Firmao: CRM and ERP Software
Firmao helps small and medium businesses manage customer relationships and internal operations. It is designed for teams that may need integrated invoicing, project tracking, and inventory management alongside a sales funnel.
At a glance
- Category
- Sales
- Best for
- Small businesses, Mid-market companies, Manufacturing companies, Marketing agencies, Online shops
- Pricing
- Plans include Standard, Professional, Enterprise, and Supreme, starting at 30 EUR per seat per month. A 14-day free trial is available.
- Key use cases
- Lead Generation and Outreach, Inventory and Production Tracking, Remote Team Coordination, Billing Automation
- Integrations
- Zapier, WooCommerce, Google Calendar, Outlook Calendar, Microsoft Teams
- Official website
- firmao.io
Firmao is a cloud-based platform that combines CRM capabilities with ERP functions. It supports tasks ranging from lead generation and cold-calling campaigns to back-office operations like warehouse management and financial invoicing.
The software is designed for various business sizes, including small agencies and larger enterprises. It may be particularly useful for companies in manufacturing, online retail, and marketing that require a centralized system to track customer interactions and assets.
Beyond sales tracking, the tool includes project management features with Kanban and Gantt charts, as well as communication tools such as live chat and VoIP. Specific plans include AI-assisted data completion and conversation summaries.
Buyers should confirm which pricing tier they need, as features like bank integration, automation, and certain AI tools are available in the Professional, Enterprise, and Supreme plans.
Key Features
Supports tracking leads and sales opportunities from multiple sources, including email, live chat, and social media.
Integrated telephony system designed for cold-calling campaigns and call tracking.
Supports inventory control using FIFO/LIFO methods and manages stock documents and product assembly.
Tools for creating VAT invoices, recurring billing, and managing debt collection.
Includes timesheets, task assignment, and visual tracking via Kanban and Gantt diagrams.
Provides AI-powered transcription, conversation summaries, and automatic completion of customer contact data.
Use Cases
Managing cold-calling campaigns via VoIP and gathering leads from landing pages and live chat.
Monitoring stock levels using FIFO and managing the production of products from components.
Tracking employee working time and managing project profitability via a centralized calendar and task list.
Generating cyclical invoices and managing the workflow of quotes and orders.
Best For
Integrations
Pricing
Plans include Standard, Professional, Enterprise, and Supreme, starting at 30 EUR per seat per month. A 14-day free trial is available.
FAQ
Yes, Firmao provides a 14-day free trial for new accounts.
Paid plans start at 30 EUR per seat per month.
Yes, the company offers customization of the software and templates through their consultants.
It is designed for various sectors including manufacturing, marketing agencies, online shops, and remote teams.
Source category: Sales
Source subcategory: CRM
