Product
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Products
sales
Maximize sales efforts with custom flows, pipelines & reports
Customer Service
Enhance customer experience with centralized communication
Marketing
Optimize customer engagement with targeted user journeys
Recent blog post
CRM Hygiene: How a Tidy System Powers Big Results
Struggling with a cluttered CRM? Our latest blog dives into the essentials of CRM hygiene—how to organize your system, streamline processes, and keep your data fresh to drive better results and team efficiency.
Industries
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Use cases
real estate
Get ahead with effective lead management & timely follow-up
non profit
Engage and retain more donors, organize your data efficiently
media agencies
Manage your media projects and customers in a centralized crm
education
Centralize your data and increase student engagement
insurance
Streamline your workflow & organize client information
Call Centers
Efficiently manage call queues and monitor agent performance
Recent blog post
CRM Hygiene: How a Tidy System Powers Big Results
Struggling with a cluttered CRM? Our latest blog dives into the essentials of CRM hygiene—how to organize your system, streamline processes, and keep your data fresh to drive better results and team efficiency.
Resources
Your customized CRM solution that will drive growth and streamline operations is waiting,
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Resources
help center
Your ultimate guide for current information on our CRM system
partners
Explore our partnership program & discover growth opportunities
blog
Unlock business growth with CRM insights and strategies
developers
Integrate tools & deliver solutions with this developer toolkit
Fireberry Academy
Centralized learning hub for mastering Fireberry CRM features
Use cases
See how businesses have implemented Fireberry’s solution
Recent blog post
CRM Hygiene: How a Tidy System Powers Big Results
Struggling with a cluttered CRM? Our latest blog dives into the essentials of CRM hygiene—how to organize your system, streamline processes, and keep your data fresh to drive better results and team efficiency.
Pricing
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Pricing
Pricing
Looking to scale? Compare license tiers and features.
add ons
Interested in expanding your
plan? see pricing & features.
sMS packages
Explore flexible SMS packages for seamless communication
Recent blog post
CRM Hygiene: How a Tidy System Powers Big Results
Struggling with a cluttered CRM? Our latest blog dives into the essentials of CRM hygiene—how to organize your system, streamline processes, and keep your data fresh to drive better results and team efficiency.
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Categories
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User Management
User Management
Learn how to manage your system users by following these simple guides
Getting Started
Customization
Import & Export
Views & Records
User Management
Automations
Dashboards
Activity Reminders
Objects & Fields
Integrations
Security
Billing & Subscriptions
Business units
Create and assign business units to your system users to organize your system and add different layers of permissions to your data.
How to use custom sharing
By using custom sharing, you can provide individualized access to each part of your system and make sure that your data and information is always protected and stays in the right hands.
Managing role permissions
Each role in the system has a permissions page where you can set which objects users have access to, how they can interact with each object, and which general system actions users can take.
Managing system users
Learn how to add new users to Fireberry and manage existing ones. You can activate and deactivate users to allow system access and use.
Managing your user profile
Profile pages can be used to update your personal information, such as setting your system role, your preferred email, or personal security settings like resetting your password.
Setting user roles
Every user in the system is assigned a role which controls their permissions. You can change a user's role at any time, and create and edit roles to meet your business needs.