings

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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.

Description

Finally, a digital sales platform purpose-built for manufacturers that unites CRM, CPQ, and Commerce! Accelerate your sales process, win more deals and get ahead of your competition faster than you think. Our end-to-end sales software flawlessly aligns your customers’ requirements with your production capabilities in ERP and unites all your sales processes on one platform: CRM, CPQ, and Commerce.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

AutoCAD No 
Coursebox AI Yes 
Dialfire Yes 
Google Ads Yes 
Google Calendar Yes 
Google Maps No 
IdoSell Yes 
Manago AI Yes 
Microsoft 365 No 
Microsoft Excel No 
Microsoft Word No 
PrestaShop Yes 
Probooking Yes 
RealPhoneValidation Yes 
SAP CRM No 
SAP HANA No 
Salesforce No 
WiserNotify Yes 
Woodpecker Yes 
Zapier Yes 

Integrations

AutoCAD Yes 
Coursebox AI No 
Dialfire No 
Google Ads No 
Google Calendar No 
Google Maps Yes 
IdoSell No 
Manago AI No 
Microsoft 365 Yes 
Microsoft Excel Yes 
Microsoft Word Yes 
PrestaShop No 
Probooking No 
RealPhoneValidation No 
SAP CRM Yes 
SAP HANA Yes 
Salesforce Yes 
WiserNotify No 
Woodpecker No 
Zapier 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
Free Trial Yes 
Free Version No 

Pricing Details

$125 USD
Starter Edition, 10 Users included, $1250 USD per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Firmao

Founded

2010

Country

Poland

Website

firmao.net

Vendor Details

Company Name

In Mind Cloud

Founded

2012

Country

Singapore

Website

www.inmindcloud.com

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 

Product Features

CPQ

2D Drawing Yes 
3D Modeling Yes 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management No 
Self Service Portal Yes 
eCommerce Yes 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Product Configurator

2D Drawing Yes 
3D Modeling Yes 
Analysis & Constraints Yes 
Custom Pricing Options Yes 
Inventory Management No 
Recommendation Engine Yes 
eCommerce Yes 

Proposal Management

Automatic Formatting Yes 
Calendar Management Yes 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library Yes 
Pipeline Management Yes 
RFP Management Yes 
Requirements Management Yes 
Revision Management Yes 
Task Management Yes 
Templates Yes 
Version Control 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 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Goals / Quota Management Yes 
Lead Management Yes 
Meeting Management No 
Performance Management Yes 
Presentation Management No 
Proposal Management Yes 
Territory Management Yes 
Training Management No 

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