Customer data management
One card for every contact and company: history, notes, deals and files in one place.
Product
Firmspace CRM
Firmspace CRM brings customer relationships, teamwork, projects and accounting into one cabinet. We build it for small and medium businesses – those where one person often does several jobs at once.
CRM dashboard
Demo0
Open deals
0
Contacts
0
Tasks this week
Revenue and deals per month
Revenue Deals
Pipeline by stage
31Deals
- New39%
- Qualified29%
- Proposal16%
- Negotiation10%
- Won6%
Sample data – no guarantee
All in one
All the solutions in one CRM platform
Customers, deals, conversations, tasks and invoices work together in one platform – without switching between tools and without double data entry.
- Comprehensive and centralised
- Efficiency at your fingertips
- Data-driven insights
- Seamless integration
Everything in one place
Customers, tasks, documents and invoices work on the same data – no double entry, no syncing between tools.
An interface people understand
Clear sections, consistent controls and no jargon – usable by colleagues without an IT background.
Connected to your day
Telegram, Viber, WhatsApp, mailboxes, Google Drive and ad accounts connect directly.
Capabilities
What works together in the cabinet
Sales automation
A visual deals pipeline with stages, reminders and rules that move deals forward for you.
Customer support and service
Answer customers from one inbox: chat, SMS, calls, Telegram, Viber, Messenger and e-mail.
Marketing campaign management
Plan campaigns, ads and segments, and see which channels bring the customers.
Analytics and reporting
Dashboards for deals, tasks and team activity – clear numbers instead of guesses.
Integration and mobility
Connect telephony, mail and messengers, and work from any device with a responsive interface.
Features
Everything a growing company needs to work with customers, in one place.
Deals pipeline
Kanban board with custom stages, drag and drop, comments and activity history.
Contacts and companies
Complete cards with notes, links between people and companies, and search.
Tasks and calendar
Deadlines, reminders and a shared company calendar with week and month views.
Unified inbox
Telegram, Viber, Messenger, SMS and website chat answered from one page.
Calls in the browser
Call customers and receive calls through Twilio with a full call log.
Web mail
Gmail, Outlook, iCloud, Yahoo or any IMAP mailbox with drafts, stars and search.
Automation
Rules that react to stages, variables and constants – fewer manual steps.
Marketing tools
Campaigns, ads, segments and templates with results in one table.
Inventory management
Stock, sales, transfers and write-offs, connected to your customers.
A look inside the cabinet
Tasks by status
44Tasks this week
- Open27%
- In progress18%
- Done55%
Sample data – no guarantee
Routine tasks: with CRM vs. without
Create a quote
5 Min.
Follow-up task
1 Min.
Monthly report
2 Min.
With CRM Without CRM
Sample data – no guarantee
0
Tasks created automatically
0
Messages in the inbox
0
Planned follow-ups
Sample data – no guarantee
Principles
What the platform stands for
Everything in one place
Customers, tasks, documents and invoices work on the same data – no double entry, no syncing between tools.
An interface people understand
Clear sections, consistent controls and no jargon – usable by colleagues without an IT background.
Connected to your day
Telegram, Viber, WhatsApp, mailboxes, Google Drive and ad accounts connect directly.
Plans
Individual terms instead of flat rates
The concrete terms depend on your scope of use – we advise you without obligation and prepare an individual offer.
Free
To get started: explore the cabinet and create your first customers, tasks and deals.
Standard
For growing teams that organise sales, communication and tasks together.
Professional
For larger teams with several firms, extended permissions and the full feature set.
We do not publish flat-rate prices on this page. After a short conversation you receive an offer that fits your scope of use.
Already using Firmspace CRM? crm.firmspace.de
Let us find out whether Firmspace CRM fits your business.
Briefly describe how you work. We will honestly show you what the system can do – and where its limits are.