CRM

CRM tools to organize and centralize all customer related data

Run your business relationships with ease.

No credit card required

01

Grow and manage your client database with CRM tools

Keep crucial data centralized.
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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02

Gather leads from your WordPress webpage

Benefit from our lead generation plugin.
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.

03

Track your products and offers

Gain quick access to relevant deal data with Firmbee.
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.

04

Cooperate with your team

Exchange client notes and monitor all team – lead interactions.
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. watch the movie

05

Stay on top of your finances

Issue invoices automatically and get paid faster.
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.

For several industries

Thanks to its endless possibilities and customization options, Firmbee is a good fit for many types of businesses, including:

21

years
of experience

1.2 M

users trusted
our solutions 

+200

team
of expearts

+50 M 

processed
documents yearly

Set and accomplish your

team goals with Firmbee