Firmao.net CRM
Firmao.Net CRM is an online customer relationship management (CRM) software solution for small and medium-sized businesses. The platform enables users to store all their customer information in a single database, track sales opportunities, manage contacts, generate reports, and collaborate with team members. It also includes features such as email marketing automation tools, task management capabilities, lead capture forms, web analytics integration, mobile access options and
more.
With Firmao.Net CRM users can create custom workflows to automate processes like sending emails or automated reminders; assign tasks to employees; track time spent on projects; measure performance against goals; integrate with other business applications such as accounting solutions or eCommerce platforms; view dashboards of key metrics at a glance; access real-time data anytime from any device via the cloud platform; and more.
Firmao.net integrated business software helps businesses streamline their operations by providing all the necessary tools to effectively manage customer relationships, projects and tasks, finances and accounting functions, human resources processes and documents. The software provides an easy-to-use interface for users to quickly access the features they need in order to maximize efficiency. Features include a comprehensive CRM system with contact information tracking; integrated VOIP capabilities for making calls from within the application;
Gantt chart functionality for visualizing project timelines; task and project management tools; finance and accounting modules including invoicing capability;
HRM components such as employee onboarding/offboarding procedures; document management systems for storing digital files securely online or offline; analytics reporting capabilities to help track performance metrics over time. Firmao also offers mobile apps on iOS and Android devices so you can stay connected while on the go.
The Proposal document is a customisable template that can be tailored to each customer. It includes the company logo, contact details and an overview of services or products offered. The Invoice document is used to provide customers with an accurate record of goods and services purchased along with pricing information. The invoice also contains payment terms as well as any taxes applicable for the transaction.
