Fyrestone CRM
Frequently Asked Questions.

Fyrestone CRM is an all-in-one business management platform built for small to medium-sized sales and service businesses. It brings together contact management, lead capture, automated follow-up, quoting, invoicing, bookings, task management and SMS/email marketing in a single workflow — so you can run every part of the customer journey from one place, without switching between apps.

Getting started takes under five minutes. Create a free account at crm.fyrestone.io, add a few contacts and explore the features. A guided setup walks you through connecting your first lead form, configuring automated follow-up, and sending your first quote or invoice. No credit card is required for the Forever Free plan or the 30-day premium trial — just an email address to register.

No. Fyrestone is 100% cloud-based and runs entirely in your web browser — nothing to download, no hardware and no IT requirements. Your data is securely stored in the cloud and accessible from any device (desktop, tablet or mobile) at any time. There are no server costs and no software updates to manage on your end.

Yes. Every paid plan includes a 30-day free trial with no card required. You can explore all features — including lead management, automated follow-up, quotes, invoices, the sales pipeline and SMS marketing — before committing to a subscription. If Fyrestone is not the right fit, you can downgrade to the Forever Free plan or close your account at any time with no charge.

Yes. You can export your contacts from your existing tool as a CSV file and import them into Fyrestone in a few clicks. The platform supports data mapping during import for a smooth transition. Note that CSV import is available on paid plans — not during the free trial period. The setup guide walks you through the process, and the support team can assist with migration if needed. Most businesses are up and running within a day.

Yes. You can embed lead capture forms and quote request forms directly into your website with a simple copy-paste code snippet. New submissions appear automatically in Fyrestone as leads, ready to trigger your follow-up sequence. It is compatible with any website builder or CMS.

Fyrestone has three plans: Forever Free ($0, 1 team member), Standard ($12.95/month flat, 1 team member) and Premium ($22.95/month flat, up to 3 team members). All are straightforward monthly subscriptions with no lock-in contracts — you can upgrade, downgrade or cancel any time. See the pricing page for a full feature comparison.

The Forever Free plan includes contacts (clients, companies and contractors), invoicing, bookings, contractor payment management, Stripe and PayPal payment integration, email and message templates, and automated payment and booking reminders. It is designed for solo small business operators who want professional invoicing and contact management without a monthly fee — free forever, not a timed trial.

No. There are no setup fees, no onboarding fees and no lock-in contracts. The price you see is the price you pay — everything you need to get started is included in your subscription. Standard is a flat $12.95/month and Premium is a flat $22.95/month, billed monthly with your team members already included.

No. Fyrestone operates on a simple month-to-month basis with no lock-in contracts. You can upgrade, downgrade or cancel at any time. Stay because you love the product, not because you are locked in.

When your 30-day trial finishes, your account automatically moves to the Forever Free plan — you never lose your account or your data. If you want to keep the paid features (lead management, automation, quotes, the sales pipeline, marketing tools), simply add a payment method and your subscription continues. Nothing is charged automatically without your details — no surprise charges and no pressure.

Yes. Fyrestone is fully flexible — you can upgrade or downgrade your plan at any time as your needs change. Upgrades take effect immediately. Downgrades apply at the end of your current billing period. There are no penalties or extra fees for switching plans.

If you cancel, you keep full access to Fyrestone until the end of your current paid billing period. After that, your account moves to the Forever Free plan — no additional charges and no penalties. Your data stays intact and can be exported at any time.

Subscription payments are processed securely via Stripe — all major credit and debit cards are accepted. You can manage your billing information from your account settings.

No. Pricing is a flat monthly fee per plan, not per user, and each plan already includes its team members — 1 on Standard, up to 3 on Premium. If you need more team members than your plan includes, upgrade to the next plan; there is no separate per-user charge.

Yes. If new features are released that fall under your current plan, they are included at no extra charge. You always benefit from platform improvements and updates as Fyrestone evolves — without needing to upgrade or pay more.

