Fireberry: crm features and setup

Overview

Fireberry is suitable for a business that wants to bring deals, service inquiries, and insights together in one system. Record customers, track sales stages, and handle inquiries in one place instead of scattered spreadsheets. Automation is useful when lead intake, owner assignment, and follow-up all rely on the same record. Before replacing a system, check data import, team permissions, and the required fields for your process.

Features

• Manage deals and sales pipelines
• Handle service inquiries on the same customer record
• Gain business insights from activity in the system

Business uses

• Capture a lead from a form, assign it to a salesperson, and track it through closing
• Create a service inquiry from an existing customer record

Getting started

• Set up a test pipeline with a few stages and required fields.
• Import a few sample records and check permissions by role.
• Connect one lead source and check for duplicates and missing records.

What to check

• Insights depend on the quality of record keeping; an empty field will not become a reliable insight.
• Check export and import before locking the system in as your sole source of truth.