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Firmelist CRM · Sales

CRM software for smarter customer management.

A CRM for growing teams: capture leads from every channel, move deals through your pipeline, never miss a follow-up, and see what’s working.

Request a Demo Explore features
  • Lead management
  • Sales pipeline
  • Follow-up reminders
  • Reporting
firmelist-crm.app

Illustrative interface

Features

Everything you need, nothing you don’t

Lead management

Capture, qualify, and track leads from forms, campaigns, referrals, and more.

Visual pipeline

Move deals through stages that match how you sell.

Follow-ups

Calls, meetings, and reminders so nothing slips.

Contacts & companies

Full interaction history in one record.

Reports & analytics

Pipeline, conversion, and team activity.

Role-based access

Control who sees and edits what.

Modules

Start with the modules you need

Enable more as your processes grow — each module is configurable.

  • Leads
  • Contacts
  • Companies
  • Deals
  • Tasks
  • Follow-ups
  • Reports
  • Users & roles
How it works

From first touch to insight

  1. 01

    Capture

    Collect leads from forms, campaigns, and referrals.

  2. 02

    Organise

    Centralise contact and company information.

  3. 03

    Convert

    Manage opportunities through the pipeline.

  4. 04

    Analyse

    Track performance with reports.

Who it’s for

Configured for your sector

  • Real estate
  • Education
  • Healthcare
  • Professional services
  • Financial services
  • Technology & B2B
Integrations

Connected to the tools you already use

Integrations are scoped during implementation; anything with an API can usually be connected.

  • Email & calendars Sync messages and meetings.
  • Website forms Send enquiries straight in.
  • Messaging Notifications and conversations.
  • Accounting Invoices and customer records.
  • Payment gateways Payments and payment links.
  • REST API Connect your own systems.
Ways to get started

Flexible engagement options

Use the product as it is, shape it around your process, or build something entirely your own.

Ready to deploy

The product configured for your team, users, and data.

  • Configuration & setup
  • Data import
  • Team onboarding

Best for: Teams that want to start quickly

Request a demo
Most chosen

Customised

Workflows, fields, modules, and reports adapted to your requirements.

  • Everything in Ready to deploy
  • Custom workflows & reports
  • Integrations

Best for: Processes that need a closer fit

Discuss requirements

Custom build

A solution built from the ground up for your business.

  • Discovery & design
  • Custom development
  • Ongoing evolution

Best for: Unique or complex requirements

Talk to our team
FAQ

Questions about Firmelist CRM

Ask us anything

CRM (Customer Relationship Management) software keeps leads, customers, deals, and every interaction in one place, so your team knows where each relationship stands and what to do next.

Yes. Pipeline stages, fields, roles, dashboards, and workflows can be configured, and our team can build custom features and integrations.

Integrations such as email, calendars, website forms, messaging, and accounting are scoped during setup; custom API integrations are also possible.

Request a demo below with a few details about your team, and we’ll walk you through the CRM configured around your process.
Built your way

Need it customised?

Every product can be configured, extended, and integrated with your systems by the team that builds it.

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Request a demo

See Firmelist CRM with your own workflows.

Tell us how your team works today and we’ll walk you through the product, configured around your process.

  • A walkthrough focused on your use case
  • Configuration and integration options
  • A clear view of timelines and next steps

Your details are only used to respond to this enquiry.

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