Announcing Support For International SMS

This one’s for all our users from USA, UK, Uganda, Malta & India - we’re excited to announce support for sending international SMSs using Firmzen.

The experience is as seamless as before. You create your SMS or select a predefined template, enter recipients (even mix and match recipients from all over the globe for a single SMS if required) and Send the message! Firmzen takes care of using the appropriate gateways behind the scenes to ensure fastest, most reliable delivery and cheapest costs!

Why should sending SMSs from a computer be any more complex than sending emails the way we do? It shouldn’t. With this release, on Firmzen, it isn’t.

Consolidated Updates On Clients

Fragmentation is one of the biggest issues and consolidation a big problem in managing Professional Services firms. Data is spread all across systems, people, files, emails etc. Creating and following unified and standardized processes is the backbone of any growing firm. Technology is unavoidably at the center of these processes. But technology itself isn’t always fragmentation-proof.

Take a simple scenario for example – a CPA firm is using a software that manages workflow, tasks, bills, documents etc. for its clients. Different employees of the CPA firm handle specific areas for this client. Status updates are posted all the time. Continue reading

Automate Payment Follow-Ups With Invoice Reminders

If you’ve ever billed a client, and have had to follow up multiple times for pending payments, this post will resonate. Pending payment follow ups – it is one of those things that you absolutely cannot ignore or avoid. It’s your hard earned money at stake after all. It is also one of those things that you don’t really want to spend too much time doing. It sometimes also ends up being one of those things that you avoid doing, out of shyness or out of some misplaced fear of irritating your clients.

Why should you be shy? Why should you not pester a client that does not pay on time? Even if you are trying to protect your long term customer relationship, wouldn’t it be nicer if consistent follow-ups did happen and you could blame it all on some automated system that is doing it! Sign up and check out such a system.

Invoice Templates And Custom Numbering

If you raise Invoices on behalf of multiple Firms, this update is extremely beneficial for you. You can now store multiple Invoice templates in Firmzen and apply the relevant template when generating an Invoice.

With multiple templates, there comes the obvious need for maintaining independent numbering series with each template. We’ve taken this a step further and developed a Custom Invoice Numbering system, which you can use to generate Invoice numbers of your choice and pattern. For example – INV-1, ABC/2014/1 etc.

Automate Recurring Invoices

This is an update we ourselves were most eagerly awaiting and we’re thrilled at the way it has turned out. Introducing – a simple way to automate recurring Invoices.

You can now automate the generation of Invoices with a very flexible schedule configurator. If you have plenty of clients that you bill to on a recurring basis and if you are doing it manually, you are definitely definitely doing it wrong, most certainly wasting a lot of time.  Continue reading

Generate A Fully Ready Invoice In One Click

Firmzen has always been focused on 3 core areas – to-do list automation, reminder automation and integrated Invoicing. This is, very broadly, the basic cycle that any Service oriented firm repeats several times for several clients. Planning for work, assigning work, tracking, reminding people involved and finally billing for work (sometimes the other way round, sure).

The more this cycle is optimized, the less time you spend on these operational activities, increasing your capacity to take up more work and subsequently increasing revenues. Continue reading

Client Collaboration

Simplicity is good, minimalism is good, but neither justify the absence of abilities. Effectiveness is essential. If it doesn’t solve the problem, it is useless, no matter how pretty or simple. This line of thought isn’t just for softwares, it feels valid in many more contexts. Firmzen is arguably one of the most comprehensive practice management solutions for Service oriented firms. The problem we’ve set out to solve is complicated and varied and deserves an elaborate solution. This need not contradict simplicity, it just makes maintaining the simplicity challenging – a challenge we love to take on everytime we work on evolving the product and more so everytime we work on something big.

Today, we’re pleased to announce the release of something big – Client Collaboration Continue reading