Firmao CRM ERP

Firmao integrated business software includes: CRM with call logging, integrated VOIP, task and project management, as well as a range of high-quality documents including Proposals and Invoices.

Firmao provides a comprehensive integrated package of e-services designed to manage small and medium-sized businesses. The solution includes Project Management, Personnel & Resource Planning, as well as Stock and Asset Management.

The CRM module is integrated with e-mail and virtual VOIP systems. Every customer interaction — whether by e-mail or phone — is automatically saved. All e-mail messages (sent or received) are attached to the relevant contact record, and every phone call is logged in the system. This call log functionality ensures a complete history of customer communication, helping companies maintain accurate records and improve the efficiency of client relationship management.

Firmao also allows you to prepare and send Orders and Quotes, Stock Documents, Invoices, and other relevant documentation with a single click. Document templates may be set and freely modified. Creating certain documents (e.g. stock documents) can also update related information (e.g. stock levels) in real time. Projects can be planned along with related tasks to maintain accurate control of timescales and budgets.

The Asset module allows fast and flexible stocktaking and, with the use of printout templates, any reports, task lists, and barcode stickers can be created.

Firmao’s flexibility is supported by an up-to-date full API which enables integration with other business systems as required.

Data security and confidentiality are guaranteed by a comprehensive permission system, ensuring that each employee has access only to the information they require. Every change made by each user is recorded in the database, so that full change history can be reported. All data is securely stored on top-tier Amazon datacentres.

As Firmao is provided via a SaaS model (Software as a Service), the system is ready to work right after a brief configuration and does not require any additional hardware or software costs.

Recent changes:
- Added OCR for warehouse documents.
- Added an annotations tab for invoices and warehouse documents.
- Added support for credit limits in invoices.
- Added the option to select an email template when replying.
- Improved email attachments.
- Enhanced the timeline for sales opportunities, clients, and contacts.
- Improved business card scanning.
- Added support for emojis in tasks and comments.
- Security fixes and various minor bug fixes.