Product
Your customized CRM solution that will drive growth and streamline operations is waiting,
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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
Your customized CRM solution that will drive growth and streamline operations is waiting,
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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
Your customized CRM solution that will drive growth and streamline operations is waiting,
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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
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.
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Import & Export
Import & Export
Forget your old sheets and easily import and edit records in the system
Getting Started
Customization
Import & Export
Views & Records
User Management
Automations
Dashboards
Activity Reminders
Objects & Fields
Integrations
Security
Billing & Subscriptions
How to export data from the system
You can easily export data from the system in a few simple steps. You can choose to export a single view, or you can export all the data in the system to create a backup and increase security.
How to import an Excel file
Learn how to import data directly into Fireberry using Excel or CSV files. You can choose to update existing records or create new ones.
Preliminary steps for a successful import
Before importing a file from excel, use these preliminary steps to make sure your file is set up properly and you have all the relevant permissions.