CRM tools to organize and centralize all customer related data

Never again worry about losing important client data. Use advanced filters to find information you need in seconds.

• Easily check the projects, payments or documents associated with a given contact.
• Get on-demand information regarding the agreement statuses.
• Use labels to mark contacts as leads, new, regular or loyal clients.

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You can use the prepared forms or make your own personalized ones. All of this without a single line of code. After collecting leads, you can synchronize the data directly into Firmbees’ Campaign or CRM module and use the information for any business-driven purposes.

Stay on top of your products and offers. Effortlessly track the stocks with our inventory tracking option. Keep an eye on the stocks, quantities and deal updates. When creating offers, switch between languages and currencies, add personalized discounts and descriptions.

Design a workflow which will facilitate the process of gathering leads and contacts important for your company. Set up a kanban for your project, create and assign tasks and track the progress. Equip your team with a platform to exchange files, leave comments and share deal updates anytime and anywhere.
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Check the payments and transactions related to clients and use the information to automatically issue invoices. Our free invoicing app supports multiple currencies, and languages. Ensure all company vendors are paid by tracking the statuses of your expenses. At the same time, stay on top of your project budget and give all your team members access to crucial financial data.