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.

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FAQ

About CRM

The most common questions about our built-in customer relationship management system

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 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 can do. We also have the option to enforce two-factor authentication and have accounts expire after inactivity.

Question not answered?

Chat with the team to get your questions answered.

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About us

We are shifting commerce for good

We are shifting commerce for good and a more sustainable tomorrow—a future where waste becomes resources and products are designed to be reused, repaired, and recycled.

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Why Firmhouse

Why companies choose Firmhouse

Firmhouse is the platform of choice for inspiring brands launching subscription-based products in Europe. We make it easy to launch quickly, scale across borders, and deliver seamless customer experiences with real human support every step of the way.