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 * Products
   * FirmWorks Files
   * FirmWorks Geo
 * Blog
 * Support
 * Free Trial: FirmWorks Files

 * Products
   * FirmWorks Files
   * FirmWorks Geo
 * Blog
 * Support
 * Free Trial: FirmWorks Files


EXPERT-BUILT APPS THAT WORK

FirmWorks delivers expert-built apps on the world’s leading CRM that supply
users with the ease and attainability that is missing from their day-to-day
tools and processes.

Current Products


GET READY FOR FILES THAT DO MORE

FirmWorks Files is a file management tool that brings enhanced functionality to
Salesforce Files, allowing users to manage better, tag, and report on files
without ever leaving your CRM. Improve your workflow with file reporting, bulk
uploading, advanced data entry, and more!

Learn about FirmWorks Files
PreviousNext

Salesforce builds bridges between companies and customers with a rich library of
tools and resources for managing relationships, tracking sales, automating
operations and more.

Here at FirmWorks, we build upon the world’s leading CRM with on-platform
applications that fill gaps and inefficiencies in customers day-to-day workflows
and operations.


SIMPLIFY PROCESSES

FirmWorks delivers a turnkey experience with easy-to-use products that make
daily operations easier. With a decidedly small footprint, users can install and
go with little to no configuration.


IMPROVE ORGANIZATION

Each of our products help users pull in data that’s normally difficult to find
or hard  to see, such as geodata, files, or notes, and places them in an
organizational view that helps users actually utilize them.


OPTIMIZE EFFICIENCY

FirmWorks applications are designed to play nicely with other native Salesforce
tools and features like automations and flows. Users can customize layouts to
ensure they are only seeing what they need to be productive.


⭐️⭐️⭐️⭐️⭐️

“FIRMWORKS FILES SIMPLIFIES THE DATA ENTRY PROCESS BY ALLOWING USERS TO VIEW
IMAGES/DOCUMENTS IN THE SAME SCREEN THEY’RE ENTERING DATA ON. IT’S EASY TO
MANIPULATE THE FIELDS AND VIEWS SO USERS ARE ONLY SEEING THE INFORMATION THEY
NEED FOR THEIR WORK, AND THE OPTIONS FOR EASY EXPORT, AUTOMATED PUBLIC LINKS TO
THE FILES, AND DIFFERENT VIEWS SIMPLIFIES THE USER EXPERIENCE. THE TEAM BEHIND
THE APP IS QUICK TO RESPOND AND CUSTOMER-CENTRIC IN THEIR APPROACH. I HIGHLY
RECOMMEND THIS APP TO ANYONE LOOKING FOR SIMPLIFIED DATA ENTRY OR A WAY TO VIEW
FILES IN LISTS, AS IT HAS EXCEEDED OUR EXPECTATIONS.“

NICOLE, THE HJH COMPANIES/SALT GROUP



PRODUCTS

FIRMWORKS FILES

Leverage Salesforce files to drive compliance, create reports, and bring files
to the forefront of your business processes. Users can easily and efficiently
upload/download thousands of files at once, tag them quickly with large
on-screen previews, and make them searchable and reportable with tailored
insights in just a few clicks.



Check out FirmWorks Files

FIRMWORKS GEO

Enhance your out-of-box Sales Cloud experience by providing geographical
analysis tools. By surfacing the wealth of geographical information that already
resides within your data, you can quickly show the locations of competitors on a
map, give your users the contact information for all of the records within a
certain distance, and more.

Check out FirmWorks Geo


UNLOCK YOUR COMPANY’S INNOVATIVE POTENTIAL

INTRIGUED BY FIRMWORKS BUT NOT SURE WHERE TO START?

We understand sorting through all of our products and features can be
overwhelming, especially when considering how they align with your specific
business needs and unique use case. At FirmWorks, we want to assure you that
we’re here to guide you through this exploration. Our team is committed to
helping you uncover the full potential of our offerings and demonstrating how
they can seamlessly integrate into your business processes.

Schedule a Consultation


ON THE BLOG


FIRMWORKS GEO + FIRMWORKS FILES = A DYNAMIC DUO 

by Kyle Hagan | Jun 11, 2024

Generally speaking, documentation and geolocation are seemingly disparate data
points. How often are we concerned with...


THE IMPORTANCE OF SALESFORCE DOCUMENT GENERATION

by Kyle Hagan | Apr 25, 2024

Why do computers hate going to their file storage? Because it’s a hard drive.
And on that note, let’s discuss how...


FIRMWORKS GEO: A FREE SALESFORCE MAPPING SOLUTION

by Jordan Pesusich | Apr 12, 2024

Previously on the FirmWorks blog, we discussed The Synergy of Geography and
Data, outlining the five points below—...


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