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
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
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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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User Management
User Management
Learn how to manage your system users by following these simple guides
Getting Started
Customization
Import & Export
Views & Records
User Management
Automations
Dashboards
Activity Reminders
Objects & Fields
Integrations
Security
Billing & Subscriptions
How to use custom sharing
By using custom sharing, you can provide individualized access to each part of your system and make sure that your data and information is always protected and stays in the right hands.
Managing role permissions
Each role in the system has a permissions page where you can set which objects users have access to, how they can interact with each object, and which general system actions users can take.
Managing system users
Learn how to add new users to Fireberry and manage existing ones. You can activate and deactivate users to allow system access and use.
Managing your user profile
Profile pages can be used to update your personal information, such as setting your system role, your preferred email, or personal security settings like resetting your password.
Setting user roles
Every user in the system is assigned a role which controls their permissions. You can change a user's role at any time, and create and edit roles to meet your business needs.