Getting Started

The Fireberry CRM platform allows you to effectively manage and track your records. Learn how to easily create and manage your Fireberry records.

Learn how to get in touch with Fireberry’s support team, who can help you with any questions or concerns about the system.

By following a few simple steps, you can import data from an Excel or CSV file into the system. You can use the system to manage and record all the information about your accounts, contacts, sales, products, and in general any data you wish to use.

Account records hold the data for each account, as well as meetings, notes, call logs, emails, files, and more. There are three types of views which can help you manage and visualize your account records.

Fireberry helps you manage leads throughout an account's life cycle, starting with initial contact and continuing until they become active accounts. In addition, you can define custom statuses for the account life cycle.

By using views you can organize your data. You’ll be able to efficiently work with the system and easily access any records you’re looking for.

Add system users for each of your employees so they can access the system and you can log the activities they perform. Then set roles and permissions for each system user to control which data and settings they have access to.

Fireberry’s unique and customizable structure lets you build a personal system which works best for you. Learn about the different parts of the system and how to use them.

Manage and analyze your data visually using dashboards and widgets to make informed business decisions.