Fyrestone includes contact management (clients, companies and contractors), lead management with no-code web forms, an automated sales follow-up sequence, a Kanban sales pipeline, quoting, invoicing with online payments, booking management, task management, scheduled messaging and marketing tools. All features connect in one workflow so leads, quotes, invoices and follow-up flow automatically.

Yes. Fyrestone has dedicated quote and invoice builders that let you add products, services, taxes, discounts and custom terms. Email your quote with a one-click accept button, and accepted quotes automatically convert to invoices. Customers pay online via Stripe or PayPal, and automated payment reminders chase overdue accounts on a schedule you set. Invoicing is available from the Forever Free plan; quoting is on the Premium plan.

Yes. You can customise the logo, background and messaging on your quote and invoice templates to match your brand. Each document can include products, services, taxes, discounts and custom terms — so every document you send looks professional and on-brand.

Yes. The automated sales follow-up feature sends a sequence of pre-written messages (email and/or SMS) to new leads at intervals you define — so no lead goes cold while you are busy on a job. You can also create client-specific workflows to assign tasks, send messages, or move leads through the pipeline automatically. Premium plan users additionally get access to scheduled messaging and email/SMS marketing.

Yes. Fyrestone's Kanban sales pipeline gives you a live view of where every lead sits — by stage, source, location and owner. You can filter, sort and assign leads to team members, and automated workflows can move leads through the pipeline based on actions or status changes.

Fyrestone includes reporting on leads, quotes, invoices, lead sources, team performance and client activity. Visual charts make it easy to see what is driving results — and reports can be filtered by team member or source so you can understand exactly what is winning jobs and what is not.

Yes. You can send individual or bulk emails and SMS messages directly from Fyrestone. Email sends via your own SMTP connection so messages come from your domain. Message templates let you save and reuse common communications, and scheduled or automated sequences handle routine follow-up without manual effort.

Yes. Fyrestone is fully mobile-responsive and works well on phones and tablets — no app download needed. The layout adapts automatically to smaller screens so you can manage leads, check invoices and respond to customers from wherever the job takes you.

Yes. You can toggle the visibility of sections, adjust form layouts, and manage tags, industries, locations and more from your account settings. This lets you tailor the platform to match the way your specific business works — without needing any coding or developer help.

The Forever Free and Standard plans include 1 team member, and the Premium plan includes up to 3 team members — all at a flat monthly price with no per-user charges. Each team member gets their own login and access settings. Need more team members than your plan includes? Upgrade to a higher plan.

Yes. Fyrestone supports multiple roles — including Account Owner, Sales Reps, Admin and Support Staff — each with their own access settings. You can define what each role can view, edit or manage within the platform, keeping sensitive information restricted to the right people.

Yes. Permissions are fully customisable, so team members only see what is relevant to their role. Financial reports, billing settings and administrative controls can be restricted to specific roles — keeping your data secure without blocking the team from doing their work.

Leads and follow-up tasks can be assigned manually by the account owner or automatically via workflow rules based on triggers like form submission, lead source or status change. Once assigned, each team member sees their own leads and tasks in their dashboard view.

Fyrestone provides separate contact modules for clients, contractors and companies. For each contact you can track interaction history, assign tags, store notes, view linked quotes and invoices, send messages and more — all from a single contact profile without digging through separate apps or spreadsheets.

Yes. Fyrestone has a built-in Stripe integration that lets customers pay invoices online by card. The payment button appears on the invoice your customer receives, and once paid, Fyrestone automatically updates the invoice status and stops any outstanding reminders. Stripe handles all card processing securely — Fyrestone never stores card details.

Yes. Fyrestone integrates with both Stripe and PayPal, available from the Forever Free plan upwards. Your customers can pay invoices online using their preferred method, and Fyrestone automatically updates the invoice status once payment is received — no manual reconciliation needed.

Yes. Automated SMS reminders — for payments, bookings and follow-up sequences — are available from the Forever Free plan. Scheduled SMS campaigns and outbound marketing messages are available on the Premium plan. SMS is billed at cost through your provider — Fyrestone does not mark up the rate.