Product
Your customized CRM solution that will drive growth and streamline operations is waiting,
Get free demo
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
Your customized CRM solution that will drive growth and streamline operations is waiting,
Get free demo
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
Your customized CRM solution that will drive growth and streamline operations is waiting,
Get free demo
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,
Get free demo
Pricing
Pricing
Looking to scale? Compare license tiers and features.
add ons
Interested in expanding your
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.
Contact Sales
Login
Try for free
Categories
/
Getting Started
Getting Started
These quick basic steps will help you get start working with Fireberry
Getting Started
Customization
Import & Export
Views & Records
User Management
Automations
Dashboards
Activity Reminders
Objects & Fields
Integrations
Security
Billing & Subscriptions
Creating and managing a new record
The Fireberry CRM platform allows you to effectively manage and track your records. Learn how to easily create and manage your Fireberry records.
How to contact our support team
Learn how to get in touch with Fireberry’s support team, who can help you with any questions or concerns about the system.
Importing data to Fireberry
By following a few simple steps, you can import data from an Excel or CSV file into the system. You can use the system to manage and record all the information about your accounts, contacts, sales, products, and in general any data you wish to use.
Managing views and account records
Account records hold the data for each account, as well as meetings, notes, call logs, emails, files, and more. There are three types of views which can help you manage and visualize your account records.
Setting up a lead in the system
Fireberry helps you manage leads throughout an account's life cycle, starting with initial contact and continuing until they become active accounts. In addition, you can define custom statuses for the account life cycle.
Setting up a view
By using views you can organize your data. You’ll be able to efficiently work with the system and easily access any records you’re looking for.
Setting users and role permissions
Add system users for each of your employees so they can access the system and you can log the activities they perform. Then set roles and permissions for each system user to control which data and settings they have access to.
System structure
Fireberry’s unique and customizable structure lets you build a personal system which works best for you. Learn about the different parts of the system and how to use them.
Viewing reports and dashboards
Manage and analyze your data visually using dashboards and widgets to make informed business decisions.