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.
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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
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.
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.
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.
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.
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.
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