Last Updated
Overview
Fortifi is a flexible CRM that combines sales, billing, marketing, and support in one platform. While updates may occasionally disrupt workflows, it helps businesses centralize customer data and improve team collaboration. If you want an easier way to manage the entire customer journey, Fortifi brings everything together in one place.
Overall Rating
Based on 10 users reviews
4.2
Rating Distribution
Positive
80%
Neutral
20%
Negative
0%
Starting Price
Custom
Fortifi Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is Fortifi?
Fortifi is a cloud-based CRM solution that centralizes customer data, sales activity, and business operations in one unified platform. The platform combines email marketing, helpdesk support, and billing automation to simplify the entire customer lifecycle. Fortifi features a range of tools that enable businesses to manage contacts, track order history, personalize outreach, and streamline revenue collection. This integrated approach helps reduce complexity, drive smarter decisions, and improve customer satisfaction from the first touchpoint to post-sale support.
Fortifi Pricing
Fortifi offers five flexible plans:
- Essential: $50/month (5 users)
- Team: $200/month (20 users)
- Startup: $400/month (Unlimited users)
- Growth: $1,000/month (Unlimited users)
- Tailored: Custom pricing
Disclaimer: The pricing is subject to change.
Fortifi Integrations
Fortifi offers seamless integration with a variety of apps, including:
- Slack Software
- PayPal Software
- Stripe
- Authorize.net
- SendGrid
- Amazon Web Services
- Twilio Software
Who Is Fortifi For?
Fortifi is designed to be used by small to medium-sized businesses, including:
- IT support companies
- Affiliate marketing businesses
- SaaS companies
- Call centers
Is Fortifi Right For You?
If you're looking for a single system to manage customer interactions, payments, and support tickets, Fortifi may be the right choice. It simplifies how your teams handle contacts, communication, and billing, making it easier to improve retention and revenue. With customizable workflows and data-rich profiles, Fortifi empowers your staff to act quickly and make smarter, more personalized decisions.
Need help deciding if Fortifi is the best fit? Reach out to our support team at (661) 384-7070 for personalized guidance.
Fortifi Features
Team Collaboration
Fortifi’s team collaboration tools allow colleagues across departments to share real-time customer insights, notes, and updates in one unified system. By working from a single platform, teams can eliminate communication gaps, reduce handoff delays, and stay aligned on customer needs throughout the entire journey.
Relationship Management
The software offers a 360-degree view of every customer interaction, from first contact to final sale, all stored securely in one place. It helps teams manage leads, track communications, and access order history, making it easier to nurture relationships and deliver personalized support.
Full Order History
Fortifi CRM integrates with Fortifi Billing to display each customer’s full transaction history, including payments, invoices, and refunds. This centralized access improves decision-making and equips teams to resolve order-related queries with speed and precision.
Smart Contact Filters
This feature enables teams to organize contacts using over 50 smart filters, such as location, lifecycle stage, or purchase history. Labels can be applied to group contacts with shared characteristics, helping streamline segmentation and improve targeting in campaigns.
Personalized Marketing
Fortifi uses custom attributes and filters to deliver personalized email campaigns via Fortifi Messenger. This ensures customers receive timely, relevant offers that match their interests, increasing engagement, and boosting overall campaign performance.
Pros And Cons of Fortifi
Pros
Combines CRM, billing, and support into one unified platform
Built-in email marketing and helpdesk features
Offers built-in fraud detection during billing processes
Cons
Setup process can be time-consuming
Reporting tools lack advanced filtering options
Fortifi Reviews
Total 10 reviews
4.2
All reviews are from verified customers
Rating Distribution
5
Stars40%
4
Stars40%
3
Stars20%
2
Stars0%
1
Stars0%
Share your experience
Mid Market, 51-100 employees
“Quick SLA Management Solution”
Pros
I appreciate being able to configure the SLAs exactly how we need them and once they're set up, the time requirements are locked in so we know exactly what we need to meet.
Cons
Some quality of life features aren't included in the SLA agreements which is frustrating. For instance, if we have an open ticket over the weekend, the timer keeps running and we'll miss our SLA if it sits there too long.
Rating Distribution
Ease of use
7
Value for money
6
Customer Support
7
Functionality
7
Mid Market, 51-100 employees
“Efficient tool so far”
Pros
I really appreciate how easy it is to use. Having everything consolidated in one place makes my workflow so much smoother. Being able to pull up customer accounts during live calls without switching between systems is a huge time-saver. The ticket services are also a nice touch for managing support requests.
Cons
I'm not sure if others experience this but I can't complete outcome calls - though outbound tickets work fine. The system also crashes occasionally which is frustrating.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
7
Functionality
7
Enterprise, 500+ employees
“Excellent management solution”
Pros
It's very versatile and handles whatever requirements I throw at it. The user friendly interface makes managing multiple tasks feel easy and I can accomplish everything I need without jumping between different platforms.
Cons
I think the only downside is the pricing which might be steep for some users. Depending on your specific needs and budget, it could be a dealbreaker when compared to similar systems out there.
Rating Distribution
Ease of use
9
Value for money
7
Customer Support
9
Functionality
9
Frequently Asked Questions
Does Fortifi offer an API?
Yes, Fortifi offers an API.
What language does Fortifi support?
Fortifi primarily supports the English language.
What types of pricing plans does Fortifi offer?
Fortifi price plans include Essential for $50/month, Team for $200/month, Startup for $400/month, Growth for $1,000/month, and Tailored with custom pricing. Contact us for a detailed Fortifi cost breakdown as per your requirements.
Does Fortifi have a mobile app?
No, Fortifi does not have a mobile app.
Who are the typical users of Fortifi?
Typical users of Fortifi include SMEs, affiliate marketing businesses, call centers, IT support companies, software companies, and many more.
What other apps does Fortifi integrate with?
Fortifi integrates with Amazon Web Services, Twilio, SendGrid, Slack, PayPal, Stripe, and Authorize.net.
What level of support does Fortifi offer?
Fortifi offers phone, live chat, email (ticketing system), FAQs, and knowledge base support.