Firmao is a cloud-based, all-in-one business management system that combines CRM, invoicing, task management and other modules in one tool. It connects to SMS.to through Zapier, so events in Firmao can trigger text messages to your customers or team without manual work.
This post covers what Firmao is, how a CRM helps with customer data, invoicing and tasks, and how to link Firmao to SMS.to through our SMS integrations.
What is Firmao?
Firmao describes itself as one program to manage the entire company. According to its website, it brings together:
- CRM and sales management
- invoicing and finance
- offers and orders
- warehouse management
- tasks and projects
- AI and automations
- reports and analysis
- live chat and callback
- service and complaints
Firmao is sold as a cloud subscription and serves small, medium and large businesses, including service, manufacturing, installation, automotive, IT and marketing companies. Its modular design lets each company use the parts it needs. Firmao lists more than 1,000 integrations with other platforms and tools, and Zapier is one of them.
What are the advantages of a CRM system?
- A central view of customer data. Contact details, purchase history and preferences sit in one place, so every employee works from the same record.
- Process automation. Routine work such as reminders and report generation can run automatically, which frees staff for customer-facing tasks.
- Reports and analysis. Reporting shows how customers behave, which helps marketing and sales plan better.
- Managing prospects and partners. A CRM helps identify potential customers, track sales progress and generate leads.
Why keep invoices in the CRM?
The main benefit of invoicing inside a CRM is a shorter payment cycle. Staff who deal with customers can see overdue payments straight away and follow up, which improves the company’s cash flow.
Keeping invoices next to customer records also makes communication more consistent. The team can see recent transactions, purchase history and any special terms before they speak to a customer. Two habits help further:
- Automate invoicing to speed up the process and reduce mistakes.
- Invoice on time, because prompt invoices make on-time payment more likely.
How does a CRM help with task management?
Good task management helps employees focus on what matters most, avoid downtime and finish projects on time. The core task functions in a CRM are:
- Task creation: a title, description, start and end dates, priority and an assigned employee.
- Assignment: clear ownership of each task.
- Progress monitoring: whether a task is on schedule, needs attention or is complete.
- Task history: what changed, who was responsible for each step and when it was completed.
- Collaboration: sharing information and working together on a task.
- Automation: deadline reminders, report generation and emails sent automatically.
How SMS.to connects with Firmao
SMS.to connects to Firmao through Zapier, which moves information between the two apps automatically. On Zapier, Firmao triggers include new or updated invoices and new or updated tasks, and SMS.to offers a “Send Single SMS” action with the message, recipient, sender ID and an optional callback URL. For example:
- send a customer a text when a new invoice is created
- alert an employee by SMS when a task is assigned or updated
If you need more control than a no-code workflow offers, the SMS.to SMS API lets your developers send messages and receive delivery reports directly. For a wider look at text reminders, read how SMS reminders improve customer retention, and for the steps of a direct integration see how to integrate an SMS API.
FAQs
Does Firmao integrate with SMS.to?
Yes. You can connect Firmao and SMS.to through Zapier, so an event in Firmao can trigger an SMS sent by SMS.to.
Is Firmao cloud-based?
Yes. Firmao is a cloud-based system sold on subscription plans.
Do I need a developer to connect Firmao and SMS.to?
No. A Zapier workflow can be set up without code. Developers can use the SMS.to API if they need more control.
Want to add SMS to your Firmao workflows? Create a free account, no credit card needed, then connect it to Firmao through Zapier.
