Every client, with the whole story in view.
Contacts, companies, lists and tags in one place, with every proposal, invoice, meeting and conversation on the timeline of the people who matter.
CRM
A CRM shouldn't be a spreadsheet someone forgets to update. In Firmado, it fills itself with what your team already does.
What you can do.
Contacts, companies, lists and everything that happened with each one.
- 01
Contacts and companies
Phones, emails, social profiles and the companies each person works at, all linked together.
- 02
Timeline
Proposals viewed, invoices paid, meetings booked and messages received, in order, on the contact's profile.
- 03
Manual and smart lists
Build groups by hand or let filters keep the list up to date on their own.
- 04
Tags
Tag contacts by interest, source or stage, and filter by them on any screen.
- 05
Custom fields
Create the fields your business uses on contacts, companies and proposals.
- 06
Change history
See each field's previous value, when it changed and who changed it.
No duplicates
The same client never becomes two.
Firmado spots repeated contacts by email, phone or social profile and offers to merge them as you save. Everything on each one moves to the contact that stays.
- Detection by email, phone and social profiles
- Merges that bring proposals, invoices and conversations along
- A record of every merge, to settle any doubt
Import and export
Bring your base. Take it whenever you want.
Import lists from CSV and export them whenever you need. Your data stays yours.
- List import from CSV
- Export of any list
- An API to sync with other systems
| Free | Hobby | Pro | |
|---|---|---|---|
| Contacts | 1,000 | 100,000 | 500,000 |
| Companies | 100 | 10,000 | 100,000 |
| Contact lists | 3 | 50 | 500 |
| Smart lists | Not included | Not included | Included |
| Custom fields per record type | Not included | 10 | 100 |
| Duplicate detection and automatic merge | Not included | Not included | Included |
Frequently asked questions
Can I import my contacts from another system?
Yes. Import a CSV spreadsheet into a list and the contacts land in the CRM with the fields you choose.
What happens when two contacts are the same person?
You merge them into one. Proposals, invoices, meetings, conversations and history move to the contact that stays. On the Pro plan, Firmado finds the duplicates for you.
Does my whole team see the same contacts?
Yes. Everything belongs to the organization, and each person has a role: read, edit or admin.
Start today. It's free.
Set up your organization in a minute. No credit card.