Bank, leasing and insurance: how to find customers with Firmo
Hundreds of new companies are founded in Estonia every day and many grow fast. You see them first and know from the rating and tax debt whom to offer.
š In Firmo today
The numbers update every day. A click opens the list with the same filter.
How to do it (5 minutes)
New companies this week: they need a bank account, insurance and leasing.
New companies āTrustworthy companies with turnover over 1 million euros.
Large and trustworthy āCompanies with at least 10 employees: health and property insurance for staff.
Companies with 10+ staff āSave the search: new matching companies arrive by email.
ā° The right moment to make an offer
These signals show who has a need right now. A click opens a ready filter.
ā Ready email template
Subject: Banking services for {company}
Hello {name}
Congratulations on the growth of {company}!
I am a business relationship manager at {your company} and I help companies of your size with leasing, loans and insurance.
Would it be all right if I sent you a short offer?
Have a great day!
{your name}
Fill in the places in curly brackets. Company name, board member and contact are in the Customer finder.
Send this email to hundreds of companies at once with follow ups: Firmo CRM is coming soon.
Tips
- The rating and tax debt show right away whether a loan or leasing is worth offering.
- A new company looks for a bank and insurance in its first month: write quickly.
- On the company page you see the board member: the decision maker.
Create a free account, save a filter and choose how often the email comes. Contacts, Excel and the daily email are in the Pro plan.
ā Frequently asked questions
How do I assess a company's creditworthiness?
Firmo rating, tax debt, turnover and payment behaviour are free on the company page. The credit report gives a credit limit recommendation.
Can I monitor my customers?
Yes. Add companies to monitoring and you get an email when a tax debt appears or the board or rating changes.
Is Firmo free?
Search, company pages, rating, tenders, building permits and bankruptcies are free. In the Customer finder the first 3 companies are free. All names, contacts, Excel and daily emails come with a plan from ā¬15 a month, and the Pro plan can be tried free for 14 days.
May company contacts be used for sales?
A company's public email and phone may be used for an offer if the offer relates to the company's business and the email includes an opt out. Firmo does not put sole traders' or private persons' contacts in lists.