Solutions for technology and IT companies

FOR THE TECHNOLOGY AND IT INDUSTRY

Firmao is a system that brings together sales, projects, and customer service in one place.

Take advantage of our suite of ready-made solutions and see for yourself how Firmao streamlines the day-to-day work of IT teams.

Do you manage IT projects, sell services, and handle multiple clients at the same time?

Find out what Firmao brings to tech companies!

In the IT industry, each client typically involves several concurrent projects, dozens of tasks, and hours of work that must be properly tracked and billed. When this information is scattered across separate tools, the risk of errors, delays, and underestimated quotes increases.

Firmao CRM organizes sales, projects, and customer relationships on a single platform – from the initial request for proposal, through project execution with time tracking, all the way to invoicing and project completion.. The sales team, project managers, and finance department all work with the same, up-to-date data.

All CRM system features are available immediately for your tech company:

A customer database with a complete history of our business relationship
Project and Task Management with Time Tracking
Integration with email
Creating quotes and cost estimates
Invoicing in accordance with the project budget
Sales reports and project progress analysis
Integrations with Slack, Zoom and Microsoft Teams
Mobile app for iOS and Android

Manage projects and client collaboration all in one place

CRM allows you to track project progress, implementation statuses, and team activities without having to use multiple disparate tools. All information related to customers, projects, and communication is available in one place, which streamlines collaboration and reduces the risk of organizational errors.

Streamline your IT team’s workflow

Check out Firmao and see how it can make your work easier!

How does CRM streamline operations at a tech company?

Projects and tasks always under control
Each project is broken down into tasks assigned to specific individuals, with deadlines and statuses visible to the entire team. No stage of the project will be overlooked.
Client-linked time tracking
Employees track their time spent on tasks directly in the system, which allows for accurate billing of every hour and an assessment of the project’s actual profitability.
Quotes and invoices in a single environment
You create an IT service quote in the quotes module, and once the client approves it, you convert it into an order and an invoice - without having to transfer data between programs.
A consistent view of each customer
Contact history, sent proposals, ongoing projects, and issued financial documents are all compiled into a single client profile. Everyone on the team can see the full context of the collaboration.

Ready to take your IT business to the next level?
Get started for $0.

See for yourself how easy it can be to manage a tech company with Firmao.

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