Formicidae

Formicidae CRM

Formicidae CRM is a great fit for your team!

WHY

It fits your team, your business, your budget and your expectation of amazing support.
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SALES AUTOMATION

Contact Management

Deal Management 

Generate Price Quotations

Sales & Invoice Management

Project Management

Support & Ticketing

Outlook & Gmail Integration

Texting

Mobile Access

MARKETING AUTOMATION

Campaign Management

Campaign Flow Designer

Conditional Branching

Email Campaign Analytics​

Drag & Drop Email Designer

Audience Segmentation

ABOUT THE PLATFORM

All-in-one CRM

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Functionality Fit – Tailored to your needs

Sometimes “more” isn’t “more value”. Unused functionality comes at a cost and can lead to a complex and cumbersome system. Formicidae CRM provides the flexibility to customize the platform to best meet the needs of your team and your business, with all the capabilities that most companies require. Scalable, customizable, functional. Formicidae allows you to tailor your CRM to meet the unique needs of your team. 

Easy to Use

You can customize Formicidae CRM without the high cost of expensive consultants and IT professionals. Take advantage of our drag and drop customization features and do it yourself. Formicidae CRM was designed to be customized and administered by business users. No IT professionals are required. This reduces the cost and effort needed to customize the system to fit your business.

The Price is Right

Formicidae CRM delivers enterprise capabilities at a fraction of the cost. We have a very open and straight forward pricing model. No hidden fees or surprises. 

Easy to Customize

You can customize Formicidae CRM without the high cost of expensive consultants and IT professionals. Take advantage of our drag and drop customization features and do it yourself. Formicidae CRM was designed to be customized and administered by business users. No IT professionals are required. This reduces the cost and effort needed to customize the system to fit your business.

WHAT HAPPENS NEXT

Once you’ve selected Formicidae CRM, it’s time to focus on going live. With our proven QuickStart methodology, you get the functionality and value you expect—fast.

WE HELP YOU GO LIVE

Our professional onboarding team will help ensure you go live fast and get it right the first time.

As easy as 1, 2, 3. 

QuickStart Implementation Timeline

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Formicidae CRM QuickStart Implementation

Design
Objectives & Responsibilities Workflows & Processes Profiles & Permissions Custom Fields & Data Structure
Build

Add Users & Profiles
Configure & Customize
Create Rules & Templates
Reports & Dashboards

Import

Data Preparation
Import Training
Data Mapping
Data Review

Train

End User Training
Workflow Process
Advanced Techniques
Available Resources

Go Live

We are still with you every step of the way with free, live, ongoing support & quarterly live training via webinars

Free, Live  Customer Support

We said Formicidae CRM is easy to use, and we back that up with Free Support  for you and your entire team. Easy CRM software makes it easy to support. 

Free Live Training

On a quarterly basis, Formicidae provides on-line and live training on a variety of topics. Everyone on your team can attended these sessions free of charge. If you miss the training, no problem, you can always watch the recorded version at your convenience.

Knowledge Base

Your Formicidae CRM service comes with a comprehensive knowledge base you can use to get answers anytime. Chock full of detailed instructions, examples and videos, the knowledge base is a great resource for those who wish to find the answers on their own.

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