Product
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Products
sales
Maximize sales efforts with custom flows, pipelines & reports
Customer Service
Enhance customer experience with centralized communication
Marketing
Optimize customer engagement with targeted user journeys
APP integrations
Integrate all of your favorite apps to maximize your custom system
Recent blog post
Do I Need a CRM? And Other Burning Questions SMB Owners Are Asking Themselves
Customer relationship management, or CRM, adds explosive flavor to a bland sales process. It brings organization to chaos and clarity to unpredictability. But you might wonder what specifically CRM software can do for you. What used to be a luxury for enterprises has now become a necessity for SMBs. A CRM platform lets you track interactions with customers, streamline sales processes, score leads, and build long-lasting relationships. It documents every phone call, email, and follow-up with contacts so you can build on past conversations. And as your business grows, it gives you a central source of truth for all your customer data, allowing you to trust your decisions and grow your business. Here’s a closer look at what a CRM can do and how to decide whether your business needs one.
Use cases
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Use cases
real estate
Get ahead with effective lead management & timely follow-up
non profit
Engage and retain more donors, organize your data efficiently
media agencies
Manage your media projects and customers in a centralized crm
education
Centralize your data and increase student engagement
insurance
Streamline your workflow & organize client information
Recent blog post
Do I Need a CRM? And Other Burning Questions SMB Owners Are Asking Themselves
Customer relationship management, or CRM, adds explosive flavor to a bland sales process. It brings organization to chaos and clarity to unpredictability. But you might wonder what specifically CRM software can do for you. What used to be a luxury for enterprises has now become a necessity for SMBs. A CRM platform lets you track interactions with customers, streamline sales processes, score leads, and build long-lasting relationships. It documents every phone call, email, and follow-up with contacts so you can build on past conversations. And as your business grows, it gives you a central source of truth for all your customer data, allowing you to trust your decisions and grow your business. Here’s a closer look at what a CRM can do and how to decide whether your business needs one.
Resources
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Resources
help center
Your ultimate guide for current information on our CRM system
partners
Explore our partnership program & discover growth opportunities
blog
Unlock business growth with CRM insights and strategies
developers
Integrate tools & deliver solutions with this developer toolkit
Recent blog post
Do I Need a CRM? And Other Burning Questions SMB Owners Are Asking Themselves
Customer relationship management, or CRM, adds explosive flavor to a bland sales process. It brings organization to chaos and clarity to unpredictability. But you might wonder what specifically CRM software can do for you. What used to be a luxury for enterprises has now become a necessity for SMBs. A CRM platform lets you track interactions with customers, streamline sales processes, score leads, and build long-lasting relationships. It documents every phone call, email, and follow-up with contacts so you can build on past conversations. And as your business grows, it gives you a central source of truth for all your customer data, allowing you to trust your decisions and grow your business. Here’s a closer look at what a CRM can do and how to decide whether your business needs one.
Pricing
Your customized CRM solution that will drive growth and streamline operations is waiting,
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Pricing
Pricing
Looking to scale? Compare license tiers and features.
add ons
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plan? see pricing & features.
Recent blog post
Do I Need a CRM? And Other Burning Questions SMB Owners Are Asking Themselves
Customer relationship management, or CRM, adds explosive flavor to a bland sales process. It brings organization to chaos and clarity to unpredictability. But you might wonder what specifically CRM software can do for you. What used to be a luxury for enterprises has now become a necessity for SMBs. A CRM platform lets you track interactions with customers, streamline sales processes, score leads, and build long-lasting relationships. It documents every phone call, email, and follow-up with contacts so you can build on past conversations. And as your business grows, it gives you a central source of truth for all your customer data, allowing you to trust your decisions and grow your business. Here’s a closer look at what a CRM can do and how to decide whether your business needs one.
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Customization
Customization
Easily customize Fireberry to meet your business specific needs
Getting Started
Customization
Import & Export
Views & Records
User Management
Automations
Dashboards
Activity Reminders
Objects & Fields
Integrations
Security
Billing & Subscriptions
Conditional visibility
The visibility settings make sure that the most relevant information is displayed in each object's page, and can control the visibility of any component, form section, or field.
Field references
By using field references, you can access data from specific records and use it somewhere else in the system. Field references are primarily used to personalize emails and fill in values for automations.
Forms, sections, and fields
Forms display an object’s fields, while a form’s sections help you organize them by category. Learn how to add, edit, move, and set the visibility of forms, sections, and fields.
How to manage your stream
Using the stream you can easily document and share information about any record. Create and edit notes, tasks, emails, files, and more.
Managing your company info
Learn how to set up and update your company info, such as your company’s name, email, logo, and more. This will also set the details used in your Fireberry invoices.
Page components
Page components allow you to individualize and customize your page layouts so you can easily and efficiently display all the information you need. This article explains how to define and use the various page components.
Page layouts
Page layouts allow maximum customization of each page according to every user’s specific role. This article explains how to create a new page layout, edit an existing page layout, assign page layouts to specific roles, and more.
Record templates
Use record templates to easily create and send out documents which include details from each individual record. You can then download these templates or send them directly from the system to be signed digitally.
e-Sign
By sending e-Sign requests directly to clients, you can easily get important documents like contracts or health declarations signed in seconds.