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Firmao CRM

Online Business Management Software·firmao.net

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Firmao is a cloud-based business management platform that combines CRM, invoicing (including KSeF integration), warehouse management (WMS), task and project management, offers and orders, customer service, reporting, and AI-powered automation in one system. It is aimed at small and medium-sized businesses and is accessible via web and mobile apps. The company states it has been developed in Poland for over 16 years and used by more than 6,200 companies.

What it's for

Managing customer contacts, sales history and communication in one placeAutomating invoicing and integrating it with sales documentsCreating commercial offers and managing ordersManaging warehouse inventory and product availabilityAssigning, monitoring and accounting for tasks and projects using Kanban/Gantt viewsAutomating repetitive processes and communication with AIGenerating sales, finance and team activity reportsHandling customer service via livechat, callback and complaints management

Features 20

  • AI assistant for email generation, transcription and activity summaries
  • API integration
  • CRM – customer, contact and company management
  • Customer panel
  • E-commerce and accounting/banking/courier system integrations
  • Email templates, autoresponders and email sequences
  • Fiscal printer integration
  • Invoicing with KSeF integration, invoices, bills, receipts
  • Livechat, callback and contact forms
  • Mobile apps for Android and iOS
  • OCR automatic invoice scanning
  • Offers, orders and cost estimates
  • Process automation
  • Reports and analytics (PDF, Excel, CSV)
  • Sales opportunity/pipeline tracking
  • SMS messaging service
  • Task, project and calendar management with Kanban and Gantt views
  • Two-factor authentication (2FA)
  • VOIP integration / call center software
  • Warehouse management (WMS), multi-warehouse support

At a glance

free trialAPI
TypeWeb app
DeploymentCloud
PlatformsWeb, Android, iOS
Forsmall businesses, medium-sized businesses, entrepreneurs, sales and customer service teams
CompanyFirmao Polska Sp. z o.o.

Integrations

WooCommerceShoperPrestashopIdoSellAllegroZapierGoogleOutlookMicrosoft TeamsWhatsAppFacebook MessengerGetResponseApaczka.plSellizerSubiektSALESmanagoKSeF

Pricing

All prices on the site are net (EUR) prices per user/month, VAT is added separately. Employees can be assigned different plans within the same company account.

Standard€21/user/mo

Price shown per user/month; annual price is billed annually with discount.

OCR limit 5 per license; 1 supported email account; 2GB network/file storage

Professional€39/user/mo

Everything included in Standard plus, Connection to a bank account, Livechat, callback, Editable document templates, Email templates and autoresponders, VOIP integration, Recurring invoices, Price groups and individual prices, Sales opportunities, JPK VAT, Gantt and Kanban charts, 10 GB network drive

OCR limit 10 per license; 1 supported email account; 10GB network/file storage

Enterprise€75/user/mo

Marked as 'Best choice' plan.

1 supported email account; unlimited attachment storage (no GB limit stated)

Supreme€103/user/mo

Everything included in Enterprise plus, AI assistant, Transcription and summary of conversations with AI, Custom functionality programming, Event calendar, Email sequences, marketing automation, Integration with Messenger, WhatsApp, Microsoft Teams, Increased limits for email accounts, OCR, and website visitor leads, Support Mon-Fri 8am-4:30pm (email, phone, chat) + 24/7 email

3 supported email accounts; unlimited attachment storage (no GB limit stated); increased limits for OCR and website visitor leads

Annual billing saves up to 26% compared to monthly (e.g. Standard 21 EUR -> 16 EUR/user/month)

Last checked 29 days ago·