CRM for Commerce | Firmhouse

Business operations

Customer information in one place

Equip your team with a complete overview of all relevant customer information. Stay consistent with one source of truth for invoice statuses, payments, and shipping information.

Quickly look up customers

Filter by customer status to quickly find all new customers, customers pending activation, or all non-paying customers and take the right actions.

Provide the best service.

Go above and beyond to make customers happy. Perform actions like refunds, swapping products, changing order dates, and more all from your CRM.

Unify customer support

Find all your relevant customer data in one place. Enable your team to update and change everything for an optimal customer and subscriber experience.

Simplify finance operations

Perform all payment and finance operations from one screen. Check invoice statuses, find payment links, and process refunds through your integrated Payment Service Provider.

Manage orders and schedules.

See a complete overview of a customer’s orders and easily make changes to the upcoming interval and frequency upon customer request.

Track commitments

Track active contracts and commitments of a customer. See the terms of agreement, remaining duration, and renewal settings of product commitments.

FAQ

What others asked about our CRM

Frequently asked questions about our built-in customer relationship management (CRM) for commerce.

Can I change my customers' information?

Yes! You and your team can manage all your customer information in one place. Change address information for billing and shipping, or update customers’ email and payment method directly in the platform.

Can I change a customer's subscription?

You can change all plans and product commitments a customer has with your business. In the customer overview, you are able to easily add, change, or update products in a customer's subscription.

Can I easily check if a customer is non-paying?

We offer an overview of all your non-paying customers. You can easily see how much a customer owes you and offer them methods to pay the invoice by performing a retry or providing a payment link.

Can customers cancel a commitment early?

When a customer is in an active commitment for a rental product or upcoming deliveries, they can't cancel from their self-service center. Your team can override this commitment and cancel it early.

Can I refund a customer easily?

You can refund a customer directly from the interface in our CRM. You can perform a full or partial refund through your Payment Service Provider.

What access controls are available?

We provide several roles in our backend that determine what someone on your team is able to do. We also have the option to enforce two-factor authentication and have accounts expire after inactivity.

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Subscriptions and CRM designed for the future of commerce