Solutions for service companies

CRM FOR SERVICE COMPANIES

Firmao is a system that helps you manage your clients, orders, and sales in your service business.

Take advantage of our suite of ready-made solutions and see how they can help you efficiently serve every customer - from the initial inquiry to the issuance of an invoice.

Try CRM for free

Do you run a service-based business and want full control over orders, deadlines, and relationships with business clients?

Discover what Firmao has to offer!

In B2B service companies, everything happens at once – multiple active orders, clients with questions, quotes awaiting approval, and invoices that need to be issued before the end of the month. When agreements are tracked via email, deadlines are kept in one’s head, and client contact history is scattered, delays and dissatisfied clients are bound to occur.

Firmao CRM gives service companies a single place to manage clients, orders, and sales. Sales reps can view each client’s history, the team monitors order progress, and the owner has insight into results and service profitability – without having to sift through inboxes or ask each person individually what’s happening with a given order.

CRM features useful in the day-to-day operations of a service company:

B2B customer database with a complete history of business relationships

Sales funnel and handling of RFQs

Order and Stage Management

Time tracking and project billing

Quick quoting and invoicing

Automatic reminders and tasks for the team

Integration with email and third-party tools

Company Reports and Performance Analyses

One program instead of separate tools for sales, order fulfillment, and invoicing

You don’t have to pay for access to multiple platforms because everything is in one place. Thanks to its modular design, Firmao replaces: a CRM, a task and project management tool, an invoicing program, a team calendar, and performance reporting software.

Get your orders organized today!

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All emails, agreements, quotes, and invoices are stored in the client's profile. Everyone on the team knows where things stand - no need to ask a colleague or search for a thread from months ago.

You can see what stage each inquiry is at - from the initial contact through negotiations all the way to signing the contract. Automatic reminders ensure follow-ups are handled, so no potential client slips through the cracks due to a lack of timely contact.

Each order has its own card with a schedule, assigned team members, and a list of tasks to be completed. You know exactly what’s in progress, what’s awaiting client approval, and where delays are occurring - before they have a chance to damage the relationship.

The team tracks the time spent on each job, and you can see how many hours a given project has taken. This makes it easier to price future services, bill subscription-based clients, and monitor the company’s profitability.

You create a quote based on the service database, send it to the customer, and convert it into an invoice with a single click. Documents are automatically assigned to the appropriate customer without the need to manually re-enter data.