Keep an organized list of your projects along with their statuses, deadlines and priorities. Make the information such as project scope, client guidelines, assigned team, easily accessible for anyone at any time.
Add tasks that support your project goals and design your workflow with custom project stages. You can add subtasks, comments, attachments, and users to your tasks and track their progress with kanban boards.
Bring your team together by assigning users to tasks, encouraging them to cooperate and share meaningful discussions under certain issues. Check-in with your team using automated questions and settle accounts based on the information in their timesheets.
Store all types of contact details and never lose important client information. With a couple of clicks get to know which users, projects, documents and revenues are assigned to which contacts or companies.
Collaborate with your hiring team while recruiting new candidates. Design the perfect workflow for your recruits, post job offers, store a list of candidates and receive reminders about upcoming interviews.
Understand your firm’s cash flow by storing a list of all your expenses. Keep the information backed up for easy access on several devices. Filter expenses by their amount, status, vendor or date of issue and find the information you need in seconds.
Create all types of invoices with our free invoicing app. Complete the needed details by using the finance information gathered in Firmbee and send invoices straight from the system. You can switch between several currencies, languages, tax rates, add custom discounts & more.
Use our WordPress lead generation plugin to create custom forms and gather leads from your WordPress webpage. All this without a single line of code. Upload the collected leads into Firmbee’s Campaign module and use them for further purposes.
Create calendars for different purposes and share them with your team. Add tasks, meetings, events and switch between different calendar views. Set reminders for upcoming issues and never miss a deadline.
Never lose track of your firm’s products. If you want, you can even enable the automatic inventory tracking option to track stock levels. Use advanced filters to find all the product information you need in seconds.
Add all your offers to one, central database and easily interfere with any aspect of the document. When creating offers, switch between languages and currencies, add personalized discounts and descriptions.
Thanks to its endless possibilities and customization options, Firmbee is a good fit for many types of businesses, including:
Collect qualified leads with our lead generation forms and keep your sales data organized thanks to the CRM module. Easily manage your coworkers sales pipeline, track activities and stay on top of finances.
Turn your marketing strategies into action plans with kanban boards and project management features. Design your teams’ workflow, share documents and leave structured feedback. Enhance team collaboration, skyrocket your coworkers effectiveness and stay on top of your finances.
Gain more time to create by managing all your design projects in one place. Harness your teams collective knowledge by keeping all brand guidelines, PDF’s brand identities easily accessible for everyone.
Collaborate while hiring! Carry out the entire recruitment process while simultaneously managing recruits work, driving your CRM and keeping up with the accounting.
Reach your event goals with a project management system that handles every aspect of event planning. Also, benefit from the CRM & Finance Module: keep participants data organized, budget managed and invoices issued.
Gain a 360 degree perspective on all of your firm's issues. Track and manage developers' work, organize business relationships, stay on top of your budget, deadlines and benefit from all the accounting options.
No additional costs for special features, no need for integrations.